Infinitum Asset Management, LLC Top Holdings and 13F Report (2026) About Infinitum Asset Management, LLCInvestment ActivityInfinitum Asset Management, LLC has $800.74 million in total holdings as of March 31, 2026.Infinitum Asset Management, LLC owns shares of 22 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 36.54% of the portfolio was purchased this quarter.About 5.63% of the portfolio was sold this quarter.This quarter, Infinitum Asset Management, LLC has purchased 18 new stocks and bought additional shares in 6 stocks.Infinitum Asset Management, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings SEA $166,158,265ARRIVENT BIOPHARMA INC $95,715,654Unity Software $93,245,000Taiwan Semiconductor Manufacturing $59,141,250Biohaven $52,875,000 Largest New Holdings this Quarter 922967104 - VERADERMICS INC $46,172,059 Holding03831W108 - APPLOVIN CORP $39,800,000 Holding75734B100 - REDDIT INC $16,831,250 Holding21873S108 - COREWEAVE INC $11,620,500 HoldingM98068105 - Wix.com $9,007,000 Holding Largest Purchases this Quarter SEA 1,000,000 shares (about $82.81M)Unity Software 2,850,000 shares (about $62.53M)VERADERMICS INC 731,149 shares (about $46.17M)APPLOVIN CORP 100,000 shares (about $39.80M)GitLab 850,000 shares (about $18.39M) Largest Sales this Quarter Alphabet 14,990 shares (about $4.30M)FIGURE TECHNOLOGY SOLUTIO 75,000 shares (about $2.55M) 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$166,158,265$82,810,000 â–²99.4%2,006,50020.8%Computer and TechnologyARRIVENT BIOPHARMA INC$95,715,654$576,750 â–²0.6%4,148,92312.0%COMUUnity Software$93,245,000$62,529,000 â–²203.6%4,250,00011.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$59,141,2500.0%175,0007.4%Computer and TechnologyBHVNBiohaven$52,875,0000.0%6,250,0006.6%MedicalGTLBGitLab$48,690,000$18,394,000 â–²60.7%2,250,0006.1%Computer and TechnologyVERADERMICS INC$46,172,059$46,172,059 â–²New Holding731,1495.8%COMMON STOCKFIGURE TECHNOLOGY SOLUTIO$42,437,500$2,546,250 â–¼-5.7%1,250,0005.3%COM CL AAPPLOVIN CORP$39,800,000$39,800,000 â–²New Holding100,0005.0%COM CL ANVDANVIDIA$34,880,0000.0%200,0004.4%Computer and TechnologyAMZNAmazon.com$26,033,7500.0%125,0003.3%Retail/WholesaleGOOGAlphabet$24,385,969$4,300,031 â–¼-15.0%85,0103.0%Computer and TechnologyREDDIT INC$16,831,250$16,831,250 â–²New Holding125,0002.1%CL ACOREWEAVE INC$11,620,500$11,620,500 â–²New Holding150,0001.5%COM CL ABENITEC BIOPHARMA INC$9,830,014$257,038 â–²2.7%923,0061.2%COM NEWWIXWix.com$9,007,000$9,007,000 â–²New Holding100,0001.1%Computer and TechnologyMANUManchester United$6,223,400$2,993,960 â–²92.7%370,0000.8%Consumer DiscretionaryACHRArcher Aviation$5,750,0070.0%1,112,1870.7%AerospaceTRIPTripAdvisor$4,056,1300.0%380,5000.5%Retail/WholesaleSNPSSynopsys$3,964,8000.0%10,0000.5%Computer and TechnologyMETAMeta Platforms$2,288,5200.0%4,0000.3%Computer and TechnologyGTLB 09/18/2026 CALL 22.5$1,634,000$1,634,000 â–²New Holding4,3000.2%CALLCFLTConfluent$0$37,800,000 â–¼-100.0%00.0%Computer and TechnologyDKNGDraftKings$0$450,000 â–¼-100.0%00.0%Consumer DiscretionaryShowing 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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