INFINITUM ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, INFINITUM ASSET MANAGEMENT, LLC held in its portfolio 18 assets valued at $675,797,004 (i.e. $675.80M).

The most valuable assets in the portfolio included: Sea Ltd ($128.40M), Arrivent Biopharma Inc ($82.97M), and Biohaven Ltd ($70.56M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in INFINITUM ASSET MANAGEMENT, LLC Portfolio

Sea Ltd

Arrivent Biopharma Inc

Biohaven Ltd

Unity Software Inc

Figure Technology Solutions Inc

Taiwan Semiconductor Manufacturing Co Ltd

Gitlab Inc

Confluent Inc

NVIDIA Corp

ALPHABET INC

INFINITUM ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
Sea Ltd	1006500	128399205	SPONSORD ADS
Arrivent Biopharma Inc	4123923	82973331	COM
Biohaven Ltd	6250000	70562500	COM
Unity Software Inc	1400000	61838000	COM
Figure Technology Solutions Inc	1325000	54113000	COM CL A
Taiwan Semiconductor Manufacturing Co Ltd	175000	53180750	SPONSORED ADS
Gitlab Inc	1400000	52542000	CLASS A COM
Confluent Inc	1250000	37800000	CLASS A COM
NVIDIA Corp	200000	37300000	COM
ALPHABET INC	100000	31380000	CAP STK CL C
Amazon.Com Inc	125000	28852500	COM
BENITEC BIOPHARMA INC	898871	12107792	COM NEW
Archer Aviation Inc	1112187	8363646	COM CL A
TripAdvisor Inc	380500	5540080	COM
Synopsys Inc	10000	4697200	COM
Manchester United PLC	192000	3056640	ORD CL A
Meta Platforms Inc	4000	2640360	CL A
DKNG 01/16/2026 CALL 35	500000	450000	CALL