Q2 2025 · 13F-HR
Infini Capital Management Ltdholdings as filed
Filed 2025-08-29 · accession 0001936249-25-000009
$151.6M
Reported value
20
Positions
2025-06-30
Period end
The Brief · Infini Capital Management Ltd · Q2 2025
AI · grounded in 13F
Infini Capital Management Ltd established a new position in VNET Group Inc VNET valued at $67.3M. The fund also initiated new stakes in Alibaba Group Holding Ltd BABA for $34.5M and INFOSYS LTD INFY for $17.2M. Other new additions include Playtika Holding Corp PLTK, AMER SPORTS ORD AS, and Baidu Inc BIDU.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 90138A103 | VNET | VNET Group Inc | $67.3M | 44.4% | 9,758,083 | Common | SOLE |
| 01609W102 | BABA | Alibaba Group Holding Ltd | $34.5M | 22.7% | 303,975 | Common | SOLE |
| 456788108 | INFY | INFOSYS LTD | $17.2M | 11.3% | 926,200 | Common | SOLE |
| 72815L107 | PLTK | Playtika Holding Corp | $5.4M | 3.59% | 1,150,890 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS ORD | $5.2M | 3.45% | 135,000 | Common | SOLE |
| 056752108 | BIDU | Baidu Inc | $4.8M | 3.18% | 56,161 | Common | SOLE |
| 63947X101 | NCNO | nCino Inc | $3.7M | 2.42% | 131,355 | Common | SOLE |
| 722304AC6 | PDD 0 12/01/25 | PDD HOLDINGS INC | $2.4M | 1.61% | 2,500,000 | Common | SOLE |
| 49639K101 | KC | KINGSOFT CLOUD HLDGS LTD | $2.3M | 1.49% | 180,400 | Common | SOLE |
| 50202M102 | LI | Li Auto Inc | $2.0M | 1.32% | 74,000 | Common | SOLE |
| 98980AAB1 | ZTO 1.5 09/01/27 | ZTO EXPRESS CAYMAN INC | $2.0M | 1.31% | 2,000,000 | Common | SOLE |
| 172573107 | CRCL | CIRCLE INTERNET GROUP INC | $1.1M | 0.74% | 6,200 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $989,000 | 0.65% | 25,000 | Common | SOLE |
| 25460G112 | V32S | DIREXION SHS ETF TR | $804,780 | 0.53% | 102,000 | Common | SOLE |
| 15743P104 | CHA | CHAGEE HOLDINGS LTD | $681,158 | 0.45% | 26,088 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $602,280 | 0.40% | 4,000 | Common | SOLE |
| 66981J102 | MNSO | MINISO Group Holding Ltd | $285,143 | 0.19% | 15,650 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC | $279,950 | 0.18% | 5,000 | Common | SOLE |
| 36165L108 | GDS | GDS Holdings Ltd | $3,057 | 0.00% | 100 | Common | SOLE |
| 482497104 | BEKE | Ke Holdings Inc | $1,295 | 0.00% | 73 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.