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Infinitum Asset Management - Q1 2026 13F Filings

IN

Infinitum Asset Management, LLC

CIK: 0002058093
Address: Florida Fort Lauderdale 201 E Las Olas Blvd Suite 1140
$800.74 M
Portfolio Value
22
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SE Sea Limited
+$82.81 M
2. U Unity Software
+$62.53 M
3. MANE Veradermics Incorporated
+$46.17 M
4. APP Applovin Corporation
+$39.8 M
5. GTLB Gitlab
+$18.39 M

Top Sells

Q1 2026
1. CFLT Confluent
−$37.8 M
2. GOOG Alphabet
−$4.3 M
3. FIGR Figure Technology Solutions
−$2.55 M
4. DKNG Draftkings
−$450,000

Asset Allocation

Stocks/ETFs
+18.25%
$799.11 M 99.80%
Options
+100.00%
$1.63 M 0.20%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Infinitum Asset Management Q1 2026 Filing Summary

Infinitum Asset Management, LLC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 800.74 M reflecting a +18.49% change from the prior quarter, spanning 22 assets. The top 10 holdings comprised 85.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Infinitum Asset Management’s Q1 2026 Filing

Infinitum Asset Management submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Infinitum Asset Management reported a managed portfolio value of 800.74 M, consisting of 22 individual positions.

This page displays the raw filing documents. To see which stocks Infinitum Asset Management bought or sold during Q1 2026, please visit Infinitum Asset Management's Portfolio Analysis page.