Infini Capital Management Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Infini Capital Management Ltd disclosed 8 US equity positions worth $116.2m in its Q3 2024 13F filing. The largest position was JD at 33.2% of the reported book, followed by VNET and BABA.
What did Infini Capital Management Ltd own in Q3 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | JD JD.Com Inc | Consumer Cyclical | 33.2% | $38.6m | 965,844 | – | |
| 2 | VNET VNET Group Inc | Technology | 24.6% | $28.6m | 7,010,422 | – | |
| 3 | BABA Alibaba Group Hldg Ltd | Consumer Cyclical | 18.1% | $21.0m | 198,050 | – | |
| 4 | NCNO nCino Inc | Technology | 11.0% | $12.8m | 403,921 | – | |
| 5 | PLTK Playtika Hldg Corp | Communication Services | 9.6% | $11.1m | 1,403,315 | – | |
| 6 | TCOM Trip com Group Ltd | Consumer Cyclical | 1.9% | $2.2m | 36,900 | – | |
| 7 | BIDU Baidu Inc | Communication Services | 1.0% | $1.2m | 11,200 | – | |
| 8 | Canoo Inc | 0.6% | $715.8k | 727,842 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.