Inflection Point Investments LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Inflection Point Investments LLP reported 8 stock positions worth $62.0 million. Its top holding was Kornit Digital (KRNT) at 20.2% of the portfolio, followed by Cargurus (CARG, 15.6%) and Ituran Location and Control (ITRN, 14.3%). Compared with Q2 2024, it sold out of 3, added to 2 and reduced 6. The biggest buy was Coursera (COUR, shares +151%) and the biggest sale Udemy (UDMY, shares −33%).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $62.0M (Q3 2024)
- SEC Filing
- 0000943663-24-000260 ↗ filed Nov 13, 2024
Holdings Value
Holdings 8 stocks · $62.0M
| KRNT Kornit Digital Ltd. | 20.20% | 487,262 | $12.5M | Reduce -38.9% |
| CARG Cargurus Inc. | 15.57% | 329,373 | $9.6M | Reduce -38.8% |
| ITRN Ituran Location and Control | 14.34% | 338,513 | $8.9M | Reduce -42.0% |
| PINS Pinterest Inc. Class A | 12.90% | 240,695 | $8.0M | Reduce -17.0% |
| ACVA Acv Auctions Inc. Class A | 11.20% | 354,610 | $6.9M | Add +4.9% |
| UDMY Udemy Inc. | 11.01% | 930,901 | $6.8M | Reduce -32.8% |
| RDCM Radcom Ltd. | 9.36% | 548,456 | $5.8M | Reduce -9.5% |
| COUR Coursera Inc. | 5.42% | 438,362 | $3.4M | Add +150.6% |
Portfolio Sells Q2 2024 → Q3 2024
| UDMY Udemy Inc. | Reduce -32.8% | 11.01% | −3.74 |
| ITRN Ituran Location and Control | Reduce -42.0% | 14.34% | −3.42 |
| PINS Pinterest Inc. Class A | Reduce -17.0% | 12.90% | −2.87 |
| CARG Cargurus Inc. | Reduce -38.8% | 15.57% | −1.83 |
| CAMT Camtek Ltd. | Sold out | 0.00% | −1.82 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −1.65 |
| TRVG Trivago NV - ADR | Sold out | 0.00% | −0.25 |
| RDCM Radcom Ltd. | Reduce -9.5% | 9.36% | +2.37 |
| KRNT Kornit Digital Ltd. | Reduce -38.9% | 20.20% | +5.80 |
Portfolio Buys Q2 2024 → Q3 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 |