Infini Capital Management Ltd — 13F Holdings & Portfolio
CIK 1936249 · latest 13F-HR filed 2026-09-02
Infini Capital Management Ltd manages $38.9M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VNET (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 1; 0 existing positions rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-09-02
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 31, 2026.
10 HARCOURT ROAD
CENTRAL 00000
Hong Kong
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| INFINI CAPITAL GLOBAL Control | HOLDING COMPANY since Nov 2018 | 75% or more | Foreign Entity |
| KU, Ho Control | DIRECTOR since Jul 2024 | Less than 5% | Individual |
| SO, WAI HONG Control | DIRECTOR since Jan 2026 | Less than 5% | Individual |
Ownership & leadership changes · 4 filings with changes since Apr 22, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCHIN, TO TONY · CEO · Less than 5% · control person · listed since Jan 2019
- No longer listedCHIN, TO TONY · CEO · 75% or more · indirect via INFINI CAPITAL GLOBAL · control person · listed since Jan 2019
- AddedKU, Ho · DIRECTOR · Less than 5% · control person
- AddedSO, WAI HONG · DIRECTOR · Less than 5% · control person
- No longer listedCHEN, YUYI · CHIEF RISK OFFICER · Less than 5% · control person · listed since May 2022
- No longer listedANG, SU LI CORA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2022
- No longer listedFRIEDLANDER, MICHAEL · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Apr 2019
- AddedANG, SU LI CORA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedCHEN, YUYI · CHIEF RISK OFFICER · Less than 5% · control person
- AddedCHIN, TO TONY · CEO · 75% or more · indirect via INFINI CAPITAL GLOBAL · control person
- AddedINFINI CAPITAL GLOBAL · HOLDING COMPANY · 75% or more · control person
- ChangedCHIN, TO TONY · ownership 75% or more → Less than 5%
- ListedCHIN, TO TONY · CEO · 75% or more · control person
- ListedFRIEDLANDER, MICHAEL · CHIEF OPERATING OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Infini Capital Management Ltd Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VNET GROUP INC-ADR | VNET | 90138A103 | $38.9M | 100.00% | 4,836,149 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-09-02 | $38.9M | 1 | 0001936249-26-000005 |
| 2026-03-31 | 2026-05-13 | $0 | 1 | 0001936249-26-000003 |
| 2025-12-31 | 2026-02-13 | $12.4M | 2 | 0001936249-26-000002 |
| 2025-09-30 | 2025-11-13 | $102.0M | 11 | 0001936249-25-000012 |
CHEUNG KONG CENTER II, 10 HARCOURT ROAD
CENTRAL 00000