Inflection Point Investments LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Inflection Point Investments LLP reported 9 stock positions worth $46.0 million. Its top holding was Kornit Digital (KRNT) at 20.2% of the portfolio, followed by Ituran Location and Control (ITRN, 15.4%) and Cargurus (CARG, 14.2%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and reduced 6. The biggest buy was a new position in Integral Ad Science (IAS) and the biggest sale an exit from Doubleverify (DV).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $46.0M (Q1 2025)
- SEC Filing
- 0002009012-25-000006 ↗ filed Apr 16, 2025
Holdings Value
Holdings 9 stocks · $46.0M
| KRNT Kornit Digital Ltd. | 20.23% | 487,262 | $9.3M | No change |
| ITRN Ituran Location and Control | 15.42% | 195,997 | $7.1M | Reduce -38.8% |
| CARG Cargurus Inc. | 14.23% | 224,514 | $6.5M | Reduce -16.5% |
| RDCM Radcom Ltd. | 11.84% | 475,954 | $5.4M | Reduce -13.2% |
| PINS Pinterest Inc. Class A | 10.70% | 158,678 | $4.9M | Reduce -45.6% |
| ACVA Acv Auctions Inc. Class A | 9.34% | 304,650 | $4.3M | Reduce -28.0% |
| UDMY Udemy Inc. | 9.14% | 541,567 | $4.2M | Reduce -35.4% |
| COUR Coursera Inc. | 6.35% | 438,362 | $2.9M | No change |
| IAS Integral Ad Science Holding | 2.75% | 156,899 | $1.3M | New |
Portfolio Sells Q4 2024 → Q1 2025
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −4.79 |
| ACVA Acv Auctions Inc. Class A | Reduce -28.0% | 9.34% | −3.11 |
| PINS Pinterest Inc. Class A | Reduce -45.6% | 10.70% | −0.82 |
| UDMY Udemy Inc. | Reduce -35.4% | 9.14% | −0.25 |
| CARG Cargurus Inc. | Reduce -16.5% | 14.23% | +0.84 |
| ITRN Ituran Location and Control | Reduce -38.8% | 15.42% | +1.82 |
| RDCM Radcom Ltd. | Reduce -13.2% | 11.84% | +2.60 |
Portfolio Buys Q4 2024 → Q1 2025
| IAS Integral Ad Science Holding | New | 2.75% | +2.75 |
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 |