IP
| |
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
View Full List
| 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 | +20.07% | -30.99% | 968.2 | Industrial Products | |
ITRN | Ituran Location and Control Ltd | 195,997 | 7,087.3 | -38.81% | 15.420 | -5.27% | 0.990 | +17.96% | +27.98% | 771.7 | Hardware | |
CARG | CarGurus Inc | 224,514 | 6,540.1 | -16.48% | 14.230 | -2.21% | 0.220 | +23.93% | -8.43% | 3,307.4 | Vehicles & Parts | |
RDCM | Radcom Ltd | 475,954 | 5,440.1 | -13.22% | 11.840 | -1.22% | 2.970 | +30.17% | +12.06% | 222.0 | Telecommunication Services | |
PINS | Pinterest Inc | 158,678 | 4,919.0 | -45.59% | 10.700 | -5.25% | 0.020 | +54.46% | +31.45% | 25,793.0 | Interactive Media | |
ACVA | ACV Auctions Inc | 304,650 | 4,292.5 | -27.96% | 9.340 | -3.48% | 0.180 | +5.42% | -30.16% | 2,721.8 | Vehicles & Parts | |
UDMY | Udemy Inc | 541,567 | 4,202.6 | -35.37% | 9.140 | -3.32% | 0.370 | +12.78% | -14.76% | 1,043.3 | Education | |
COUR | Coursera Inc | 438,362 | 2,919.5 | 0% | 6.350 | 0% | 0.270 | +20.72% | +4.53% | 1,434.0 | Education | |
IAS | Integral Ad Science Holding Corp | 156,899 | 1,264.6 | New Holding | 2.750 | +2.75% | 0.100 | +30.98% | -19.20% | 1,391.9 | Media - Diversified | |
DV | DoubleVerify Holdings Inc | 0 | 0 | Sold Out | 0.000 | -4.79% | 0.000 | +25.76% | -18.30% | 2,550.5 | Software |
Inflection Point Investments LLP's Historical Top Holdings Breakdowns
Inflection Point Investments LLP's Top Stock Picks
View Full List
| 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 | $38.79 | 7.57% | Reduce -38.81% | 195,997 | -124,300 | |
PINS | Pinterest Inc | 2025-03-31 | Reduce Reduce | -5.25% | 29.79 ($33.88) 40 | $38.12 | 12.51% | 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 | $15.70 | -15.25% | Sold Out | 0 | -183,000 | |
ACVA | ACV Auctions Inc | 2025-03-31 | Reduce Reduce | -3.48% | 13.1 ($18.42) 22.25 | $15.09 | -18.11% | Reduce -27.96% | 304,650 | -118,269 | |
UDMY | Udemy Inc | 2025-03-31 | Reduce Reduce | -3.32% | 7.32 ($8.51) 10.1 | $7.01 | -17.57% | 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 | $8.44 | -15.40% | New holding | 156,899 | 156,899 | |
CARG | CarGurus Inc | 2025-03-31 | Reduce Reduce | -2.21% | 28.82 ($35.03) 40.55 | $33.46 | -4.48% | Reduce -16.48% | 224,514 | -44,310 | |
RDCM | Radcom Ltd | 2025-03-31 | Reduce Reduce | -1.22% | 11.3 ($12.76) 15.4 | $13.85 | 8.54% | 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 | $15.70 | -16.83% | New holding | 183,000 | 183,000 | |
CARG | CarGurus Inc | 2024-12-31 | Reduce Reduce | -2.86% | 29.05 ($34.41) 38.78 | $33.46 | -2.76% | Reduce -18.38% | 268,824 | -60,549 |
Inflection Point Investments LLP Total Holding History ($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
- 1
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
Size field:
Inflection Point Investments LLP's Holdings Bubble Chart
Inflection Point Investments LLP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers