13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0002009012-25-000011
Total Value
$52.8M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 197,997 | $7.6M | 14.37% |
| 2 | KORNIT DIGITAL LTD. CMN | KRNT | 358,858 | $7.1M | 13.53% |
| 3 | ACV Auctions Inc Cmn | ACVA | 403,796 | $6.5M | 12.40% |
| 4 | RADCOM LTD CMN | RDCM | 434,994 | $5.9M | 11.19% |
| 5 | XOMETRY INC CMN | XMTR | 163,370 | $5.5M | 10.45% |
| 6 | CARGURUS, INC. CMN | CARG | 145,204 | $4.9M | 9.20% |
| 7 | PINTEREST INC CMN CLASS A | PINS | 133,353 | $4.8M | 9.06% |
| 8 | UDEMY, INC. CMN | UDMY | 522,897 | $3.7M | 6.96% |
| 9 | COURSERA INC. CMN | COUR | 410,796 | $3.6M | 6.81% |
| 10 | MONDAY.COM LTD | MNDY | 10,100 | $3.2M | 6.01% |