Infini Capital Management Ltd

Infini Capital Management Ltd declares $38.9M in 1 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 100.0% of its $38.9M 13F portfolio. Largest positions: VNET Group (1.8% of the company). Over time: $38.9M in 1 of these companies for Q2 2026, against $588,000.00 in 2 for Q1 2021 (13F values as filed).

Performance of its AI picks

The AI-stock portfolio Infini Capital Management Ltd declared for Q2 2026 (Form 13F), held unchanged, returned -31.0% in Q3 2026 (SMH -7.1%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. VNET Group (VNET) — $38.9M: 4.8M shares, 1.8% of the company, 100.0% of its portfolio; held since Q3 2024

By sector

• Neoclouds & data centers — $38.9M, 100% of its AI holdings, 1 company

Other holders of this size

• Vanguard — $3.6T in 225 of these companies
• BlackRock — $3.1T in 226 of these companies
• State Street — $1.6T in 222 of these companies
• Fidelity (FMR) — $1.2T in 223 of these companies
• Geode Capital — $890.9B in 220 of these companies
• Capital Group — $881.7B in 132 of these companies
• JPMorgan — $717.8B in 225 of these companies
• Invesco — $683.3B in 220 of these companies

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