13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0000943663-24-000260
Total Value
$62.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KORNIT DIGITAL LTD. CMN | KRNT | 487,262 | $12.5M | 20.20% |
| 2 | CARGURUS, INC. CMN | CARG | 329,373 | $9.6M | 15.57% |
| 3 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 338,513 | $8.9M | 14.34% |
| 4 | PINTEREST INC CMN CLASS A | PINS | 240,695 | $8.0M | 12.90% |
| 5 | ACV Auctions Inc Cmn | ACVA | 354,610 | $6.9M | 11.20% |
| 6 | UDEMY, INC. CMN | UDMY | 930,901 | $6.8M | 11.01% |
| 7 | RADCOM LTD CMN | RDCM | 548,456 | $5.8M | 9.36% |
| 8 | COURSERA INC. CMN | COUR | 438,362 | $3.4M | 5.42% |