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Disclosed positions
INFINITUM ASSET MANAGEMENT, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- Sea Ltd
- Ticker
- SE
- Class
- SPONSORD ADS
- Reported value
- $192,282,895
- Reported amount
- 2,006,500
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002073679-26-000092Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| Sea Ltd | SE | SPONSORD ADS | $192,282,895 | 2,006,500 | SH | None |
| Arrivent Biopharma Inc | AVBP | COM | $154,189,460 | 4,438,384 | SH | None |
| Unity Software Inc | U | COM | $121,465,000 | 4,250,000 | SH | None |
| Biohaven Ltd | BHVN | COM | $93,000,000 | 6,250,000 | SH | None |
| Veradermics Inc | MANE | COMMON STOCK | $89,887,458 | 731,149 | SH | None |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | SPONSORED ADS | $83,574,750 | 175,000 | SH | None |
| Gitlab Inc | GTLB | CLASS A COM | $55,104,330 | 1,804,924 | SH | None |
| Figure Technology Solutions Inc | FIGR | COM CL A | $49,136,000 | 1,600,000 | SH | None |
| NVIDIA Corp | NVDA | COM | $40,018,000 | 200,000 | SH | None |
| Reddit Inc | RDDT | CL A | $21,697,500 | 125,000 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $17,666,500 | 50,000 | SH | None |
| Avalyn Pharma Inc | AVLN | COM SHS | $13,542,564 | 411,378 | SH | None |
| BENITEC BIOPHARMA INC | BNTC | COM NEW | $12,349,820 | 923,006 | SH | None |
| Amazon.Com Inc | AMZN | COM | $11,917,000 | 50,000 | SH | None |
| SE 08/21/2026 CALL 87.5 | SE | CALL | $9,270,360 | 702,300 | SH | None |
| Manchester United PLC | MANU | ORD CL A | $8,484,100 | 370,000 | SH | None |
| Archer Aviation Inc | ACHR | COM CL A | $5,260,645 | 1,112,187 | SH | None |
| Meta Platforms Inc | META | CL A | $2,253,160 | 4,000 | SH | None |
| GTLB 09/18/2026 CALL 22.5 | GTLB | CALL | $2,047,000 | 230,000 | SH | None |
| GTLB 07/17/2026 CALL 35 | GTLB | CALL | $57,120 | 142,800 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.