Filed: 4/16/2025ACC: 0002009012-25-000006
📋 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 $45.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$45.96M
Total AUM (reported)
2.98M
Total Shares
Allocation by class
SHS$16.38M35.6%
COM$12.68M27.6%
CL A$11.46M24.9%
SHS NEW$5.44M11.8%
Portfolio Concentration
Top 3$22.92M49.9%
4–10$23.04M50.1%
Top 3 weight
49.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 45.96M
Sole
Full voting authority
45.96M
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$9.30M
20.23%
Sole
9.30M
Shared
0.00
None
0.00
ITURAN LOCATION & CONTROL LTD CMN
SOLEShares196K
TypeSH
Market value$7.09M
15.42%
Sole
7.09M
Shared
0.00
None
0.00
CARGURUS, INC. CMN
SOLEShares224.51K
TypeSH
Market value$6.54M
14.23%
Sole
6.54M
Shared
0.00
None
0.00
RADCOM LTD CMN
SOLEShares475.95K
TypeSH
Market value$5.44M
11.84%
Sole
5.44M
Shared
0.00
None
0.00
PINTEREST INC CMN CLASS A
SOLEShares158.68K
TypeSH
Market value$4.92M
10.70%
Sole
4.92M
Shared
0.00
None
0.00
ACV Auctions Inc Cmn
SOLEShares304.65K
TypeSH
Market value$4.29M
9.34%
Sole
4.29M
Shared
0.00
None
0.00
UDEMY, INC. CMN
SOLEShares541.57K
TypeSH
Market value$4.20M
9.14%
Sole
4.20M
Shared
0.00
None
0.00
COURSERA INC. CMN
SOLEShares438.36K
TypeSH
Market value$2.92M
6.35%
Sole
2.92M
Shared
0.00
None
0.00
Integral AD Science Holding Co CMN
SOLEShares156.90K
TypeSH
Market value$1.26M
2.75%
Sole
1.26M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KORNIT DIGITAL LTD. CMNSOLE | SHS | 487.26K | SH | $9.30M 20.23% | 9.30M | 0.00 | 0.00 |
ITURAN LOCATION & CONTROL LTD CMNSOLE | SHS | 196K | SH | $7.09M 15.42% | 7.09M | 0.00 | 0.00 |
CARGURUS, INC. CMNSOLE | CL A | 224.51K | SH | $6.54M 14.23% | 6.54M | 0.00 | 0.00 |
RADCOM LTD CMNSOLE | SHS NEW | 475.95K | SH | $5.44M 11.84% | 5.44M | 0.00 | 0.00 |
PINTEREST INC CMN CLASS ASOLE | CL A | 158.68K | SH | $4.92M 10.70% | 4.92M | 0.00 | 0.00 |
ACV Auctions Inc CmnSOLE | COM | 304.65K | SH | $4.29M 9.34% | 4.29M | 0.00 | 0.00 |
UDEMY, INC. CMNSOLE | COM | 541.57K | SH | $4.20M 9.14% | 4.20M | 0.00 | 0.00 |
COURSERA INC. CMNSOLE | COM | 438.36K | SH | $2.92M 6.35% | 2.92M | 0.00 | 0.00 |
Integral AD Science Holding Co CMNSOLE | COM | 156.90K | SH | $1.26M 2.75% | 1.26M | 0.00 | 0.00 |