Inflection Point Investments LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Inflection Point Investments LLP reported 10 stock positions worth $52.8 million. Its top holding was Ituran Location and Control (ITRN) at 14.4% of the portfolio, followed by Kornit Digital (KRNT, 13.5%) and Acv Auctions Class A (ACVA, 12.4%). Compared with Q1 2025, it opened 2 new positions, sold out of 1, added to 2 and reduced 6. The biggest buy was a new position in Xometry Class A (XMTR) and the biggest sale Kornit Digital (KRNT, shares −26%).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $52.8M (Q2 2025)
- SEC Filing
- 0002009012-25-000011 ↗ filed Jul 28, 2025
Holdings Value
Holdings 10 stocks · $52.8M
| ITRN Ituran Location and Control | 14.37% | 197,997 | $7.6M | Add +1.0% |
| KRNT Kornit Digital Ltd. | 13.53% | 358,858 | $7.1M | Reduce -26.4% |
| ACVA Acv Auctions Inc. Class A | 12.40% | 403,796 | $6.5M | Add +32.5% |
| RDCM Radcom Ltd. | 11.19% | 434,994 | $5.9M | Reduce -8.6% |
| XMTR Xometry Inc. Class A | 10.45% | 163,370 | $5.5M | New |
| CARG Cargurus Inc. | 9.20% | 145,204 | $4.9M | Reduce -35.3% |
| PINS Pinterest Inc. Class A | 9.06% | 133,353 | $4.8M | Reduce -16.0% |
| UDMY Udemy Inc. | 6.96% | 522,897 | $3.7M | Reduce -3.5% |
| COUR Coursera Inc. | 6.81% | 410,796 | $3.6M | Reduce -6.3% |
| MNDY Monday.com Ltd. | 6.01% | 10,100 | $3.2M | New |
Portfolio Sells Q1 2025 → Q2 2025
| KRNT Kornit Digital Ltd. | Reduce -26.4% | 13.53% | −6.70 |
| CARG Cargurus Inc. | Reduce -35.3% | 9.20% | −5.03 |
| IAS Integral Ad Science Holding | Sold out | 0.00% | −2.75 |
| UDMY Udemy Inc. | Reduce -3.5% | 6.96% | −2.18 |
| PINS Pinterest Inc. Class A | Reduce -16.0% | 9.06% | −1.65 |
| RDCM Radcom Ltd. | Reduce -8.6% | 11.19% | −0.64 |
| COUR Coursera Inc. | Reduce -6.3% | 6.81% | +0.46 |
Portfolio Buys Q1 2025 → Q2 2025
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 |