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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 $73.39 million in total holdings as of December 31, 2024.
  • Inflection Point Investments LLP owns shares of 9 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 8.81% of the portfolio was purchased this quarter.
  • About 4.83% of the portfolio was sold this quarter.
  • This quarter, Inflection Point Investments LLP has purchased 8 new stocks and bought additional shares in 2 stocks.
  • Inflection Point Investments LLP sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Kornit Digital
$15,080,759
CarGurus
$9,822,829
ACV Auctions
$9,135,050
Pinterest
$8,458,082

Largest New Holdings this Quarter

DoubleVerify
$3,515,430 Holding

Largest Purchases this Quarter

DoubleVerify
183,000 shares (about $3.52M)
Pinterest
50,963 shares (about $1.48M)
ACV Auctions
68,309 shares (about $1.48M)

Largest Sales this Quarter

CarGurus
60,549 shares (about $2.21M)
Udemy
93,000 shares (about $765.39K)
Ituran Location and Control
18,216 shares (about $567.43K)

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
$15,080,7590.0%487,26220.5%Industrial Products
Ituran Location and Control Ltd. stock logo
ITRN
Ituran Location and Control
$9,977,252$567,428 -5.4%320,29713.6%Industrial Products
CarGurus, Inc. stock logo
CARG
CarGurus
$9,822,829$2,212,460 -18.4%268,82413.4%Auto/Tires/Trucks
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$9,135,050$1,475,474 19.3%422,91912.4%Retail/Wholesale
Pinterest, Inc. stock logo
PINS
Pinterest
$8,458,082$1,477,927 21.2%291,65811.5%Computer and Technology
Udemy, Inc. stock logo
UDMY
Udemy
$6,895,925$765,390 -10.0%837,9019.4%Computer and Technology
RADCOM Ltd. stock logo
RDCM
RADCOM
$6,778,9160.0%548,4569.2%Computer and Technology
Coursera, Inc. stock logo
COUR
Coursera
$3,726,0770.0%438,3625.1%Business Services
DoubleVerify Holdings, Inc. stock logo
DV
DoubleVerify
$3,515,430$3,515,430 New Holding183,0004.8%Computer and Technology

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