Filed: 11/13/2024ACC: 0000943663-24-000260
📋 What this filing means
INFLECTION POINT INVESTMENTS LLP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $61.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$61.95M
Total AUM (reported)
3.67M
Total Shares
Allocation by class
SHS$21.40M34.5%
CL A$17.64M28.5%
COM$17.12M27.6%
SHS NEW$5.80M9.4%
Portfolio Concentration
Top 3$31.04M50.1%
4–10$30.91M49.9%
Top 3 weight
50.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 61.95M
Sole
Full voting authority
61.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
KORNIT DIGITAL LTD. CMN
SOLEShares487.26K
TypeSH
Market value$12.51M
20.20%
Sole
12.51M
Shared
0.00
None
0.00
CARGURUS, INC. CMN
SOLEShares329.37K
TypeSH
Market value$9.65M
15.57%
Sole
9.65M
Shared
0.00
None
0.00
ITURAN LOCATION & CONTROL LTD CMN
SOLEShares338.51K
TypeSH
Market value$8.88M
14.34%
Sole
8.88M
Shared
0.00
None
0.00
PINTEREST INC CMN CLASS A
SOLEShares240.69K
TypeSH
Market value$7.99M
12.90%
Sole
7.99M
Shared
0.00
None
0.00
ACV Auctions Inc Cmn
SOLEShares354.61K
TypeSH
Market value$6.94M
11.20%
Sole
6.94M
Shared
0.00
None
0.00
UDEMY, INC. CMN
SOLEShares930.90K
TypeSH
Market value$6.82M
11.01%
Sole
6.82M
Shared
0.00
None
0.00
RADCOM LTD CMN
SOLEShares548.46K
TypeSH
Market value$5.80M
9.36%
Sole
5.80M
Shared
0.00
None
0.00
COURSERA INC. CMN
SOLEShares438.36K
TypeSH
Market value$3.36M
5.42%
Sole
3.36M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KORNIT DIGITAL LTD. CMNSOLE | SHS | 487.26K | SH | $12.51M 20.20% | 12.51M | 0.00 | 0.00 |
CARGURUS, INC. CMNSOLE | CL A | 329.37K | SH | $9.65M 15.57% | 9.65M | 0.00 | 0.00 |
ITURAN LOCATION & CONTROL LTD CMNSOLE | SHS | 338.51K | SH | $8.88M 14.34% | 8.88M | 0.00 | 0.00 |
PINTEREST INC CMN CLASS ASOLE | CL A | 240.69K | SH | $7.99M 12.90% | 7.99M | 0.00 | 0.00 |
ACV Auctions Inc CmnSOLE | COM | 354.61K | SH | $6.94M 11.20% | 6.94M | 0.00 | 0.00 |
UDEMY, INC. CMNSOLE | COM | 930.90K | SH | $6.82M 11.01% | 6.82M | 0.00 | 0.00 |
RADCOM LTD CMNSOLE | SHS NEW | 548.46K | SH | $5.80M 9.36% | 5.80M | 0.00 | 0.00 |
COURSERA INC. CMNSOLE | COM | 438.36K | SH | $3.36M 5.42% | 3.36M | 0.00 | 0.00 |