13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000943663-25-000043
Total Value
$73.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KORNIT DIGITAL LTD. CMN | KRNT | 487,262 | $15.1M | 20.55% |
| 2 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 320,297 | $10.0M | 13.59% |
| 3 | CARGURUS, INC. CMN | CARG | 268,824 | $9.8M | 13.38% |
| 4 | ACV Auctions Inc Cmn | ACVA | 422,919 | $9.1M | 12.45% |
| 5 | PINTEREST INC CMN CLASS A | PINS | 291,658 | $8.5M | 11.52% |
| 6 | UDEMY, INC. CMN | UDMY | 837,901 | $6.9M | 9.40% |
| 7 | RADCOM LTD CMN | RDCM | 548,456 | $6.8M | 9.24% |
| 8 | COURSERA INC. CMN | COUR | 438,362 | $3.7M | 5.08% |
| 9 | Doubleverify Holdings | DV | 183,000 | $3.5M | 4.79% |