Infinitum Asset Management, LLC
Infinitum Asset Management, LLC reported 20 holdings worth US$983M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Infinitum Asset Management, LLC reported 20 holdings worth US$983M as of Jun 30, 2026. Largest: Arrivent Biopharma, Inc., Unity Software Inc. and Biohaven Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$983M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Arrivent Biopharma, Inc. | 4.44M | US$154M | 15.7% |
| Unity Software Inc. | 4.25M | US$121M | 12.4% |
| Biohaven Ltd. | 6.25M | US$93M | 9.5% |
| Veradermics, Incorporated | 731K | US$89.9M | 9.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 175K | US$83.6M | 8.5% |
| Gitlab Inc. | 2.18M | US$57.2M | 5.8% |
| Figure Technology Solutions, Inc. | 1.6M | US$49.1M | 5.0% |
| Nvidia Corporation | 200K | US$40M | 4.1% |
| Reddit, Inc. | 125K | US$21.7M | 2.2% |
| Alphabet Inc (google) Class C | 49,435 | US$17.7M | 1.8% |
| Avalyn Pharma Inc. | 411K | US$13.5M | 1.4% |
| Benitec Biopharma Inc. | 923K | US$12.3M | 1.3% |
| Amazon.com, Inc. | 50,000 | US$11.9M | 1.2% |
| Manchester | 370K | US$8.48M | 0.86% |
| Archer Aviation Inc. | 1.11M | US$5.26M | 0.54% |
| Meta Platforms, Inc. | 4,000 | US$2.25M | 0.23% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Coreweave, Inc. | 0 | US$0 | 0.00% |
| Synopsys, Inc. | 0 | US$0 | 0.00% |
| Tripadvisor, Inc. | 0 | US$0 | 0.00% |