Inflection Point Investments LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 21, 2025), Inflection Point Investments LLP reported 9 stock positions worth $46.9 million. Its top holding was Xometry Class A (XMTR) at 15.6% of the portfolio, followed by Ituran Location and Control (ITRN, 14.9%) and Cargurus (CARG, 11.5%). Compared with Q2 2025, it sold out of 1, added to 2 and reduced 5. The biggest buy was Monday.com (MNDY, shares +111%) and the biggest sale an exit from Acv Auctions Class A (ACVA).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $46.9M (Q3 2025)
- SEC Filing
- 0002009012-25-000016 ↗ filed Nov 21, 2025
Holdings Value
Holdings 9 stocks · $46.9M
| XMTR Xometry Inc. Class A | 15.64% | 134,780 | $7.3M | Reduce -17.5% |
| ITRN Ituran Location and Control | 14.91% | 195,997 | $7.0M | Reduce -1.0% |
| CARG Cargurus Inc. | 11.51% | 145,204 | $5.4M | No change |
| KRNT Kornit Digital Ltd. | 11.03% | 358,438 | $5.2M | Reduce -0.1% |
| COUR Coursera Inc. | 10.25% | 410,752 | $4.8M | Reduce -0.0% |
| RDCM Radcom Ltd. | 9.72% | 314,991 | $4.6M | Reduce -27.6% |
| PINS Pinterest Inc. Class A | 9.14% | 133,353 | $4.3M | No change |
| UDMY Udemy Inc. | 9.02% | 603,897 | $4.2M | Add +15.5% |
| MNDY Monday.com Ltd. | 8.79% | 21,300 | $4.1M | Add +110.9% |
Portfolio Sells Q2 2025 → Q3 2025
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −12.40 |
| KRNT Kornit Digital Ltd. | Reduce -0.1% | 11.03% | −2.50 |
| RDCM Radcom Ltd. | Reduce -27.6% | 9.72% | −1.47 |
| ITRN Ituran Location and Control | Reduce -1.0% | 14.91% | +0.54 |
| COUR Coursera Inc. | Reduce -0.0% | 10.25% | +3.43 |
| XMTR Xometry Inc. Class A | Reduce -17.5% | 15.64% | +5.18 |
Portfolio Buys Q2 2025 → Q3 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 |