IP
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Inflection Point Investments LLP13F | |
| Inflection Point Investments LLP | |
| Last update 2025-04-16 | 9 Stocks (1 new) |
| Value $46.00 Mil | Turnover 3 % |
Inflection Point Investments L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KRNT | Kornit Digital Ltd | 487,262 | 9,297.0 | 0% | 20.230 | 0% | 1.070 | +19.24% | -29.61% | 987.5 | Industrial Products | |
ITRN | Ituran Location and Control Ltd | 195,997 | 7,087.3 | -38.81% | 15.420 | -5.27% | 0.990 | +17.27% | +31.92% | 795.4 | Hardware | |
CARG | CarGurus Inc | 224,514 | 6,540.1 | -16.48% | 14.230 | -2.21% | 0.220 | +21.02% | -8.16% | 3,317.3 | Vehicles & Parts | |
RDCM | Radcom Ltd | 475,954 | 5,440.1 | -13.22% | 11.840 | -1.22% | 2.970 | +29.47% | +12.81% | 223.5 | Telecommunication Services | |
PINS | Pinterest Inc | 158,678 | 4,919.0 | -45.59% | 10.700 | -5.25% | 0.020 | +47.93% | +30.64% | 25,634.0 | Interactive Media | |
ACVA | ACV Auctions Inc | 304,650 | 4,292.5 | -27.96% | 9.340 | -3.48% | 0.180 | +4.36% | -30.23% | 2,719.1 | Vehicles & Parts | |
UDMY | Udemy Inc | 541,567 | 4,202.6 | -35.37% | 9.140 | -3.32% | 0.370 | +7.08% | -13.61% | 1,057.5 | Education | |
COUR | Coursera Inc | 438,362 | 2,919.5 | 0% | 6.350 | 0% | 0.270 | +16.78% | +4.41% | 1,432.4 | Education | |
IAS | Integral Ad Science Holding Corp | 156,899 | 1,264.6 | New Holding | 2.750 | +2.75% | 0.100 | +26.94% | -20.11% | 1,376.2 | Media - Diversified | |
DV | DoubleVerify Holdings Inc | 0 | 0 | Sold Out | 0.000 | -4.79% | 0.000 | +23.21% | -18.61% | 2,540.7 | Software |
Inflection Point Investments LLP's Historical Top Holdings Breakdowns
Inflection Point Investments LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ITRN | Ituran Location and Control Ltd | 2025-03-31 | Reduce Reduce | -5.27% | 31.47 ($36.06) 43.91 | $39.98 | 10.88% | Reduce -38.81% | 195,997 | -124,300 | |
PINS | Pinterest Inc | 2025-03-31 | Reduce Reduce | -5.25% | 29.79 ($33.88) 40 | $37.88 | 11.82% | Reduce -45.59% | 158,678 | -132,980 | |
DV | DoubleVerify Holdings Inc | 2025-03-31 | Sold Out Sold Out | -4.79% | 13.34 ($18.52) 23.07 | $15.62 | -15.66% | Sold Out | 0 | -183,000 | |
ACVA | ACV Auctions Inc | 2025-03-31 | Reduce Reduce | -3.48% | 13.1 ($18.42) 22.25 | $15.10 | -18.05% | Reduce -27.96% | 304,650 | -118,269 | |
UDMY | Udemy Inc | 2025-03-31 | Reduce Reduce | -3.32% | 7.32 ($8.51) 10.1 | $7.11 | -16.51% | Reduce -35.37% | 541,567 | -296,334 | |
IAS | Integral Ad Science Holding Corp | 2025-03-31 | New Buy New Buy | +2.75% | 8.06 ($9.97) 10.77 | $8.35 | -16.25% | New holding | 156,899 | 156,899 | |
CARG | CarGurus Inc | 2025-03-31 | Reduce Reduce | -2.21% | 28.82 ($35.03) 40.55 | $33.56 | -4.20% | Reduce -16.48% | 224,514 | -44,310 | |
RDCM | Radcom Ltd | 2025-03-31 | Reduce Reduce | -1.22% | 11.3 ($12.76) 15.4 | $13.94 | 9.28% | Reduce -13.22% | 475,954 | -72,502 | |
DV | DoubleVerify Holdings Inc | 2024-12-31 | New Buy New Buy | +4.79% | 16.24 ($18.87) 21.06 | $15.62 | -17.22% | New holding | 183,000 | 183,000 | |
CARG | CarGurus Inc | 2024-12-31 | Reduce Reduce | -2.86% | 29.05 ($34.41) 38.78 | $33.56 | -2.47% | Reduce -18.38% | 268,824 | -60,549 |
Inflection Point Investments LLP Total Holding History ($B)
Inflection Point Investments LLP's Asset Allocation
Inflection Point Investments LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Inflection Point Investments LLP's Hypothetical Growth since 2025-03-31
Inflection Point Investments LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Inflection Point Investments LLP's Holdings Heat Map
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Inflection Point Investments LLP's Holdings Bubble Chart
Inflection Point Investments LLP News
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