Infinitum Asset Management, LLC
Infinitum Asset Management, LLC is a US-based hedge fund headquartered in Fort Lauderdale, Florida. Registered with the SEC (CIK: 0002058093), it files regular 13F reports as an institutional investment adviser. The firm oversees a portfolio of public equities and related securities. It is a relatively new and emerging manager, with estimated employee count under 10, serving institutional clients and high-net-worth individuals.
Investment Strategy
Infinitum Asset Management, LLC manages a concentrated long-only public equities portfolio, focusing on growth technology, innovation, and biotech sectors. Its holdings as of Q2 2025 include large positions in SEA Ltd, Arrivent Biopharma, Taiwan Semiconductor, and Unity Software, indicating a strategy oriented toward disruptive companies, emerging markets, and high-growth US and international tech leaders. The fund employs fundamental research and sector specialization to identify substantial growth or breakthrough potential.
Latest 13F Filing Activity
Infinitum Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions and 2 options positions with a total 13F market value of $452M. The fund increased holdings in Arrivent Biopharma Inc., Unity Software Inc., Sea LTD among other positions. Infinitum Asset Management, LLC reduced exposure to Coreweave Inc., Benitec Biopharma Inc., Nvidia Corporation among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SE | Sea Ltd | 19.77% | $89.3M | 558,088 | $111.08 | $159.94 | +$23.2M |
A AVBP | Arrivent Biopharma Inc | 16.48% | $74.4M | 3,418,923 | $23.71 | $21.77 | +$36.2M |
T TSM | Taiwan Semiconductor Manufacturing Co Ltd | 8.78% | $39.6M | 175,000 | $172.30 | $226.49 | +$10.6M |
U U | Unity Software Inc | 7.50% | $33.9M | 1,400,000 | $24.20 | $24.20 | +$33.9M |
A AMZN | Amazon.Com Inc | 6.07% | $27.4M | 125,000 | $190.26 | $219.39 | +$3.6M |
Options Positions (2)
Industry Allocation
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