Filed: 7/28/2025ACC: 0002009012-25-000011
📋 What this filing means
INFLECTION POINT INVESTMENTS LLP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $52.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$52.81M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
CL A$15.16M28.7%
SHS$14.74M27.9%
COM$13.82M26.2%
SHS NEW$5.91M11.2%
ORD SHS$3.18M6.0%
Portfolio Concentration
Top 3$21.29M40.3%
4–10$31.52M59.7%
Top 3 weight
40.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 52.81M
Sole
Full voting authority
52.81M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
ITURAN LOCATION & CONTROL LTD CMN
SOLEShares198K
TypeSH
Market value$7.59M
14.37%
Sole
7.59M
Shared
0.00
None
0.00
KORNIT DIGITAL LTD. CMN
SOLEShares358.86K
TypeSH
Market value$7.14M
13.53%
Sole
7.14M
Shared
0.00
None
0.00
ACV Auctions Inc Cmn
SOLEShares403.80K
TypeSH
Market value$6.55M
12.40%
Sole
6.55M
Shared
0.00
None
0.00
RADCOM LTD CMN
SOLEShares434.99K
TypeSH
Market value$5.91M
11.19%
Sole
5.91M
Shared
0.00
None
0.00
XOMETRY INC CMN
SOLEShares163.37K
TypeSH
Market value$5.52M
10.45%
Sole
5.52M
Shared
0.00
None
0.00
CARGURUS, INC. CMN
SOLEShares145.20K
TypeSH
Market value$4.86M
9.20%
Sole
4.86M
Shared
0.00
None
0.00
PINTEREST INC CMN CLASS A
SOLEShares133.35K
TypeSH
Market value$4.78M
9.06%
Sole
4.78M
Shared
0.00
None
0.00
UDEMY, INC. CMN
SOLEShares522.90K
TypeSH
Market value$3.68M
6.96%
Sole
3.68M
Shared
0.00
None
0.00
COURSERA INC. CMN
SOLEShares410.80K
TypeSH
Market value$3.60M
6.81%
Sole
3.60M
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares10.10K
TypeSH
Market value$3.18M
6.01%
Sole
3.18M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ITURAN LOCATION & CONTROL LTD CMNSOLE | SHS | 198K | SH | $7.59M 14.37% | 7.59M | 0.00 | 0.00 |
KORNIT DIGITAL LTD. CMNSOLE | SHS | 358.86K | SH | $7.14M 13.53% | 7.14M | 0.00 | 0.00 |
ACV Auctions Inc CmnSOLE | COM | 403.80K | SH | $6.55M 12.40% | 6.55M | 0.00 | 0.00 |
RADCOM LTD CMNSOLE | SHS NEW | 434.99K | SH | $5.91M 11.19% | 5.91M | 0.00 | 0.00 |
XOMETRY INC CMNSOLE | CL A | 163.37K | SH | $5.52M 10.45% | 5.52M | 0.00 | 0.00 |
CARGURUS, INC. CMNSOLE | CL A | 145.20K | SH | $4.86M 9.20% | 4.86M | 0.00 | 0.00 |
PINTEREST INC CMN CLASS ASOLE | CL A | 133.35K | SH | $4.78M 9.06% | 4.78M | 0.00 | 0.00 |
UDEMY, INC. CMNSOLE | COM | 522.90K | SH | $3.68M 6.96% | 3.68M | 0.00 | 0.00 |
COURSERA INC. CMNSOLE | COM | 410.80K | SH | $3.60M 6.81% | 3.60M | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | ORD SHS | 10.10K | SH | $3.18M 6.01% | 3.18M | 0.00 | 0.00 |