# INFINITUM ASSET MANAGEMENT, LLC: Form 13F holdings

An institutional investment manager in FORT LAUDERDALE, FL. SEC CIK 2058093.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $983.2m
- Positions: 17 (20 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2058093/000207367926000092/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Sea Ltd (SE)](/companies/se.md) | SPONSORD ADS | $201.6m | 20.5% | 2,708,800 |  | Added +702,300 |
| [Arrivent Biopharma Inc (AVBP)](/companies/avbp.md) | COM | $154.2m | 15.7% | 4,438,384 |  | Added +289,461 |
| [Unity Software Inc (U)](/companies/u.md) | COM | $121.5m | 12.4% | 4,250,000 |  | Unchanged |
| Biohaven Ltd | COM | $93.0m | 9.5% | 6,250,000 |  | Unchanged |
| [Veradermics Inc (MANE)](/companies/mane.md) | COMMON STOCK | $89.9m | 9.1% | 731,149 |  | Unchanged |
| [Taiwan Semiconductor Manufacturing Co Ltd (TSM)](/companies/tsm.md) | SPONSORED ADS | $83.6m | 8.5% | 175,000 |  | Unchanged |
| [Gitlab Inc (GTLB)](/companies/gtlb.md) | CLASS A COM | $57.2m | 5.8% | 2,177,724 |  | Reduced −72,276 |
| [Figure Technology Solutions Inc (FIGR)](/companies/figr.md) | COM CL A | $49.1m | 5.0% | 1,600,000 |  | Added +350,000 |
| [NVIDIA Corp (NVDA)](/companies/nvda.md) | COM | $40.0m | 4.1% | 200,000 |  | Unchanged |
| [Reddit Inc (RDDT)](/companies/rddt.md) | CL A | $21.7m | 2.2% | 125,000 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $17.7m | 1.8% | 50,000 |  | Reduced −35,010 |
| [Avalyn Pharma Inc (AVLN)](/companies/avln.md) | COM SHS | $13.5m | 1.4% | 411,378 |  | New +411,378 |
| [BENITEC BIOPHARMA INC (BNTC)](/companies/bntc.md) | COM NEW | $12.3m | 1.3% | 923,006 |  | Unchanged |
| [Amazon.Com Inc (AMZN)](/companies/amzn.md) | COM | $11.9m | 1.2% | 50,000 |  | Reduced −75,000 |
| Manchester United PLC | ORD CL A | $8.5m | 0.9% | 370,000 |  | Unchanged |
| [Archer Aviation Inc (ACHR)](/companies/achr.md) | COM CL A | $5.3m | 0.5% | 1,112,187 |  | Unchanged |
| [Meta Platforms Inc (META)](/companies/meta.md) | CL A | $2.3m | 0.2% | 4,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −100,000 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −150,000 |
| GTLB 09/18/2026 CALL 22.5 | CALL | $0 | 0.0% | 0 | Call | Sold out −4,300 |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [TRIP COM GROUP LTD (TRIP)](/companies/trip.md) | ADS | $0 | 0.0% | 0 |  | Sold out −380,500 |
| WIX COM LTD | SHS | $0 | 0.0% | 0 |  | Sold out −100,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0002073679-26-000092. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.