Infinitum Asset Management, LLC Top Holdings and 13F Report (2025) About Infinitum Asset Management, LLCInvestment ActivityInfinitum Asset Management, LLC has $451.53 million in total holdings as of June 30, 2025.Infinitum Asset Management, LLC owns shares of 29 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 28.50% of the portfolio was purchased this quarter.About 8.21% of the portfolio was sold this quarter.This quarter, Infinitum Asset Management, LLC has purchased 26 new stocks and bought additional shares in 9 stocks.Infinitum Asset Management, LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings SEA $89,260,595Arrivent Biopharma Inc $74,429,954Taiwan Semiconductor Manufacturing $39,635,750Unity Software $33,880,000Amazon.com $27,423,750 Largest New Holdings this Quarter 91332U101 - Unity Software $33,880,000 Holding336433107 - First Solar $12,415,500 Holding74967X103 - RH $7,560,400 Holding16935C109 - Chime Financial Inc $2,415,700 HoldingY4600W108 - Karooooo $244,900 Holding Largest Purchases this Quarter Unity Software 1,400,000 shares (about $33.88M)Arrivent Biopharma Inc 1,352,685 shares (about $29.45M)Confluent 500,000 shares (about $12.47M)First Solar 75,000 shares (about $12.42M)Alphabet 50,000 shares (about $8.87M) Largest Sales this Quarter TripAdvisor 199,278 shares (about $7.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInfinitum Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSESEA$89,260,595$8,250,985 ▲10.2%558,08819.8%Computer and TechnologyArrivent Biopharma Inc$74,429,954$29,447,953 ▲65.5%3,418,92316.5%COMTSMTaiwan Semiconductor Manufacturing$39,635,7500.0%175,0008.8%Computer and TechnologyUUnity Software$33,880,000$33,880,000 ▲New Holding1,400,0007.5%Computer and TechnologyAMZNAmazon.com$27,423,7500.0%125,0006.1%Retail/WholesaleCFLTConfluent$26,176,500$12,465,000 ▲90.9%1,050,0005.8%Computer and TechnologyGOOGAlphabet$17,739,000$8,869,500 ▲100.0%100,0003.9%Computer and TechnologyGTLBGitLab$16,690,700$5,413,200 ▲48.0%370,0003.7%Computer and TechnologyMDBMongoDB$12,599,4000.0%60,0002.8%Computer and TechnologyFSLRFirst Solar$12,415,500$12,415,500 ▲New Holding75,0002.7%EnergyMUMicron Technology$12,325,000$2,465,000 ▲25.0%100,0002.7%Computer and TechnologyACHRArcher Aviation$12,067,2290.0%1,112,1872.7%AerospaceAMDAdvanced Micro Devices$9,933,0000.0%70,0002.2%Computer and TechnologyESTCElastic$8,433,0000.0%100,0001.9%Computer and TechnologyASMLASML$8,013,9000.0%10,0001.8%Computer and TechnologyBHVNBiohaven$7,760,500$3,527,500 ▲83.3%550,0001.7%MedicalRHRH$7,560,400$7,560,400 ▲New Holding40,0001.7%Consumer StaplesDDOGDatadog$6,716,5000.0%50,0001.5%Computer and TechnologyMANUManchester United$6,589,7000.0%370,0001.5%Consumer DiscretionaryBENITEC BIOPHARMA INC$5,850,000$292,500 ▲5.3%500,0001.3%COM NEWETNB89BIO$4,910,0000.0%500,0001.1%MedicalTRIPTripAdvisor$4,023,315$1,413,315 ▲54.2%308,3000.9%Retail/WholesaleMETAMeta Platforms$2,952,3600.0%4,0000.7%Computer and TechnologyChime Financial Inc$2,415,700$2,415,700 ▲New Holding70,0000.5%COM SHS CL ATERNTerns Pharmaceuticals$746,0000.0%200,0000.2%MedicalYMABY-mAbs Therapeutics$701,4360.0%155,5290.2%MedicalKAROKarooooo$244,900$244,900 ▲New Holding5,0000.1%Computer and TechnologyTRIPTripAdvisor$28,880$7,971,120 ▼-99.6%7220.0%Retail/WholesaleSRPTSarepta Therapeutics$5,000$5,000 ▲New Holding1,0000.0%MedicalCOREWEAVE INC$0$18,540,000 ▼-100.0%00.0%COM CL ANVDANVIDIA$0$8,670,400 ▼-100.0%00.0%Computer and TechnologySAILPOINT INC$0$1,875,000 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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