Infinitum Asset Management, LLC Top Holdings and 13F Report (2025) About Infinitum Asset Management, LLCInvestment ActivityInfinitum Asset Management, LLC has $312.72 million in total holdings as of March 31, 2025.Infinitum Asset Management, LLC owns shares of 26 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 43.63% of the portfolio was purchased this quarter.About 0.18% of the portfolio was sold this quarter.This quarter, Infinitum Asset Management, LLC has purchased 19 new stocks and bought additional shares in 9 stocks.Infinitum Asset Management, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings SEA $66,093,185ARRIVENT BIOPHARMA INC $38,204,741Taiwan Semiconductor Manufacturing $29,050,000Amazon.com $23,782,500COREWEAVE INC $18,540,000 Largest New Holdings this Quarter 023135106 - Amazon.com $23,782,500 Holding21873S108 - COREWEAVE INC $18,540,000 Holding67066G104 - NVIDIA $8,670,400 Holding007903107 - Advanced Micro Devices $7,191,800 Holding23804L103 - Datadog $4,960,500 Holding Largest Purchases this Quarter Amazon.com 125,000 shares (about $23.78M)Taiwan Semiconductor Manufacturing 140,000 shares (about $23.24M)COREWEAVE INC 500,000 shares (about $18.54M)NVIDIA 80,000 shares (about $8.67M)UNITY SOFTWARE INC 440,000 shares (about $8.62M) 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$66,093,1850.0%506,50021.1%Computer and TechnologyARRIVENT BIOPHARMA INC$38,204,741$7,808,604 ▲25.7%2,066,23812.2%COMTSMTaiwan Semiconductor Manufacturing$29,050,000$23,240,000 ▲400.0%175,0009.3%Computer and TechnologyAMZNAmazon.com$23,782,500$23,782,500 ▲New Holding125,0007.6%Retail/WholesaleCOREWEAVE INC$18,540,000$18,540,000 ▲New Holding500,0005.9%COM CL ACFLTConfluent$12,892,000$4,102,000 ▲46.7%550,0004.1%Computer and TechnologyUNITY SOFTWARE INC$12,733,500$8,619,600 ▲209.5%650,0004.1%COMGTLBGitLab$11,750,000$6,110,000 ▲108.3%250,0003.8%Computer and TechnologyMDBMongoDB$10,524,000$4,385,000 ▲71.4%60,0003.4%Computer and TechnologyESTCElastic$8,910,000$2,673,000 ▲42.9%100,0002.8%Computer and TechnologyNVDANVIDIA$8,670,400$8,670,400 ▲New Holding80,0002.8%Computer and TechnologyACHRArcher Aviation$7,907,6500.0%1,112,1872.5%AerospaceGOOGAlphabet$7,811,5000.0%50,0002.5%Computer and TechnologyBHVNBiohaven$7,212,000$4,567,600 ▲172.7%300,0002.3%MedicalAMDAdvanced Micro Devices$7,191,800$7,191,800 ▲New Holding70,0002.3%Computer and TechnologyMUMicron Technology$6,951,2000.0%80,0002.2%Computer and TechnologyASMLASML$6,626,3000.0%10,0002.1%Computer and TechnologyBENITEC BIOPHARMA INC$6,179,750$3,447,650 ▲126.2%475,0002.0%COM NEWDDOGDatadog$4,960,500$4,960,500 ▲New Holding50,0001.6%Computer and TechnologyMANUManchester United$4,843,3000.0%370,0001.5%Consumer DiscretionaryETNB89bio$3,635,000$3,635,000 ▲New Holding500,0001.2%MedicalTRIPTripadvisor$2,834,000$2,834,000 ▲New Holding200,0000.9%Retail/WholesaleMETAMeta Platforms$2,305,4400.0%4,0000.7%Computer and TechnologySAILPOINT INC$1,875,000$1,875,000 ▲New Holding100,0000.6%COMYMABY-mAbs Therapeutics$688,9930.0%155,5290.2%MedicalTERNTerns Pharmaceuticals$552,0000.0%200,0000.2%MedicalMITKMitek Systems$0$556,500 ▼-100.0%00.0%Computer and TechnologyShowing 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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