Infini Capital Management LTD
Infini Capital Management Ltd is an institutional investment management firm headquartered in Central, Hong Kong. The firm files regular 13F reports with the SEC, reflecting its role as a cross-border asset manager. Its focus is on public equities and related investments, with a portfolio demonstrated in regular filings. Infini serves sophisticated institutional and qualified investors globally. The precise founding year and employee count are not disclosed in filings, but it has an established presence in major Hong Kong financial centers.
Investment Strategy
Infini Capital Management Ltd pursues a public equities-focused investment strategy, holding positions primarily in U.S. and international ADRs, with notable concentration in Chinese technology, internet, and consumer companies. The firm demonstrates thematic and concentrated bets, with significant exposure to sectors such as online services, semiconductors, and e-commerce. It actively manages a relatively small number of holdings and may focus on market trends and opportunities tied to Greater China and global technology sectors.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VNET | VNET Group Inc | 44.41% | $67.3M | 9,758,083 | $4.87 | $6.90 | +$9.8M |
B BABA | Alibaba Group Holding Ltd | 22.74% | $34.5M | 303,975 | $113.41 | $113.41 | +$34.5M |
I INFY | INFOSYS LTD | 11.32% | $17.2M | 926,200 | $18.53 | $18.53 | +$17.2M |
P PLTK | Playtika Holding Corp | 3.59% | $5.4M | 1,150,890 | $7.92 | $4.73 | -$1.8M |
A AS | AMER SPORTS ORD | 3.45% | $5.2M | 135,000 | $38.76 | $38.76 | +$5.2M |