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Infini Capital Management Ltd

Infini Capital Management Ltd is an institution, managing $99.5M across 10 long positions as of Q3 2025 with 100% Unknown concentration, with only 10 positions, and 89% allocation to VNET.

Portfolio Value
$99.5M
Positions
10
Top Holding
VNET at 89.27%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Infini Capital Management Ltd's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$88.9M
89.27%
-$11.9M
Sold
8.6M shares
2
BIDU
Baidu
BIDU
Unknown
Unknown
$4.4M
4.42%
-$3.0M
Sold
33.4K shares
Unknown
Unknown
$2.5M
2.49%
-$215.4K
Sold
166.0K shares
4
BEKE
Unknown
Unknown
$2.4M
2.44%
+$2.4M
Bought
128.0K shares
Unknown
Unknown
$507.0K
0.51%
+$503.1K
Bought
13.1K shares
Unknown
Unknown
$422.9K
0.42%
+$422.9K
New
12.5K shares
Unknown
Unknown
$397.2K
0.40%
-$34.6K
Sold
24.0K shares
8
BILI
Unknown
Unknown
$21.9K
0.02%
+$21.9K
New
780.0 shares
Unknown
Unknown
$21.4K
0.02%
+$21.4K
Bought
950.0 shares
Unknown
Unknown
$3.2K
0.00%
+$3.2K
Bought
18.0 shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Infini Capital Management Ltd's latest filing

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Market Value
$99.5M
Prior: $147.2M
Q/Q Change
-32.37%
-$47.6M
Net Flows % of MV
-104.28%
New Purchases
2 stocks
$444.9K
Added To
2 stocks
+$2.9M
Sold Out Of
10 stocks
$37.3M
Reduced Holdings
6 stocks
-$69.9M

Increased Positions

PositionShares Δ
New
2
BILI
New
3
BEKE
+175,297.26%
+13,000.0%

Decreased Positions

PositionShares Δ
1
INFY
Sold
Sold
Sold
Sold
5
LI
Sold

Analytics

Portfolio insights and performance metrics for Infini Capital Management Ltd

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Sector Allocation

No sector data available

Market Cap Distribution

N/A (ETF or Unknown): 100.00%N/A (ETF or Unknown)
N/A (ETF or Unknown)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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