IAM
Infinitum Asset Management Portfolio holdings
AUM
$451M
1 Year Est. Return
–
AUM
$451M
AUM Growth
+$139M
(+44%)
Holding
31
Top Buys
| 1 | +$33.9M | |
| 2 | +$29.4M | |
| 3 | +$12.5M | |
| 4 |
First Solar
FSLR
|
+$12.4M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$8.87M |
Top Sells
| 1 | +$18.5M | |
| 2 | +$8.67M | |
| 3 | +$7.31M | |
| 4 |
SAIL
SailPoint Inc
SAIL
|
+$1.88M |
Sector Composition
| 1 | Technology | 41.97% |
| 2 | Consumer Discretionary | 28.41% |
| 3 | Healthcare | 20.91% |
| 4 | Communication Services | 6.04% |
| 5 | Industrials | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
YMAB
26
DELISTED
Y-mAbs Therapeutics
YMAB
| $701K | 0.16% |
155,529
|
|
||
27
Karooooo
KARO
$1.38B
| $245K | 0.05% |
+5,000
|
|
||
28
NVIDIA
NVDA
$4.46T
| – | – |
-80,000
|
|
||
29
Sarepta Therapeutics
SRPT
$2.36B
| – | – |
0
|
|
||
|
SAIL
30
SailPoint Inc
SAIL
$12.2B
| – | – |
-100,000
|
|
||
|
CRWV
31
CoreWeave Inc
CRWV
$67.8B
| – | – |
-500,000
|
|