Inflection Point Investments LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Inflection Point Investments LLP reported 9 stock positions worth $96.7 million. Its top holding was Ituran Location and Control (ITRN) at 16.9% of the portfolio, followed by Cargurus (CARG, 15.9%) and Udemy (UDMY, 15.7%). Compared with Q4 2023, it reduced 7. The biggest sale was Udemy (UDMY, shares −5%).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $96.7M (Q1 2024)
- SEC Filing
- 0000943663-24-000120 ↗ filed May 14, 2024
Holdings Value
Holdings 9 stocks · $96.7M
| ITRN Ituran Location and Control | 16.88% | 583,889 | $16.3M | Reduce -1.5% |
| CARG Cargurus Inc. | 15.93% | 667,591 | $15.4M | Reduce -6.0% |
| UDMY Udemy Inc. | 15.73% | 1,385,558 | $15.2M | Reduce -4.6% |
| KRNT Kornit Digital Ltd. | 14.93% | 796,975 | $14.4M | Reduce -10.3% |
| PINS Pinterest Inc. Class A | 10.40% | 290,058 | $10.1M | Reduce -20.3% |
| COUR Coursera Inc. | 9.78% | 674,911 | $9.5M | Reduce -10.0% |
| PATH Uipath Inc. Class A | 8.69% | 370,823 | $8.4M | Reduce -10.2% |
| RDCM Radcom Ltd. | 6.99% | 605,814 | $6.8M | No change |
| TRVG Trivago NV - ADR | 0.67% | 234,251 | $647K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| UDMY Udemy Inc. | Reduce -4.6% | 15.73% | −2.80 |
| COUR Coursera Inc. | Reduce -10.0% | 9.78% | −2.80 |
| PINS Pinterest Inc. Class A | Reduce -20.3% | 10.40% | −1.28 |
| PATH Uipath Inc. Class A | Reduce -10.2% | 8.69% | −0.19 |
| KRNT Kornit Digital Ltd. | Reduce -10.3% | 14.93% | +0.19 |
| CARG Cargurus Inc. | Reduce -6.0% | 15.93% | +1.07 |
| ITRN Ituran Location and Control | Reduce -1.5% | 16.88% | +2.88 |
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 9 | $46.9M | XMTR, ITRN, CARG, KRNT, COUR |
| Q2 2025 | 10 | $52.8M | ITRN, KRNT, ACVA, RDCM, XMTR |
| Q1 2025 | 9 | $46.0M | KRNT, ITRN, CARG, RDCM, PINS |
| Q4 2024 | 9 | $73.4M | KRNT, ITRN, CARG, ACVA, PINS |
| Q3 2024 | 8 | $62.0M | KRNT, CARG, ITRN, PINS, ACVA |
| Q2 2024 | 11 | $81.0M | ITRN, CARG, PINS, UDMY, KRNT |
| Q1 2024 | 9 | $96.7M | ITRN, CARG, UDMY, KRNT, PINS |