Data as of Q4 2025 (Dec 31, 2025)

Infini Capital Management Ltd

โ€ขCIK: 1936249โ€ขFiling: Q4 2025

**Infini Capital Management Ltd.** is a focused, concentrated investment vehicle currently managing $12M in assets. The fund's portfolio is highly weighted toward technology and growth names, evidenced by its top holding in VNET, representing $12.1M of the total AUM. This single position accounts for approximately 99% of the fund's capital allocation. The remaining exposure is diversified into smaller, tactical bets, such as the $0.3M allocation to CHA.

Total AUM
$12.4M
QoQ Performance
-87.6%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VNET
VNET97.7%
CHA2.3%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

VNET
VNET Group Inc
-83.4%
97.7% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

BIDUN
Baidu Inc
SOLD
$4.4M
KC
KINGSOFT CLOUD HLDGS LTD
SOLD
$2.5M
BEKE
Ke Holdings Inc
SOLD
$2.4M
GDS
GDS Holdings Ltd
SOLD
$507.0K
ZLAB
ZAI LAB LTD
SOLD
$422.9K
+3 more exited positions

Changes from Q3 2025

โ†“1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024