2026 Q2 Portfolio Activity
In 2026 Q2, Infini Capital Management Ltd maintained a portfolio of 2 distinct positions. They heavily accumulated shares in VNET GROUP INC-ADR, increasing the position by 238.4%. Conversely, Infini Capital Management Ltd completely exited their position in CHAGEE HOLDINGS ADS.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
VNET (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Showing 1-2 of 2
Infini Capital Management Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VNET
VNET GROUP INC-...
|
Technology | 100.00% | 97.74% |
#1
Prev: #1
|
9.0 |
—
|
3,407,205 | 238.4% |
P
S
|
4,836,149 | $38,882,638 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-09-02 | |||
|
CHA
CHAGEE HOLDINGS...
|
Consumer Cyclical | 0.00% | 2.26% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-24,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-09-02 |
Showing 1-2 of 2 holdings