Inflection Point Investments

Latest statistics and disclosures from Inflection Point Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are KRNT, CARG, ITRN, PINS, ACVA, and represent 74.21% of Inflection Point Investments's stock portfolio.
  • Added to shares of these 2 stocks: COUR, ACVA.
  • Reduced shares in these 9 stocks: KRNT (-$8.0M), ITRN (-$6.4M), CARG (-$6.1M), UDMY, PINS, , ONTO, RDCM, TRVG.
  • Sold out of its positions in ONTO, TRVG, CAMT.
  • Inflection Point Investments was a net seller of stock by $-27M.
  • Inflection Point Investments has $62M in assets under management (AUM), dropping by -23.54%.
  • Central Index Key (CIK): 0002009012

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Portfolio Holdings for Inflection Point Investments

Inflection Point Investments holds 8 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kornit Digital Ltd. Cmn SHS (KRNT) 20.2 $13M -38% 487k 25.68
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Cargurus, Inc. Cmn Cl A (CARG) 15.6 $9.6M -38% 329k 29.29
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Ituran Location & Control Ltd Cmn SHS (ITRN) 14.3 $8.9M -42% 339k 26.24
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Pinterest Inc Cmn Class A Cl A (PINS) 12.9 $8.0M -17% 241k 33.21
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Acva (ACVA) 11.2 $6.9M +4% 355k 19.56
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Udemy (UDMY) 11.0 $6.8M -32% 931k 7.33
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Radcom Ltd Cmn Shs New (RDCM) 9.4 $5.8M -9% 549k 10.57
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Coursera (COUR) 5.4 $3.4M +150% 438k 7.66
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Past Filings by Inflection Point Investments

SEC 13F filings are viewable for Inflection Point Investments going back to 2023