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CIK: 0002009012
Total reported value
—
$81.0M
11 檔
80.1%
The Q2 2024 SEC filing reveals that Inflection Point Investments LLP held a total portfolio value of $81.0M, covering 11 public equity positions.
During Q2 2024, Inflection Point Investments LLP'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 | ✓ | Ituran Location And Control | Stock-Other | 17.76% | -14.91% | EXIT | |
| 2 | CARG | Cargurus Inc | Stock-Consumer Disc | 17.40% | -11.51% | EXIT | |
| 3 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 15.78% | -9.14% | EXIT | |
| 4 | 7WH | Udemy Inc | Stock-Other | 14.76% | -9.02% | EXIT | |
| 5 | KRNT | Kornit Digital Ltd. | Stock-Other | 14.40% | -11.03% | EXIT | |
| 6 | ACVA | Acv Auctions Inc-a | Stock-Other | 7.61% | — | — | |
| 7 | ✓ | Radcom LTD New | Stock-Other | 6.99% | -9.72% | EXIT | |
| 8 | CAMT | Camtek Ltd. | Stock-Other | 1.82% | — | — | |
| 9 | ONTO | Onto Innovation Inc | Stock-Tech | 1.65% | — | — | |
| 10 | COUR | Coursera Inc | Stock-Other | 1.59% | -10.25% | EXIT | |
| 11 | TRVG | Trivago NV - Adr | Stock-Other | 0.25% | — | -57.40% |
According to official SEC Form 13F filings, Inflection Point Investments LLP reported a total U.S. public equity portfolio value of $81.0M across 11 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including Ituran Location And Control, CARG, PINS) accounted for 80.1% of total reported equity market value during Q2 2024.
During Q2 2024, Inflection Point Investments LLP's top holdings by market value included Ituran Location And Control (17.8%)、CARG (17.4%)、PINS (15.8%). The largest single position, Ituran Location And Control, represented 17.8% of total portfolio value.
In Q2 2024, Inflection Point Investments LLP 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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