BFI Infinity Ltd.

13F filer · CIK 0002043810

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$337MU.S. long equity reported on 13F

Positions268 new · 6 closed

Net flow last quarter+$3.66MBuys minus sells

Top 10 positions weight17.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 202626 positions
QTUMQuantum Group Inc	$18M	5.35%	Not reported	+5.0%	Q1 2026
SILGolden Minerals Co	$9.52M	2.83%	Not reported	+1.2%	Q3 2025
ADIAnalog Devices Inc	$4.64M	1.38%	0.00%	+3.7%	Q1 2026
GOOGLAlphabet Inc.	$4.34M	1.29%	0.00%	New	Q2 2026
MSMorgan Stanley	$4.3M	1.28%	0.00%	New	Q2 2026
AAPLApple Inc.	$4.21M	1.25%	0.00%	+1516.4%	Q4 2024
HALHalliburton Co	$4.08M	1.21%	0.01%	+3.7%	Q1 2026
WMTWalmart Inc.	$3.82M	1.14%	0.00%	+3.6%	Q1 2026
MARMarriott International Inc	$3.82M	1.13%	0.00%	New	Q2 2026
DDDuPont de Nemours, Inc.	$3.45M	1.02%	0.02%	-5.5%	Q1 2026
FDXFedex Corp	$3.44M	1.02%	0.00%	+3.9%	Q4 2025
SMHMarket Vectors ETF Trust	$880K	0.26%	Not reported	New	Q2 2026
CSCOCisco Systems, Inc.	$725K	0.22%	0.00%	New	Q2 2026
CDECoeur Mining, Inc.	$723K	0.21%	0.00%	-9.0%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$564K	0.17%	Not reported	Not reported	Q4 2024
NVDANvidia Corp	$440K	0.13%	0.00%	Not reported	Q4 2024
RGLDRoyal Gold Inc	$430K	0.13%	0.00%	-3.2%	Q4 2024
MCDMcdonalds Corp	$405K	0.12%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$388K	0.12%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$379K	0.11%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$340K	0.10%	0.00%	New	Q2 2026
NKENIKE, Inc.	$296K	0.09%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$284K	0.08%	0.00%	Not reported	Q4 2024
BTIBritish American Tobacco p.l.c.	$282K	0.08%	0.00%	Not reported	Q2 2025
BKNGBooking Holdings Inc.	$267K	0.08%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$234K	0.07%	0.00%	New	Q2 2026
Q1 2026Reported Jul 24, 202623 positions
QTUMQuantum Group Inc	$11.1M	5.83%	Not reported	New	Q1 2026
SILGolden Minerals Co	$10.9M	5.72%	Not reported	+1.6%	Q3 2025
XOMExxonMobil Holdings Corp	$4.73M	2.48%	0.00%	Not reported	Q4 2024
HALHalliburton Co	$4.52M	2.37%	0.01%	New	Q1 2026
GILDGilead Sciences, Inc.	$4.14M	2.17%	0.00%	New	Q1 2026
WMTWalmart Inc.	$4.05M	2.12%	0.00%	New	Q1 2026
FDXFedex Corp	$3.77M	1.97%	0.00%	+1282.9%	Q4 2025
MNSTMonster Beverage Corp	$3.7M	1.94%	0.01%	New	Q1 2026
DDDuPont de Nemours, Inc.	$3.7M	1.94%	0.02%	New	Q1 2026
ADIAnalog Devices Inc	$3.58M	1.88%	0.00%	New	Q1 2026
MCKMckesson Corp	$3.43M	1.79%	0.00%	+6.3%	Q4 2025
CDECoeur Mining, Inc.	$914K	0.48%	0.00%	+11.6%	Q1 2025
RGLDRoyal Gold Inc	$566K	0.30%	0.00%	+6.3%	Q4 2024
MCDMcdonalds Corp	$466K	0.24%	0.00%	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$442K	0.23%	Not reported	-95.9%	Q4 2024
NVDANvidia Corp	$384K	0.20%	0.00%	-16.0%	Q4 2024
