Inflection Point Investments LLP 13F Holdings · last filed Q3 2025
Inflection Point Investments LLP reported 9 securities worth $46.95M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: XMTR (15.64%), ITRN (14.91%), CARG (11.51%). Among its top 25 positions this quarter: 2 added, 5 trimmed, 1 exited.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR