Infini Capital Management Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Infini Capital Management Ltd disclosed 6 US equity positions worth $79.1m in its Q4 2024 13F filing. The largest position was VNET at 42.0% of the reported book, followed by BIDU and NCNO. Against the Q3 2024 filing, it opened 2 new positions, added to 1 and reduced 0 among the top 6 holdings.
What did Infini Capital Management Ltd own in Q4 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VNET VNET Group Inc | Technology | 42.0% | $33.2m | 7,010,422 | 0% | held |
| 2 | BIDU Baidu Inc | Communication Services | 19.2% | $15.2m | 180,360 | 1510% | added |
| 3 | NCNO nCino Inc | Technology | 17.1% | $13.6m | 403,921 | 0% | held |
| 4 | PLTK Playtika Holding Corp | Communication Services | 12.3% | $9.7m | 1,403,315 | 0% | held |
| 5 | NTES NetEase Inc | Communication Services | 9.2% | $7.3m | 82,000 | – | new |
| 6 | Canoo Inc | 0.1% | $51.3k | 36,392 | – | new |
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.