Infini Capital Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Infini Capital Management Ltd reported 6 stock positions worth $79.1 million. Its top holding was Vnet Group Inc.-ADR (VNET) at 42.0% of the portfolio, followed by Baidu Inc. - Spon ADR (BIDU, 19.2%) and Ncino (NCNO, 17.1%). Compared with Q3 2024, it opened 1 new position, sold out of 3 and added to 1. The biggest buy was Baidu Inc. - Spon ADR (BIDU, shares +1510%) and the biggest sale an exit from Jd.com Inc.-ADR (JD).
- Most Recent 13F
- Q2 2026
- Location
- CENTRAL
- CIK
- 0001936249
- Portfolio Value
- $79.1M (Q4 2024)
- SEC Filing
- 0001936249-25-000002 ↗ filed Feb 4, 2025
Holdings Value
Holdings 6 stocks · $79.1M
| VNET Vnet Group Inc.-ADR | 42.01% | 7,010,422 | $33.2M | No change |
| BIDU Baidu Inc. - Spon ADR | 19.22% | 180,360 | $15.2M | Add +1510.4% |
| NCNO Ncino Inc. | 17.15% | 403,921 | $13.6M | No change |
| PLTK Playtika Holding Corp. | 12.31% | 1,403,315 | $9.7M | No change |
| NTES Netease Inc.-ADR | 9.25% | 82,000 | $7.3M | New |
| GOEVQ Canoo Inc. | 0.06% | 36,392 | $51K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1 | $38.9M | VNET |
| Q1 2026 | 0 | $0 | |
| Q4 2025 | 2 | $12.4M | VNET, CHA |
| Q3 2025 | 10 | $99.5M | VNET, BIDU, KC, BEKE, GDS |
| Q2 2025 | 18 | $147.2M | VNET, BABA, INFY, PLTK, AS |
| Q1 2025 | 14 | $99.5M | VNET, NCNO, BIDU, PLTK, ASX |
| Q4 2024 | 6 | $79.1M | VNET, BIDU, NCNO, PLTK, NTES |
| Q3 2024 | 8 | $116.2M | JD, VNET, BABA, NCNO, PLTK |