Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Inflection Point Investments LLP (CIK 2009012) reported $46.9M across 9 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: XMTR ($7.3M, 15.64%), ITRN ($7.0M, 14.91%), CARG ($5.4M, 11.51%), KRNT ($5.2M, 11.03%), COUR ($4.8M, 10.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XMTR | XOMETRY INC CMN | $7.3M | 15.64% | 134,780 | Trimmed |
| 2 | ITRN | ITURAN LOCATION & CONTROL LTD CMN | $7.0M | 14.91% | 195,997 | Trimmed |
| 3 | CARG | CARGURUS, INC. CMN | $5.4M | 11.51% | 145,204 | Hold |
| 4 | KRNT | KORNIT DIGITAL LTD. CMN | $5.2M | 11.03% | 358,438 | Trimmed |
| 5 | COUR | COURSERA INC. CMN | $4.8M | 10.25% | 410,752 | Trimmed |
| 6 | RDCM | RADCOM LTD CMN | $4.6M | 9.72% | 314,991 | Trimmed |
| 7 | PINS | PINTEREST INC CMN CLASS A | $4.3M | 9.14% | 133,353 | Hold |
| 8 | UDMY | UDEMY, INC. CMN | $4.2M | 9.02% | 603,897 | Added |
| 9 | MNDY | MONDAY.COM LTD | $4.1M | 8.79% | 21,300 | Added |
| 10 | ACVA | ACV Auctions Inc Cmn | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30