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CIK: 0001970530
Total reported value
—
$37.2M
1 檔
100.0%
As reported in its official Q4 2025 Form 13F filing, Inflection Point Holdings II LLC's tracked investment portfolio stood at $37.2M with 1 total positions.
During Q4 2025, Inflection Point Holdings II LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USAR | USA Rare Earth Inc | Stock-Other | 100.00% | — | — |
According to official SEC Form 13F filings, Inflection Point Holdings II LLC reported a total U.S. public equity portfolio value of $37.2M across 1 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USAR) accounted for 100.0% of total reported equity market value during Q4 2025.
During Q4 2025, Inflection Point Holdings II LLC's top holdings by market value included USAR (100.0%). The largest single position, USAR, represented 100.0% of total portfolio value.
In Q4 2025, Inflection Point Holdings II LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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