13F HOLDINGS REPORT
Inflection Point Investments LLP
Quarter ended Q3 2025 · Filed November 21, 2025 · Accession 0002009012-25-000016
Total Value
$46.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XOMETRY INC CMN | XMTR | 134,780 | $7.3M | 15.64% |
| 2 | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | 195,997 | $7.0M | 14.91% |
| 3 | CARGURUS, INC. CMN | CARG | 145,204 | $5.4M | 11.51% |
| 4 | KORNIT DIGITAL LTD. CMN | KRNT | 358,438 | $5.2M | 11.03% |
| 5 | COURSERA INC. CMN | COUR | 410,752 | $4.8M | 10.25% |
| 6 | RADCOM LTD CMN | RDCM | 314,991 | $4.6M | 9.72% |
| 7 | PINTEREST INC CMN CLASS A | PINS | 133,353 | $4.3M | 9.14% |
| 8 | UDEMY, INC. CMN | UDMY | 603,897 | $4.2M | 9.02% |
| 9 | MONDAY.COM LTD | MNDY | 21,300 | $4.1M | 8.79% |