Inflection Point Investments LLP
CIK: 0002009012SEC EDGAR →
Portfolio Value
$46.9M
Holdings
9
As of
Q3 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | XOMETRY INC CMN | 134,780 | $7.3M | 15.64% |
| 2 | ITURAN LOCATION & CONTROL LTD CMN | 195,997 | $7.0M | 14.91% |
| 3 | CARGURUS, INC. CMN | 145,204 | $5.4M | 11.51% |
| 4 | KORNIT DIGITAL LTD. CMN | 358,438 | $5.2M | 11.03% |
| 5 | COURSERA INC. CMN | 410,752 | $4.8M | 10.25% |
| 6 | RADCOM LTD CMN | 314,991 | $4.6M | 9.72% |
| 7 | PINTEREST INC CMN CLASS A | 133,353 | $4.3M | 9.14% |
| 8 | UDEMY, INC. CMN | 603,897 | $4.2M | 9.02% |
| 9 | MONDAY.COM LTD | 21,300 | $4.1M | 8.79% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 2 | $12.5M | 26.7% |
| Technology | 2 | $11.1M | 23.7% |
| Consumer Defensive | 2 | $9.0M | 19.3% |
| Communication Services | 2 | $8.9M | 18.9% |
| Consumer Cyclical | 1 | $5.4M | 11.5% |