INFINITUM ASSET MANAGEMENT, LLC
FORT LAUDERDALE FL · SEC CIK 0002058093
$9.83亿2026Q2 申报市值
17持仓数
92.7%前十大占比 · 第一大 20.5%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SE 加仓+$5,225.59万
AVLN 新建仓+$1,354.26万
FIGR 加仓+$1,074.85万
AVBP 加仓+$1,005.59万
2026Q2 卖出最多 按季末市值估算
APP 清仓-$3,980.00万
AMZN 减仓-$1,787.55万
GOOG 减仓-$1,237.01万
CRWV 清仓-$1,162.05万
WIX 清仓-$900.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SE | Sea Ltd | $2.02亿 | 20.50% | 2,708,800 | 702,300 | 35.0% | $5,225.59万 | 加仓 |
| AVBP | Arrivent Biopharma Inc | $1.54亿 | 15.68% | 4,438,384 | 289,461 | 7.0% | $1,005.59万 | 加仓 |
| U | Unity Software Inc | $1.21亿 | 12.35% | 4,250,000 | 0 | 0.0% | — | 不变 |
| BHVN | Biohaven Ltd | $9,300.00万 | 9.46% | 6,250,000 | 0 | 0.0% | — | 不变 |
| MANE | Veradermics Inc | $8,988.75万 | 9.14% | 731,149 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $8,357.48万 | 8.50% | 175,000 | 0 | 0.0% | — | 不变 |
| GTLB | Gitlab Inc | $5,720.85万 | 5.82% | 2,177,724 | -72,276 | -3.2% | -$189.87万 | 减仓 |
| FIGR | Figure Technology Solutions Inc | $4,913.60万 | 5.00% | 1,600,000 | 350,000 | 28.0% | $1,074.85万 | 加仓 |
| NVDA | NVIDIA Corp | $4,001.80万 | 4.07% | 200,000 | 0 | 0.0% | — | 不变 |
| RDDT | Reddit Inc | $2,169.75万 | 2.21% | 125,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,766.65万 | 1.80% | 50,000 | -35,010 | -41.2% | -$1,237.01万 | 减仓 |
| AVLN | Avalyn Pharma Inc | $1,354.26万 | 1.38% | 411,378 | 411,378 | — | $1,354.26万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $1,234.98万 | 1.26% | 923,006 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.Com Inc | $1,191.70万 | 1.21% | 50,000 | -75,000 | -60.0% | -$1,787.55万 | 减仓 |
| MANU | Manchester United PLC | $848.41万 | 0.86% | 370,000 | 0 | 0.0% | — | 不变 |
| ACHR | Archer Aviation Inc | $526.06万 | 0.54% | 1,112,187 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $225.32万 | 0.23% | 4,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$3,980.00万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,162.05万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -100,000 | -100.0% | -$900.70万 | 清仓 |
| TRIP | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -380,500 | -100.0% | -$405.61万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$396.48万 | 清仓 |
| — | GTLB 09/18/2026 CALL 22.5 看涨期权 | $0 | 0.00% | 0 | -4,300 | -100.0% | -$163.40万 | 清仓 |