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Infini Master Fund

SEC CIK
0001842683
Latest filing
May 12, 2022

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 8, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
23
−7 vs. Q3 2021
Portfolio value
$39.3M
+$12.0M (+43.9%) vs. Q3 2021
Filed
Feb 8, 2022
SEC
Holdings of Infini Master Fund in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF24,780$9.86M25.1%+7,780+45.8%Added–
AAPLApple Inc.Stock18,500$3.29M8.4%+18,500NewHistory
GOOGAlphabet Inc.Stock1,082$3.13M8.0%+682+170.5%AddedHistory
TSLATesla, Inc.Stock2,900$3.06M7.8%+1,300+81.3%AddedHistory
MSFTMicrosoft CorpStock8,900$2.99M7.6%+6,800+323.8%AddedHistory
KOCoca Cola CoStock35,290$2.09M5.3%+35,290NewHistory
METAMeta Platforms, Inc.Stock4,862$1.64M4.2%+1,662+51.9%AddedHistory
AMATApplied Materials IncStock10,000$1.57M4.0%+6,000+150.0%AddedHistory
TTDTrade Desk, Inc.Stock16,000$1.47M3.7%+16,000NewHistory
NVDANVIDIA CorpStock4,251$1.25M3.2%+1,251+41.7%AddedHistory
iShares MSCI India ETF46429B598ETF21,700$995.0K2.5%+12,508+136.1%Added–
Vanguard S&P 500 ETF922908363ETF2,200$960.0K2.4%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock6,300$907.0K2.3%+6,300NewHistory
OKTAOkta, Inc.CL A4,000$897.0K2.3%+4,000NewHistory
VIXMProShares Trust IIVIX MDTRM FUTR N28,000$856.0K2.2%−32,529−53.7%ReducedHistory
ALGMAllegro Microsystems, Inc.COM23,613$854.0K2.2%+23,613NewHistory
XLNXXilinx IncCOM3,700$785.0K2.0%+3,700NewHistory
SNOWSnowflake Inc.Stock1,860$630.0K1.6%+360+24.0%AddedHistory
CFLTConfluent, Inc.CLASS A COM8,105$618.0K1.6%+8,105NewHistory
BILLBILL Holdings, Inc.Stock2,300$573.0K1.5%+2,300NewHistory
ONEWOneWater Marine Inc.CL A COM6,000$366.0K0.9%−1,264−17.4%ReducedHistory
QRVOQorvo, Inc.Stock1,660$260.0K0.7%+1,660NewHistory
MTBM&T Bank CorpCOM1,660$255.0K0.6%+1,660NewHistory

Sold out since Q3 2021 (18)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Infini Master Fund sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
iShares Russell 2000 ETF464287655ETF23,950$5.24M19.2%–
SPYSPDR S&P 500 ETF TrustETF5,980$2.57M9.4%History
DASHDoorDash, Inc.Stock3,400$700.0K2.6%History
GISGeneral Mills IncStock7,590$454.0K1.7%History
DDOGDatadog, Inc.CL A COM2,000$283.0K1.0%History
SKINSkinHealth Systems Inc.COM CL A10,000$260.0K1.0%History
AFRMAffirm Holdings, Inc.COM CL A3,000$257.0K0.9%History
ADSKAutodesk, Inc.COM880$251.0K0.9%History
TJXTJX Companies IncStock3,710$245.0K0.9%History
EXCExelon CorpStock5,030$243.0K0.9%History
FDSFactset Research Systems IncStock590$233.0K0.9%History
BOKFBok Financial CorpCOM NEW2,580$231.0K0.8%History
BWABorgwarner IncCOM5,170$223.0K0.8%History
HHyatt Hotels CorpCOM CL A2,830$219.0K0.8%History
MWAMueller Water Products, Inc.COM SER A12,870$196.0K0.7%History
RYMRYTHM, Inc.COM10,000$185.0K0.7%History
MMacy's, Inc.COM7,270$164.0K0.6%History
MARMarriott International IncStock980$145.0K0.5%History