Institutional Manager · CIK 0002009012
Inflection Point Investments LLP
LONDON, X0 · File #028-23643
Latest AUM
$0
Positions
1
Top-10 Concentration
0.0%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
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 |
|---|---|---|---|---|---|
| EXITED | XOMETRY INC CMN | 98423F109 | -134,780 | -$7.3M | $0 |
| EXITED | ITURAN LOCATION & CONTROL LTD CMN | M6158M104 | -195,997 | -$7.0M | $0 |
| EXITED | CARGURUS, INC. CMN | 141788109 | -145,204 | -$5.4M | $0 |
| EXITED | KORNIT DIGITAL LTD. CMN | M6372Q113 | -358,438 | -$5.2M | $0 |
| EXITED | COURSERA INC. CMN | 22266M104 | -410,752 | -$4.8M | $0 |
| EXITED | RADCOM LTD CMN | M81865111 | -314,991 | -$4.6M | $0 |
| EXITED | PINTEREST INC CMN CLASS A | 72352L106 | -133,353 | -$4.3M | $0 |
| EXITED | UDEMY, INC. CMN | 902685106 | -603,897 | -$4.2M | $0 |
| EXITED | MONDAY.COM LTD | M7S64H106 | -21,300 | -$4.1M | $0 |
| REDUCE | None | 000000000 | 0 | $0 | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20250 pos · $0
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $46.9M
- 13F HOLDINGS REPORTQ/E Jun 202510 pos · $52.8M
- 13F HOLDINGS REPORTQ/E Mar 20259 pos · $46.0M
- 13F HOLDINGS REPORTQ/E Dec 20249 pos · $73.4M
- 13F HOLDINGS REPORTQ/E Sep 20248 pos · $62.0M
- 13F HOLDINGS REPORTQ/E Jun 202411 pos · $81.0M
- 13F HOLDINGS REPORTQ/E Mar 20249 pos · $96.7M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | None | 000000000 | 0 | $0 | 0.00% |