INFINITUM ASSET MANAGEMENT, LLC - Portfolio Stock Holdings

INFINITUM ASSET MANAGEMENT, LLC disclosed 22 stock positions in a recent SEC 13F filing. $1,050,512,174 of stock holdings were filed, with the largest holdings including SE, AVBP, and U. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.