INFINITUM ASSET MANAGEMENT, LLC
FORT LAUDERDALE FL · SEC CIK 0002058093
$8.01亿2026Q1 申报市值
22持仓数
84.8%前十大占比 · 第一大 20.8%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SE 加仓+$8,281.00万
U 加仓+$6,252.90万
MANE 新建仓+$4,617.21万
APP 新建仓+$3,980.00万
GTLB 加仓+$1,839.40万
2026Q1 卖出最多 按季末市值估算
Confluent Inc 清仓-$3,780.00万
DKNG 清仓-$1,723.00万
GOOG 减仓-$430.00万
FIGR 减仓-$254.62万
2026Q1 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 | $1.66亿 | 20.75% | 2,006,500 | 1,000,000 | 99.4% | $8,281.00万 | 加仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $9,571.57万 | 11.95% | 4,148,923 | 25,000 | 0.6% | $57.68万 | 加仓 |
| U | UNITY BANCORP INC | $9,324.50万 | 11.64% | 4,250,000 | 2,850,000 | 203.6% | $6,252.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,914.12万 | 7.39% | 175,000 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $5,287.50万 | 6.60% | 6,250,000 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $4,869.00万 | 6.08% | 2,250,000 | 850,000 | 60.7% | $1,839.40万 | 加仓 |
| MANE | VERADERMICS INC | $4,617.21万 | 5.77% | 731,149 | 731,149 | — | $4,617.21万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $4,243.75万 | 5.30% | 1,250,000 | -75,000 | -5.7% | -$254.62万 | 减仓 |
| APP | APPLOVIN CORP | $3,980.00万 | 4.97% | 100,000 | 100,000 | — | $3,980.00万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $3,488.00万 | 4.36% | 200,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2,603.38万 | 3.25% | 125,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,438.60万 | 3.05% | 85,010 | -14,990 | -15.0% | -$430.00万 | 减仓 |
| RDDT | REDDIT INC | $1,683.12万 | 2.10% | 125,000 | 125,000 | — | $1,683.12万 | 新建仓 |
| CRWV | COREWEAVE INC | $1,162.05万 | 1.45% | 150,000 | 150,000 | — | $1,162.05万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $983.00万 | 1.23% | 923,006 | 24,135 | 2.7% | $25.70万 | 加仓 |
| WIX | WIX COM LTD | $900.70万 | 1.12% | 100,000 | 100,000 | — | $900.70万 | 新建仓 |
| MANU | MANCHESTER UTD PLC NEW | $622.34万 | 0.78% | 370,000 | 178,000 | 92.7% | $299.40万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $575.00万 | 0.72% | 1,112,187 | 0 | 0.0% | — | 不变 |
| TRIP | TRIP COM GROUP LTD | $405.61万 | 0.51% | 380,500 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $396.48万 | 0.50% | 10,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $228.85万 | 0.29% | 4,000 | 0 | 0.0% | — | 不变 |
| — | GTLB 09/18/2026 CALL 22.5 看涨期权 | $163.40万 | 0.20% | 4,300 | 4,300 | — | $163.40万 | 新建仓 |
| — | Confluent Inc | $0 | 0.00% | 0 | -1,250,000 | -100.0% | -$3,780.00万 | 清仓 |
| DKNG | DKNG 01/16/2026 CALL 35 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,723.00万 | 清仓 |