Inflection Point Holdings II LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Inflection Point Holdings II LLC reported 1 stock position worth $37.2 million. Its top holding was USA Rare Earth (USAR) at 100.0% of the portfolio.
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001970530
- Portfolio Value
- $37.2M (Q4 2025)
- SEC Filing
- 0001213900-26-017277 ↗ filed Feb 17, 2026
Holdings Value
Holdings 1 stocks · $37.2M
| USAR USA Rare Earth Inc. | 100.00% | 3,125,000 | $37.2M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.