Infinitum Asset Management’s Unity U Stock Holding History

Infinitum Asset Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121M	Hold	4,250,000	–	–	12.35%	3
2026 Q1	$93.2M	Buy	4,250,000 +2,850,000	+204%	+$79.1M	11.64%	3
2025 Q4	$61.8M	Hold	1,400,000	–	–	9.15%	4
2025 Q3	$56.1M	Hold	1,400,000	–	–	10.31%	3
2025 Q2	$33.9M	Buy	+1,400,000	New	+$30.8M	7.5%	4

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Infinitum Asset Management's U Position: Q2 2026 in Review

Infinitum Asset Management held its Unity (U) position steady in Q2 2026 at 4,250,000 shares worth $121M. The position accounts for 12.35% of the portfolio, ranked #3.

Infinitum Asset Management first reported a position in U in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold U as of Q2 2026.

Infinitum Asset Management held 4,250,000 shares of Unity worth $121M as of Q2 2026.
Infinitum Asset Management left its Unity share count unchanged in Q2 2026.
Unity made up 12.35% of Infinitum Asset Management's portfolio in Q2 2026, its #3 holding.
Infinitum Asset Management first reported a position in Unity in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Infinitum Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.