Inflection Point Investments

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

  • Top 5 stock holdings are XMTR, ITRN, CARG, KRNT, COUR, and represent 63.34% of Inflection Point Investments's stock portfolio.
  • Added to shares of these 2 stocks: MNDY, UDMY.
  • Reduced shares in these 6 stocks: ACVA (-$6.5M), RDCM, XMTR, ITRN, KRNT, COUR.
  • Sold out of its position in ACVA.
  • Inflection Point Investments was a net seller of stock by $-7.2M.
  • Inflection Point Investments has $47M in assets under management (AUM), dropping by -11.10%.
  • Central Index Key (CIK): 0002009012

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Portfolio Holdings for Inflection Point Investments

Inflection Point Investments holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xometry Inc Cmn Cl A (XMTR) 15.6 $7.3M -17% 135k 54.47
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Ituran Location & Control Ltd Cmn SHS (ITRN) 14.9 $7.0M 196k 35.72
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Cargurus, Inc. Cmn Cl A (CARG) 11.5 $5.4M 145k 37.23
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Kornit Digital Ltd. Cmn SHS (KRNT) 11.0 $5.2M 358k 14.44
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Coursera (COUR) 10.2 $4.8M 411k 11.71
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Radcom Ltd Cmn Shs New (RDCM) 9.7 $4.6M -27% 315k 14.49
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Pinterest Inc Cmn Class A Cl A (PINS) 9.1 $4.3M 133k 32.17
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Udemy (UDMY) 9.0 $4.2M +15% 604k 7.01
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Monday.com Ord Shs (MNDY) 8.8 $4.1M +110% 21k 193.69
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Past Filings by Inflection Point Investments

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