Filed: 2/13/2025ACC: 0000943663-25-000043
📋 What this filing means
INFLECTION POINT INVESTMENTS LLP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $73.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$73.39M
Total AUM (reported)
3.80M
Total Shares
Allocation by class
SHS$25.06M34.1%
COM$23.27M31.7%
CL A$18.28M24.9%
SHS NEW$6.78M9.2%
Portfolio Concentration
Top 3$34.88M47.5%
4–10$38.51M52.5%
Top 3 weight
47.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 73.39M
Sole
Full voting authority
73.39M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
KORNIT DIGITAL LTD. CMN
SOLEShares487.26K
TypeSH
Market value$15.08M
20.55%
Sole
15.08M
Shared
0.00
None
0.00
ITURAN LOCATION & CONTROL LTD CMN
SOLEShares320.30K
TypeSH
Market value$9.98M
13.59%
Sole
9.98M
Shared
0.00
None
0.00
CARGURUS, INC. CMN
SOLEShares268.82K
TypeSH
Market value$9.82M
13.38%
Sole
9.82M
Shared
0.00
None
0.00
ACV Auctions Inc Cmn
SOLEShares422.92K
TypeSH
Market value$9.14M
12.45%
Sole
9.14M
Shared
0.00
None
0.00
PINTEREST INC CMN CLASS A
SOLEShares291.66K
TypeSH
Market value$8.46M
11.52%
Sole
8.46M
Shared
0.00
None
0.00
UDEMY, INC. CMN
SOLEShares837.90K
TypeSH
Market value$6.90M
9.40%
Sole
6.90M
Shared
0.00
None
0.00
RADCOM LTD CMN
SOLEShares548.46K
TypeSH
Market value$6.78M
9.24%
Sole
6.78M
Shared
0.00
None
0.00
COURSERA INC. CMN
SOLEShares438.36K
TypeSH
Market value$3.73M
5.08%
Sole
3.73M
Shared
0.00
None
0.00
Doubleverify Holdings
SOLEShares183K
TypeSH
Market value$3.52M
4.79%
Sole
3.52M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KORNIT DIGITAL LTD. CMNSOLE | SHS | 487.26K | SH | $15.08M 20.55% | 15.08M | 0.00 | 0.00 |
ITURAN LOCATION & CONTROL LTD CMNSOLE | SHS | 320.30K | SH | $9.98M 13.59% | 9.98M | 0.00 | 0.00 |
CARGURUS, INC. CMNSOLE | CL A | 268.82K | SH | $9.82M 13.38% | 9.82M | 0.00 | 0.00 |
ACV Auctions Inc CmnSOLE | COM | 422.92K | SH | $9.14M 12.45% | 9.14M | 0.00 | 0.00 |
PINTEREST INC CMN CLASS ASOLE | CL A | 291.66K | SH | $8.46M 11.52% | 8.46M | 0.00 | 0.00 |
UDEMY, INC. CMNSOLE | COM | 837.90K | SH | $6.90M 9.40% | 6.90M | 0.00 | 0.00 |
RADCOM LTD CMNSOLE | SHS NEW | 548.46K | SH | $6.78M 9.24% | 6.78M | 0.00 | 0.00 |
COURSERA INC. CMNSOLE | COM | 438.36K | SH | $3.73M 5.08% | 3.73M | 0.00 | 0.00 |
Doubleverify HoldingsSOLE | COM | 183K | SH | $3.52M 4.79% | 3.52M | 0.00 | 0.00 |