Inflection Point Investments Llp

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002009012

Type: FundHoldings: 9Value: $46.0MLatest: 2025Q1

Inflection Point Investments LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "RDCM",
  "UDMY",
  "ACVA",
  "IAS",
  "KRNT",
  "CARG",
  "COUR",
  "ITRN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 9
Total Value: 45962652
Accession Number: 0002009012-25-000006
Form Type: 13F-HR
CIK: inflection-point-investments-llp
Manager Name: Inflection-Point-Investments-Llp

Data Enrichment

100% identified

9 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9 positions • $46.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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Kornit Digital Ltd.

KRNT|M6372Q113

Shares:487.3K

Value:$9.3M

% of Portfolio:20.2% ($9.3M/$46.0M)

Ituran Location & Control Ltd.

ITRN|M6158M104

Shares:196.0K

Value:$7.1M

% of Portfolio:15.4% ($7.1M/$46.0M)

CarGurus, Inc.

CARG|141788109

Shares:224.5K

Value:$6.5M

% of Portfolio:14.2% ($6.5M/$46.0M)

RADCOM LTD

RDCM|M81865111

Shares:476.0K

Value:$5.4M

% of Portfolio:11.8% ($5.4M/$46.0M)

PINTEREST, INC.

PINS|72352L106

Shares:158.7K

Value:$4.9M

% of Portfolio:10.7% ($4.9M/$46.0M)

ACV Auctions Inc.

ACVA|00091G104

Shares:304.6K

Value:$4.3M

% of Portfolio:9.3% ($4.3M/$46.0M)

Udemy, Inc.

UDMY|902685106

Shares:541.6K

Value:$4.2M

% of Portfolio:9.1% ($4.2M/$46.0M)

Coursera, Inc.

COUR|22266M104

Shares:438.4K

Value:$2.9M

% of Portfolio:6.4% ($2.9M/$46.0M)

INTEGRAL AD SCIENCE HOLDING CORP.

IAS|45828L108

Shares:156.9K

Value:$1.3M

% of Portfolio:2.8% ($1.3M/$46.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Kornit Digital Ltd.(KRNTcusipM6372Q113)	487.3K	QoQ 0.00% (-0) YoY -38.86% (-309.7K)	All Managers (Combined)	$9.3M	20.2% ($9.3M/$46.0M)	QoQ -38.35% (-$5.8M) YoY -35.62% (-$5.1M)
Ituran Location & Control Ltd.(ITRNcusipM6158M104)	196.0K	QoQ -38.80% (-124.3K) YoY -66.43% (-387.9K)	All Managers (Combined)	$7.1M	15.4% ($7.1M/$46.0M)	QoQ -28.96% (-$2.9M) YoY -56.58% (-$9.2M)
CarGurus, Inc.(CARGcusip141788109)	224.5K	QoQ -16.48% (-44.3K) YoY -66.36% (-443.1K)	All Managers (Combined)	$6.5M	14.2% ($6.5M/$46.0M)	QoQ -33.41% (-$3.3M) YoY -57.55% (-$8.9M)
RADCOM LTD(RDCMcusipM81865111)	476.0K	QoQ -13.21% (-72.5K) YoY -21.43% (-129.9K)	All Managers (Combined)	$5.4M	11.8% ($5.4M/$46.0M)	QoQ -19.74% (-$1.3M) YoY -19.53% (-$1.3M)
PINTEREST, INC.(PINScusip72352L106)	158.7K	QoQ -45.59% (-133.0K) YoY -45.29% (-131.4K)	All Managers (Combined)	$4.9M	10.7% ($4.9M/$46.0M)	QoQ -41.84% (-$3.5M) YoY -51.08% (-$5.1M)
ACV Auctions Inc.(ACVAcusip00091G104)	304.6K	QoQ -27.96% (-118.3K) YoY NEW(+304.6K)	All Managers (Combined)	$4.3M	9.3% ($4.3M/$46.0M)	QoQ -53.01% (-$4.8M) YoY NEW(+$4.3M)
Udemy, Inc.(UDMYcusip902685106)	541.6K	QoQ -35.36% (-296.3K) YoY -60.91% (-844.0K)	All Managers (Combined)	$4.2M	9.1% ($4.2M/$46.0M)	QoQ -39.05% (-$2.7M) YoY -72.37% (-$11.0M)
Coursera, Inc.(COURcusip22266M104)	438.4K	QoQ 0.00% (-0) YoY -35.04% (-236.5K)	All Managers (Combined)	$2.9M	6.4% ($2.9M/$46.0M)	QoQ -21.64% (-$806.6K) YoY -69.14% (-$6.5M)
INTEGRAL AD SCIENCE HOLDING CORP.(IAScusip45828L108)	156.9K	QoQ NEW(+156.9K) YoY NEW(+156.9K)	All Managers (Combined)	$1.3M	2.8% ($1.3M/$46.0M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)