Inflection Point Investments LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Inflection Point Investments LLP reported 11 stock positions worth $81.0 million. Its top holding was Ituran Location and Control (ITRN) at 17.8% of the portfolio, followed by Cargurus (CARG, 17.4%) and Pinterest Class A (PINS, 15.8%). Compared with Q1 2024, it opened 3 new positions, sold out of 1 and reduced 3. The biggest buy was a new position in Acv Auctions Class A (ACVA) and the biggest sale an exit from Uipath Class A (PATH).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $81.0M (Q2 2024)
- SEC Filing
- 0000943663-24-000206 ↗ filed Aug 14, 2024
Holdings Value
Holdings 11 stocks · $81.0M
| ITRN Ituran Location and Control | 17.76% | 583,889 | $14.4M | No change |
| CARG Cargurus Inc. | 17.40% | 538,112 | $14.1M | Reduce -19.4% |
| PINS Pinterest Inc. Class A | 15.78% | 290,058 | $12.8M | No change |
| UDMY Udemy Inc. | 14.76% | 1,385,558 | $12.0M | No change |
| KRNT Kornit Digital Ltd. | 14.40% | 796,975 | $11.7M | No change |
| ACVA Acv Auctions Inc. Class A | 7.61% | 337,932 | $6.2M | New |
| RDCM Radcom Ltd. | 6.99% | 605,814 | $5.7M | No change |
| CAMT Camtek Ltd. | 1.82% | 11,750 | $1.5M | New |
| ONTO Onto Innovation Inc. | 1.65% | 6,090 | $1.3M | New |
| COUR Coursera Inc. | 1.59% | 174,911 | $1.3M | Reduce -74.1% |
| TRVG Trivago NV - ADR | 0.25% | 99,802 | $201K | Reduce -57.4% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
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 |