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Inflection Point Investments LLP Top Holdings and 13F Report (2024)

About Inflection Point Investments LLP

Investment Activity

  • Inflection Point Investments LLP has $61.95 million in total holdings as of September 30, 2024.
  • Inflection Point Investments LLP owns shares of 8 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 3.78% of the portfolio was purchased this quarter.
  • About 46.96% of the portfolio was sold this quarter.
  • This quarter, Inflection Point Investments LLP has purchased 11 new stocks and bought additional shares in 2 stocks.
  • Inflection Point Investments LLP sold shares of 6 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Kornit Digital
$12,512,888
CarGurus
$9,647,335
Pinterest
$7,993,481
ACV Auctions
$6,936,172

Largest Purchases this Quarter

Coursera
263,451 shares (about $2.02M)
ACV Auctions
16,678 shares (about $326.22K)

Largest Sales this Quarter

Kornit Digital
309,713 shares (about $7.95M)
Ituran Location and Control
245,376 shares (about $6.44M)
CarGurus
208,739 shares (about $6.11M)
Udemy
454,657 shares (about $3.33M)
Pinterest
49,363 shares (about $1.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInflection Point Investments LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$12,512,888$7,953,430 -38.9%487,26220.2%Industrial Products
CarGurus, Inc. stock logo
CARG
CarGurus
$9,647,335$6,113,965 -38.8%329,37315.6%Auto/Tires/Trucks
Ituran Location and Control Ltd. stock logo
ITRN
Ituran Location and Control
$8,882,581$6,438,666 -42.0%338,51314.3%Industrial Products
Pinterest, Inc. stock logo
PINS
Pinterest
$7,993,481$1,639,345 -17.0%240,69512.9%Computer and Technology
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$6,936,172$326,222 4.9%354,61011.2%Retail/Wholesale
Udemy, Inc. stock logo
UDMY
Udemy
$6,823,504$3,332,636 -32.8%930,90111.0%Computer and Technology
RADCOM Ltd. stock logo
RDCM
RADCOM
$5,797,180$606,274 -9.5%548,4569.4%Computer and Technology
Coursera, Inc. stock logo
COUR
Coursera
$3,357,853$2,018,035 150.6%438,3625.4%Business Services
Camtek Ltd. stock logo
CAMT
Camtek
$0$1,471,570 -100.0%00.0%Computer and Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$0$1,337,120 -100.0%00.0%Computer and Technology
Trivago
$0$200,602 -100.0%00.0%SPON ADS A SHS N

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data