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Infini Master Fund

SEC CIK
0001842683
Latest filing
May 12, 2022

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
45
+16 vs. Q1 2021
Portfolio value
$93.6M
+$79.6M (+569.4%) vs. Q1 2021
Filed
Aug 11, 2021
SEC
Holdings of Infini Master Fund in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
DOYUDouYu International Holdings LtdSPONSORED ADS8,409,225$57.5M61.5%+8,409,225NewHistory
WBWEIBO CorpSPONSORED ADR156,000$8.21M8.8%+156,000NewHistory
SPYSPDR S&P 500 ETF TrustETF12,783$5.41M5.8%+12,783NewHistory
APAMArtisan Partners Asset Management Inc.CL A412,381$4.11M4.4%+412,381NewHistory
VIXMProShares Trust IIVIX MDTRM FUTR N37,202$1.14M1.2%+37,202NewHistory
Magnum Opus Acquisition LtdG5S70A104SHS CL A100,000$1.00M1.1%+100,000New–
Farfetch Ltd30744W107ORD SH CL A18,900$952.0K1.0%+18,900New–
Vanguard Energy ETF92204A306ETF11,642$884.0K0.9%+11,642New–
NBPNovaBridge BiosciencesSPONSORED ADS10,000$840.0K0.9%+10,000NewHistory
DASHDoorDash, Inc.Stock4,500$803.0K0.9%+4,500NewHistory
51JOB Inc316827104SPONSORED ADS10,221$795.0K0.8%+864+9.2%Added–
NKENIKE, Inc.Stock5,000$773.0K0.8%+5,000NewHistory
LILi Auto Inc.SPONSORED ADS12,421$690.0K0.7%−2,579−17.2%ReducedHistory
FUTUFutu Holdings LtdSPON ADS CL A3,600$655.0K0.7%+3,600NewHistory
PATHUiPath, Inc.Stock9,472$643.0K0.7%+9,472NewHistory
STAAStaar Surgical CoCOM PAR $0.013,900$595.0K0.6%+3,900NewHistory
AMATApplied Materials IncStock4,000$570.0K0.6%+3,734+1,403.8%AddedHistory
GOOGAlphabet Inc.Stock205$514.0K0.5%+205NewHistory
Chindata Group Hldgs Ltd16955F107ADS34,000$513.0K0.5%+34,000New–
Catcha Investment CorpG1962Y128UNIT 99/99/999950,000$497.0K0.5%00.0%Unchanged–
RACEFerrari N.V.COM2,351$484.0K0.5%+2,351NewHistory
STLDSteel Dynamics IncCOM7,806$465.0K0.5%+7,806NewHistory
RYMRYTHM, Inc.COM33,876$403.0K0.4%+33,876NewHistory
ZIMZIM Integrated Shipping Services Ltd.SHS8,800$395.0K0.4%+8,800NewHistory
FRPTFreshpet, Inc.Stock2,300$375.0K0.4%+2,300NewHistory
DIDIYDiDi Global Inc.SPONSORED ADS26,296$372.0K0.4%+26,296NewHistory
XOMExxonMobil Holdings CorpCOM5,525$349.0K0.4%+1,112+25.2%AddedHistory
ONEWOneWater Marine Inc.CL A COM8,068$339.0K0.4%+1,886+30.5%AddedHistory
WRKWestRock CoCOM6,094$324.0K0.3%+6,094NewHistory
TTDTrade Desk, Inc.Stock3,900$302.0K0.3%+3,900NewHistory
KLACKLA CorpCOM NEW930$302.0K0.3%+930NewHistory
SKXSkechers USA IncCL A6,002$299.0K0.3%+6,002NewHistory
NVTSNavitas Semiconductor CorpCOM CL A29,500$293.0K0.3%+29,500NewHistory
GRMNGarmin LtdSHS2,000$290.0K0.3%+2,000NewHistory
ACMRACM Research, Inc.Stock2,800$286.0K0.3%+2,800NewHistory
HWMHowmet Aerospace Inc.Stock7,946$274.0K0.3%+7,946NewHistory
ONOn Semiconductor CorpStock6,673$255.0K0.3%+6,673NewHistory
BZKanzhun LtdSPONSORED ADS5,001$225.0K0.2%+5,001NewHistory
CFLTConfluent, Inc.CLASS A COM2,987$142.0K0.2%+2,987NewHistory
TIGRUP Fintech Holding LtdSPONSORED ADS21,200$132.0K0.1%+21,200NewHistory
HH&L Acquisition Co.G39714111UNIT 99/99/999910,000$100.0K0.1%−90,000−90.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF70,316$25.0K<0.1%+70,316New–
VIRVir Biotechnology, Inc.COM500$24.0K<0.1%+500NewHistory
NIONIO Inc.ADR2,800––+2,800NewHistory
CHGAChange Agents Corporation.COM120––+120NewHistory

Sold out since Q1 2021 (22)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Infini Master Fund sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
VIPSVipshop Holdings LtdSPONSORED ADS A103,216$3.08M22.0%History
TMETencent Music Entertainment GroupSPON ADS132,056$2.62M18.8%History
Paramount Global92556H206CL B14,506$692.0K5.0%–
iShares Semiconductor ETF464287523ETF1,097$448.0K3.2%–
TSLATesla, Inc.Stock650$442.0K3.2%History
SESea LtdSPONSORD ADS2,000$430.0K3.1%History
Magnum Opus Acquisition LtdG5S70A120UNIT 06/03/2026414,106$414.0K3.0%–
iShares Inc464286426MSCI EM ASIA ETF4,500$408.0K2.9%–
MUMicron Technology IncStock4,000$335.0K2.4%History
JMIAJumia Technologies AGSPONSORED ADS8,100$297.0K2.1%History
VNETVNET Group, Inc.SPONSORED ADS A8,101$253.0K1.8%History
APIAgora, Inc.ADS4,600$237.0K1.7%History
NUENucor CorpCOM3,450$236.0K1.7%History
ALGNAlign Technology IncCOM388$232.0K1.7%History
WFCWells Fargo & CompanyStock5,600$222.0K1.6%History
GSGoldman Sachs Group IncStock630$212.0K1.5%History
FISVFiserv IncStock1,830$211.0K1.5%History
MAAMid America Apartment Communities Inc.COM1,475$209.0K1.5%History
FFord Motor CoStock16,594$204.0K1.5%History
DRIDarden Restaurants IncCOM1,257$176.0K1.3%History
LAZRQLuminar Technologies, Inc.COM CL A5,880$140.0K1.0%History
IRIngersoll Rand Inc.COM4,545––History