StockDriftsStockDriftsTop 50 Bfi Infinity LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | 11.67% | 207.8K | $24.2M | -34.08%(-107.44K) | $84.29(+29.34%) | 2026-09-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 9.74% | 232.6K | $20.2M | -3.74%(-9.04K) | $70.57(+22.48%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 9.55% | 52.9K | $19.8M | +28.32%(+11.68K) | $308.75(+21.63%) | 2026-09-30 | |
| QTUM | ETF SER SOLUTIONS | 8.13% | 111.2K | $16.9M | +2.08%(+2.26K) | $110.68(+24.89%) | 2026-09-30 | |
| GDX | VANECK ETF TRUST | 6.78% | 160.1K | $14.1M | +118.71%(+86.90K) | $61.19(+41.31%) | 2026-09-30 | |
| HACK | AMPLIFY ETF TR | 6.73% | 115.1K | $14.0M | new | $110.40(+6.90%) | 2026-09-30 | |
| SETM | SPROTT FDS TR | 5.73% | 405.5K | $11.9M | +0.30%(+1.21K) | $27.31(-4.45%) | 2026-09-30 | |
| EZU | ISHARES INC | 3.09% | 95.2K | $6.4M | -0.80%(-770) | $57.71(+12.85%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.62% | 11.9K | $5.4M | +1402.40%(+11.12K) | $462.23(-9.09%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.56% | 23.2K | $5.3M | +955.86%(+21.03K) | $206.05(+5.36%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.89% |
Bfi Infinity LTD reports $212.11M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are AAXJ (11.7%), VGK (9.7%) and VTI (9.6%). The top 20 holdings account for 86.57% of reported assets. Its disclosed equity book has returned +39.37% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bfi Infinity LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043810). View Bfi Infinity LTD’s 13F filings on SEC