Institutional Manager · CIK 0001970530
Inflection Point Holdings II LLC
New York, NY · File #028-26547
Latest AUM
$37.2M
Positions
1
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | USA RARE EARTH INC | USAR | +3,125,000 | +$37.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $37.2M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | USA RARE EARTH INC | USAR | 3,125,000 | $37.2M | 100.00% |