Filed: 8/29/2025ACC: 0001936249-25-000009
📋 What this filing means
INFINI CAPITAL MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $151.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$151.60M
Total AUM (reported)
17.40M
Total Shares
Allocation by class
SPONSORED ADS A$67.33M44.4%
SPONSORED ADS$37.45M24.7%
SPONSORED ADR$17.16M11.3%
COM$9.12M6.0%
COM SHS$5.23M3.5%
SPON ADR REP A$4.82M3.2%
NOTE$4.43M2.9%
Portfolio Concentration
Top 3$118.97M78.5%
4–10$25.88M17.1%
11–25$6.76M4.5%
Top 3 weight
78.5%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 17.40M
Sole
Full voting authority
17.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
VNET Group Inc
SOLEShares9.76M
TypeSH
Market value$67.33M
44.41%
Sole
9.76M
Shared
0.00
None
0.00
Alibaba Group Holding Ltd
SOLEShares303.98K
TypeSH
Market value$34.47M
22.74%
Sole
303.98K
Shared
0.00
None
0.00
INFOSYS LTD
SOLEShares926.20K
TypeSH
Market value$17.16M
11.32%
Sole
926.20K
Shared
0.00
None
0.00
Playtika Holding Corp
SOLEShares1.15M
TypeSH
Market value$5.44M
3.59%
Sole
1.15M
Shared
0.00
None
0.00
AMER SPORTS ORD
SOLEShares135K
TypeSH
Market value$5.23M
3.45%
Sole
135K
Shared
0.00
None
0.00
Baidu Inc
SOLEShares56.16K
TypeSH
Market value$4.82M
3.18%
Sole
56.16K
Shared
0.00
None
0.00
nCino Inc
SOLEShares131.35K
TypeSH
Market value$3.67M
2.42%
Sole
131.35K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares2.50M
TypePRN
Market value$2.45M
1.61%
Sole
2.50M
Shared
0.00
None
0.00
KINGSOFT CLOUD HLDGS LTD
SOLEShares180.40K
TypeSH
Market value$2.26M
1.49%
Sole
180.40K
Shared
0.00
None
0.00
Li Auto Inc
SOLEShares74K
TypeSH
Market value$2.01M
1.32%
Sole
74K
Shared
0.00
None
0.00
ZTO EXPRESS CAYMAN INC
SOLEShares2M
TypePRN
Market value$1.99M
1.31%
Sole
2M
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares6.20K
TypeSH
Market value$1.12M
0.74%
Sole
6.20K
Shared
0.00
None
0.00
NUSCALE PWR CORP
SOLEShares25K
TypeSH
Market value$989.0K
0.65%
Sole
25K
Shared
0.00
None
0.00
DIREXION SHS ETF TR
SOLEShares102K
TypeSH
Market value$804.8K
0.53%
Sole
102K
Shared
0.00
None
0.00
CHAGEE HOLDINGS LTD
SOLEShares26.09K
TypeSH
Market value$681.2K
0.45%
Sole
26.09K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares4K
TypeSH
Market value$602.3K
0.40%
Sole
4K
Shared
0.00
None
0.00
MINISO Group Holding Ltd
SOLEShares15.65K
TypeSH
Market value$285.1K
0.19%
Sole
15.65K
Shared
0.00
None
0.00
OKLO INC
SOLEShares5K
TypeSH
Market value$279.9K
0.18%
Sole
5K
Shared
0.00
None
0.00
GDS Holdings Ltd
SOLEShares100.00
TypeSH
Market value$3.1K
<0.01%
Sole
100.00
Shared
0.00
None
0.00
Ke Holdings Inc
SOLEShares73.00
TypeSH
Market value$1.3K
<0.01%
Sole
73.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VNET Group IncSOLE | SPONSORED ADS A | 9.76M | SH | $67.33M 44.41% | 9.76M | 0.00 | 0.00 |
Alibaba Group Holding LtdSOLE | SPONSORED ADS | 303.98K | SH | $34.47M 22.74% | 303.98K | 0.00 | 0.00 |
INFOSYS LTDSOLE | SPONSORED ADR | 926.20K | SH | $17.16M 11.32% | 926.20K | 0.00 | 0.00 |
Playtika Holding CorpSOLE | COM | 1.15M | SH | $5.44M 3.59% | 1.15M | 0.00 | 0.00 |
AMER SPORTS ORDSOLE | COM SHS | 135K | SH | $5.23M 3.45% | 135K | 0.00 | 0.00 |
Baidu IncSOLE | SPON ADR REP A | 56.16K | SH | $4.82M 3.18% | 56.16K | 0.00 | 0.00 |
nCino IncSOLE | COM | 131.35K | SH | $3.67M 2.42% | 131.35K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | NOTE | 2.50M | PRN | $2.45M 1.61% | 2.50M | 0.00 | 0.00 |
KINGSOFT CLOUD HLDGS LTDSOLE | ADS | 180.40K | SH | $2.26M 1.49% | 180.40K | 0.00 | 0.00 |
Li Auto IncSOLE | SPONSORED ADS | 74K | SH | $2.01M 1.32% | 74K | 0.00 | 0.00 |
ZTO EXPRESS CAYMAN INCSOLE | NOTE | 2M | PRN | $1.99M 1.31% | 2M | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 6.20K | SH | $1.12M 0.74% | 6.20K | 0.00 | 0.00 |
NUSCALE PWR CORPSOLE | CL A COM | 25K | SH | $989.0K 0.65% | 25K | 0.00 | 0.00 |
DIREXION SHS ETF TRSOLE | DAILY SEMICONDUC | 102K | SH | $804.8K 0.53% | 102K | 0.00 | 0.00 |
CHAGEE HOLDINGS LTDSOLE | SPONSORED ADS | 26.09K | SH | $681.2K 0.45% | 26.09K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 4K | SH | $602.3K 0.40% | 4K | 0.00 | 0.00 |
MINISO Group Holding LtdSOLE | SPONSORED ADS | 15.65K | SH | $285.1K 0.19% | 15.65K | 0.00 | 0.00 |
OKLO INCSOLE | COM CL A | 5K | SH | $279.9K 0.18% | 5K | 0.00 | 0.00 |
GDS Holdings LtdSOLE | SPONSORED ADS | 100.00 | SH | $3.1K <0.01% | 100.00 | 0.00 | 0.00 |
Ke Holdings IncSOLE | SPONSORED ADS | 73.00 | SH | $1.3K <0.01% | 73.00 | 0.00 | 0.00 |