13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000943663-24-000206
Total Value
$81.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 583,889 | $14.4M | 17.76% |
| 2 | CARGURUS, INC. CMN | CARG | 538,112 | $14.1M | 17.40% |
| 3 | PINTEREST INC CMN CLASS A | PINS | 290,058 | $12.8M | 15.78% |
| 4 | UDEMY, INC. CMN | UDMY | 1,385,558 | $12.0M | 14.76% |
| 5 | KORNIT DIGITAL LTD. CMN | KRNT | 796,975 | $11.7M | 14.40% |
| 6 | ACV Auctions Inc Cmn | ACVA | 337,932 | $6.2M | 7.61% |
| 7 | RADCOM LTD CMN | RDCM | 605,814 | $5.7M | 6.99% |
| 8 | CAMTEK LTD CMN | CAMT | 11,750 | $1.5M | 1.82% |
| 9 | ONTO INNOVATION INC CMN | ONTO | 6,090 | $1.3M | 1.65% |
| 10 | COURSERA INC. CMN | COUR | 174,911 | $1.3M | 1.59% |
| 11 | Trivago | TRVG | 99,802 | $200,602 | 0.25% |