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CIK: 0002009012
Total reported value
—
$46.9M
9 檔
63.3%
According to the latest 13F quarterly dataset, Inflection Point Investments LLP managed an equity portfolio of $46.9M at the end of Q3 2025, spanning 9 distinct U.S. exchange-listed positions.
In Q3 2025, Inflection Point Investments LLP adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XMTR | Xometry Inc-a | Stock-Other | 15.64% | -15.64% | EXIT | |
| 2 | ✓ | Ituran Location And Control | Stock-Other | 14.91% | -14.91% | EXIT | |
| 3 | CARG | Cargurus Inc | Stock-Consumer Disc | 11.51% | -11.51% | EXIT | |
| 4 | KRNT | Kornit Digital Ltd. | Stock-Other | 11.03% | -11.03% | EXIT | |
| 5 | COUR | Coursera Inc | Stock-Other | 10.25% | -10.25% | EXIT | |
| 6 | ✓ | Radcom LTD New | Stock-Other | 9.72% | -9.72% | EXIT | |
| 7 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 9.14% | -9.14% | EXIT | |
| 8 | 7WH | Udemy Inc | Stock-Other | 9.02% | -9.02% | EXIT | |
| 9 | MNDY | monday.com Ltd. | Stock-Tech | 8.79% | -8.79% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COUR | Coursera Inc | +3.9% | -0.01% | Trim |
| 2 | 7WH | Udemy Inc | -0.1% | +15.49% | Add |
| 3 | ✓ | Ituran Location And Control | -0.5% | -1.01% | Unchanged |
| 4 | PINS | Pinterest Inc- Class A | -1.6% | — | Trim |
| 5 | ✓ | Radcom LTD New | -2.1% | -27.59% | Trim |
| 6 | CARG | Cargurus Inc | -2.7% | — | Trim |
| 7 | KRNT | Kornit Digital Ltd. | -9.2% | -0.12% | Trim |
| 8 | XMTR | Xometry Inc-a | — | NEW | New buy |
| 9 | ACVA | Acv Auctions Inc-a | — | EXIT | Sold out |
| 10 | MNDY | monday.com Ltd. | — | NEW | New buy |
| 11 | IAS | Integral Ad Science Holding | — | EXIT | Sold out |
According to official SEC Form 13F filings, Inflection Point Investments LLP reported a total U.S. public equity portfolio value of $46.9M across 9 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including XMTR, Ituran Location And Control, CARG) accounted for 63.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
XMTR
市值: $7.3M
Top Position Liquidated / Trimmed
ACVA
前期市值: $4.3M
During Q3 2025, Inflection Point Investments LLP's top holdings by market value included XMTR (15.6%)、Ituran Location And Control (14.9%)、CARG (11.5%). The largest single position, XMTR, represented 15.6% of total portfolio value.
In Q3 2025, Inflection Point Investments LLP made 10 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 5 holdings, and fully liquidating 2 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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