INFINITUM ASSET MANAGEMENT, LLC - Portfolio Stock Holdings

INFINITUM ASSET MANAGEMENT, LLC disclosed 22 stock positions in a recent SEC 13F filing. $794,802,108 of stock holdings were filed, with the largest holdings including SE, AVBP, and U. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,138,676,308 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.