Filed: 11/21/2025ACC: 0002009012-25-000016
📋 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 $46.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$46.95M
Total AUM (reported)
2.32M
Total Shares
Allocation by class
CL A$17.04M36.3%
SHS$12.18M25.9%
COM$9.04M19.3%
SHS NEW$4.56M9.7%
ORD SHS$4.13M8.8%
Portfolio Concentration
Top 3$19.75M42.1%
4–10$27.20M57.9%
Top 3 weight
42.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.32M
Sole
Full voting authority
2.32M
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:
XOMETRY INC CMN
SOLEShares134.78K
TypeSH
Market value$7.34M
15.64%
Sole
134.78K
Shared
0.00
None
0.00
ITURAN LOCATION & CONTROL LTD CMN
SOLEShares196K
TypeSH
Market value$7.00M
14.91%
Sole
196K
Shared
0.00
None
0.00
CARGURUS, INC. CMN
SOLEShares145.20K
TypeSH
Market value$5.41M
11.51%
Sole
145.20K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD. CMN
SOLEShares358.44K
TypeSH
Market value$5.18M
11.03%
Sole
358.44K
Shared
0.00
None
0.00
COURSERA INC. CMN
SOLEShares410.75K
TypeSH
Market value$4.81M
10.25%
Sole
410.75K
Shared
0.00
None
0.00
RADCOM LTD CMN
SOLEShares314.99K
TypeSH
Market value$4.56M
9.72%
Sole
314.99K
Shared
0.00
None
0.00
PINTEREST INC CMN CLASS A
SOLEShares133.35K
TypeSH
Market value$4.29M
9.14%
Sole
133.35K
Shared
0.00
None
0.00
UDEMY, INC. CMN
SOLEShares603.90K
TypeSH
Market value$4.23M
9.02%
Sole
603.90K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares21.30K
TypeSH
Market value$4.13M
8.79%
Sole
21.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XOMETRY INC CMNSOLE | CL A | 134.78K | SH | $7.34M 15.64% | 134.78K | 0.00 | 0.00 |
ITURAN LOCATION & CONTROL LTD CMNSOLE | SHS | 196K | SH | $7.00M 14.91% | 196K | 0.00 | 0.00 |
CARGURUS, INC. CMNSOLE | CL A | 145.20K | SH | $5.41M 11.51% | 145.20K | 0.00 | 0.00 |
KORNIT DIGITAL LTD. CMNSOLE | SHS | 358.44K | SH | $5.18M 11.03% | 358.44K | 0.00 | 0.00 |
COURSERA INC. CMNSOLE | COM | 410.75K | SH | $4.81M 10.25% | 410.75K | 0.00 | 0.00 |
RADCOM LTD CMNSOLE | SHS NEW | 314.99K | SH | $4.56M 9.72% | 314.99K | 0.00 | 0.00 |
PINTEREST INC CMN CLASS ASOLE | CL A | 133.35K | SH | $4.29M 9.14% | 133.35K | 0.00 | 0.00 |
UDEMY, INC. CMNSOLE | COM | 603.90K | SH | $4.23M 9.02% | 603.90K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | ORD SHS | 21.30K | SH | $4.13M 8.79% | 21.30K | 0.00 | 0.00 |