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Inflection Point Investments LLP Top Holdings and 13F Report (2025)

About Inflection Point Investments LLP

Investment Activity

  • Inflection Point Investments LLP has $45.96 million in total holdings as of March 31, 2025.
  • Inflection Point Investments LLP owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 2.75% of the portfolio was purchased this quarter.
  • About 39.64% of the portfolio was sold this quarter.
  • This quarter, Inflection Point Investments LLP has purchased 9 new stocks and bought additional shares in 0 stocks.
  • Inflection Point Investments LLP sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Kornit Digital
$9,296,959
CarGurus
$6,540,093
RADCOM
$5,440,154
Pinterest
$4,919,018

Largest New Holdings this Quarter

45828L108 - Integral Ad Science
$1,264,606 Holding

Largest Purchases this Quarter

Integral Ad Science
156,899 shares (about $1.26M)

Largest Sales this Quarter

Ituran Location and Control
124,300 shares (about $4.49M)
Pinterest
132,980 shares (about $4.12M)
Udemy
296,334 shares (about $2.30M)
ACV Auctions
118,269 shares (about $1.67M)
CarGurus
44,310 shares (about $1.29M)

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
$9,296,9590.0%487,26220.2%Industrials
Ituran Location and Control Ltd. stock logo
ITRN
Ituran Location and Control
$7,087,252$4,494,688 -38.8%195,99715.4%Industrials
CarGurus, Inc. stock logo
CARG
CarGurus
$6,540,093$1,290,750 -16.5%224,51414.2%Auto/Tires/Trucks
RADCOM Ltd. stock logo
RDCM
RADCOM
$5,440,154$828,698 -13.2%475,95411.8%Computer and Technology
Pinterest, Inc. stock logo
PINS
Pinterest
$4,919,018$4,122,380 -45.6%158,67810.7%Computer and Technology
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$4,292,519$1,666,410 -28.0%304,6509.3%Retail/Wholesale
Udemy, Inc. stock logo
UDMY
Udemy
$4,202,560$2,299,552 -35.4%541,5679.1%Computer and Technology
Coursera, Inc. stock logo
COUR
Coursera
$2,919,4910.0%438,3626.4%Business Services
Integral Ad Science Holding Corp. stock logo
IAS
Integral Ad Science
$1,264,606$1,264,606 New Holding156,8992.8%Business Services
DoubleVerify Holdings, Inc. stock logo
DV
DoubleVerify
$0$3,515,430 -100.0%00.0%Computer and Technology

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