StockDriftsStockDriftsTop 21 Infinitum Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 20.79% | 2.01M | $166.2M | +99.35%(+1.00M) | $116.89(-11.63%) | 2026-03-31 | |
| AVBP | ARRIVENT BIOPHARMA INC | 11.98% | 4.15M | $95.7M | +0.61%(+25.00K) | $22.36(+55.02%) | 2026-03-31 | |
| U | UNITY BANCORP INC | 11.67% | 4.25M | $93.2M | +203.57%(+2.85M) | $29.54(-0.73%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.4% | 175.0K | $59.1M | +0.00%(+0) | $182.51(+137.88%) | 2026-03-31 | |
| BHVN | BIOHAVEN LTD | 6.62% | 6.25M | $52.9M | +0.00%(+0) | $14.79(+7.92%) | 2026-03-31 | |
| GTLB | GITLAB INC | 6.09% | 2.25M | $48.7M | +60.71%(+850.00K) | $39.44(-18.69%) | 2026-03-31 | |
| MANE | VERADERMICS INC | 5.78% | 731.1K | $46.2M | new | $63.15(+105.45%) | 2026-03-31 | |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 5.31% | 1.25M | $42.4M | -5.66%(-75.00K) | $36.67(-7.51%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 4.98% | 100.0K | $39.8M | new | $535.91(-1.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.36% | 200.0K | $34.9M | +0.00%(+0) | $160.46(+21.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.18% | +52.80% |
| Top 20 Holdings Unweighted | +4.86% | +15.29% |
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