13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0000943663-24-000120
Total Value
$96.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 583,889 | $16.3M | 16.88% |
| 2 | CARGURUS, INC. CMN | CARG | 667,591 | $15.4M | 15.93% |
| 3 | UDEMY, INC. CMN | UDMY | 1,385,558 | $15.2M | 15.73% |
| 4 | KORNIT DIGITAL LTD. CMN | KRNT | 796,975 | $14.4M | 14.93% |
| 5 | PINTEREST INC CMN CLASS A | PINS | 290,058 | $10.1M | 10.40% |
| 6 | COURSERA INC. CMN | COUR | 674,911 | $9.5M | 9.78% |
| 7 | UIPATH, INC. CMN CLASS A | PATH | 370,823 | $8.4M | 8.69% |
| 8 | RADCOM LTD CMN | RDCM | 605,814 | $6.8M | 6.99% |
| 9 | Trivago | TRVG | 234,251 | $646,532 | 0.67% |