IC
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Infini Capital Management Ltd13F | |
| Infini Capital Management Ltd | |
| Last update 2025-04-30 | 14 Stocks (10 new) |
| Value $100.00 Mil | Turnover 16 % |
Infini Capital Management Ltd Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNET | VNET Group Inc | 7,010,422 | 57,485.5 | 0% | 57.770 | 0% | 2.560 | +79.48% | +90.08% | 2,424.0 | Software | |
NCNO | Ncino Inc | 403,921 | 11,095.7 | 0% | 11.150 | 0% | 0.350 | +27.81% | -8.84% | 3,549.0 | Software | |
BIDU | Baidu Inc | 81,736 | 7,522.2 | -54.68% | 7.560 | -10.51% | 0.020 | +6.32% | +4.15% | 30,186.4 | Interactive Media | |
PLTK | Playtika Holding Corp | 1,403,315 | 7,255.1 | 0% | 7.290 | 0% | 0.370 | -6.86% | -32.32% | 1,684.7 | Interactive Media | |
ASX | ASE Technology Holding Co Ltd | 451,109 | 3,951.7 | New Holding | 3.970 | +3.97% | 0.020 | +34.92% | +8.26% | 22,860.3 | Semiconductors | |
BEKE | KE Holdings Inc | 175,206 | 3,519.9 | New Holding | 3.540 | +3.54% | 0.010 | -1.26% | +4.15% | 22,326.7 | Real Estate | |
ECX | ECARX Holdings Inc | 1,591,044 | 2,004.7 | New Holding | 2.010 | +2.01% | 0.430 | +43.79% | -38.39% | 481.9 | Vehicles & Parts | |
ZTO | ZTO Express (Cayman) Inc | 100,000 | 1,979.5 | New Holding | 1.990 | +1.99% | 0.010 | +0.90% | -0.97% | 15,151.2 | Transportation | |
LI | Li Auto Inc | 74,000 | 1,864.8 | New Holding | 1.870 | +1.87% | 0.010 | +37.54% | +32.56% | 32,222.3 | Vehicles & Parts | |
JD | JD.com Inc | 38,800 | 1,595.5 | New Holding | 1.600 | +1.60% | 0.000 | -2.30% | +0.72% | 48,895.7 | Retail - Cyclical |
Infini Capital Management Ltd's Historical Top Holdings Breakdowns
Infini Capital Management Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIDU | Baidu Inc | 2025-03-31 | Reduce Reduce | -10.51% | 77.43 ($89.77) 102.51 | $87.81 | -2.18% | Reduce -54.68% | 81,736 | -98,624 | |
NTES | NetEase Inc | 2025-03-31 | Sold Out Sold Out | -9.25% | 87.76 ($100.54) 109.14 | $136.12 | 35.39% | Sold Out | 0 | -82,000 | |
ASX | ASE Technology Holding Co Ltd | 2025-03-31 | New Buy New Buy | +3.97% | 8.76 ($10.17) 11.36 | $10.52 | 3.44% | New holding | 451,109 | 451,109 | |
BEKE | KE Holdings Inc | 2025-03-31 | New Buy New Buy | +3.54% | 16.38 ($19.81) 25.09 | $18.79 | -5.15% | New holding | 175,206 | 175,206 | |
ECX | ECARX Holdings Inc | 2025-03-31 | New Buy New Buy | +2.01% | 1.26 ($2.14) 3.25 | $1.30 | -39.25% | New holding | 1,591,044 | 1,591,044 | |
ZTO | ZTO Express (Cayman) Inc | 2025-03-31 | New Buy New Buy | +1.99% | 17.93 ($19.52) 21.76 | $18.98 | -2.77% | New holding | 100,000 | 100,000 | |
LI | Li Auto Inc | 2025-03-31 | New Buy New Buy | +1.87% | 21.72 ($25.75) 32.92 | $31.80 | 23.50% | New holding | 74,000 | 74,000 | |
JD | JD.com Inc | 2025-03-31 | New Buy New Buy | +1.60% | 33.1 ($40.14) 45.21 | $33.92 | -15.50% | New holding | 38,800 | 38,800 | |
GDS | GDS Holdings Ltd | 2025-03-31 | New Buy New Buy | +0.86% | 19.92 ($30.31) 48.5 | $37.58 | 23.99% | New holding | 33,600 | 33,600 | |
MNSO | MINISO Group Holding Ltd | 2025-03-31 | New Buy New Buy | +0.29% | 18.24 ($21.82) 27.56 | $17.80 | -18.42% | New holding | 15,650 | 15,650 |
Infini Capital Management Ltd Total Holding History ($B)
Infini Capital Management Ltd's Asset Allocation
Infini Capital Management Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Infini Capital Management Ltd's Hypothetical Growth since 2025-03-31
Infini Capital Management Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Infini Capital Management Ltd's Holdings Heat Map
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Infini Capital Management Ltd's Holdings Bubble Chart
Infini Capital Management Ltd News
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