NKENIKE, Inc.	$380K	0.20%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$339K	0.18%	0.00%	+3.4%	Q4 2024
SCCOSouthern Copper Corp/	$284K	0.15%	0.00%	New	Q1 2026
BTIBritish American Tobacco p.l.c.	$267K	0.14%	0.00%	-7.5%	Q2 2025
KOCoca Cola Co	$266K	0.14%	0.00%	Not reported	Q4 2024
BKNGBooking Holdings Inc.	$253K	0.13%	0.00%	+50.0%	Q4 2024
AAPLApple Inc.	$228K	0.12%	0.00%	-26.8%	Q4 2024
Q4 2025Reported Jul 24, 202617 positions
QQQInvesco QQQ Trust, Series 1	$11.6M	3.66%	Not reported	+5.3%	Q4 2024
SILGolden Minerals Co	$9.98M	3.16%	Not reported	+10.6%	Q3 2025
MCKMckesson Corp	$3.06M	0.97%	0.00%	New	Q4 2025
NEMNEWMONT Corp	$997K	0.32%	0.00%	-4.1%	Q4 2024
CDECoeur Mining, Inc.	$778K	0.25%	0.01%	+18.8%	Q1 2025
NVDANvidia Corp	$489K	0.15%	0.00%	Not reported	Q4 2024
RGLDRoyal Gold Inc	$465K	0.15%	0.00%	+19.6%	Q4 2024
MCDMcdonalds Corp	$458K	0.15%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$364K	0.12%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$334K	0.11%	0.00%	Not reported	Q4 2024
BTIBritish American Tobacco p.l.c.	$280K	0.09%	0.00%	Not reported	Q2 2025
SONYSony Group Corp	$256K	0.08%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$243K	0.08%	0.00%	-93.0%	Q1 2025
XRAYDENTSPLY SIRONA Inc.	$241K	0.08%	0.01%	Not reported	Q2 2025
FDXFedex Corp	$221K	0.07%	0.00%	New	Q4 2025
BKNGBooking Holdings Inc.	$214K	0.07%	0.00%	-61.9%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$30.7K	0.01%	Not reported	Not reported	Q2 2025
Q3 2025Reported Jul 24, 202620 positions
QQQInvesco QQQ Trust, Series 1	$10.7M	4.61%	Not reported	+3378.2%	Q4 2024
SILGolden Minerals Co	$7.73M	3.32%	Not reported	New	Q3 2025
RBLXRoblox Corp	$4.67M	2.00%	0.00%	-0.7%	Q2 2025
MOAltria Group, Inc.	$3.92M	1.68%	0.00%	+1457.8%	Q1 2025
NEMNEWMONT Corp	$877K	0.38%	0.00%	+10.9%	Q4 2024
CDECoeur Mining, Inc.	$689K	0.30%	0.01%	-15.7%	Q1 2025
BKNGBooking Holdings Inc.	$567K	0.24%	0.00%	-26.1%	Q4 2024
NVDANvidia Corp	$489K	0.21%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$456K	0.20%	0.00%	+27.7%	Q4 2024
RGLDRoyal Gold Inc	$351K	0.15%	0.00%	-23.3%	Q4 2024
AMZNAmazon Com Inc	$346K	0.15%	0.00%	-6.9%	Q4 2024
AAPLApple Inc.	$313K	0.13%	0.00%	-10.0%	Q4 2024
CBRECbre Group, Inc.	$302K	0.13%	0.00%	New	Q3 2025
SONYSony Group Corp	$288K	0.12%	0.00%	Not reported	Q4 2024
XRAYDENTSPLY SIRONA Inc.	$268K	0.11%	0.01%	Not reported	Q2 2025
BTIBritish American Tobacco p.l.c.	$262K	0.11%	0.00%	Not reported	Q2 2025
NKENIKE, Inc.	$235K	0.10%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$231K	0.10%	0.00%	Not reported	Q1 2025
VICIVici Properties Inc.	$216K	0.09%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$30K	0.01%	Not reported	Not reported	Q2 2025

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