Inflection Point Investments as of June 30, 2024
Portfolio Holdings for Inflection Point Investments
Inflection Point Investments holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ituran Location & Control Ltd Cmn SHS (ITRN) | 17.8 | $14M | 584k | 24.64 | |
| Cargurus, Inc. Cmn Cl A (CARG) | 17.4 | $14M | 538k | 26.20 | |
| Pinterest Inc Cmn Class A Cl A (PINS) | 15.8 | $13M | 290k | 44.07 | |
| Udemy (UDMY) | 14.8 | $12M | 1.4M | 8.63 | |
| Kornit Digital Ltd. Cmn SHS (KRNT) | 14.4 | $12M | 797k | 14.64 | |
| Acva (ACVA) | 7.6 | $6.2M | 338k | 18.25 | |
| Radcom Ltd Cmn Shs New (RDCM) | 7.0 | $5.7M | 606k | 9.35 | |
| Camtek (CAMT) | 1.8 | $1.5M | 12k | 125.24 | |
| Onto Innovation (ONTO) | 1.7 | $1.3M | 6.1k | 219.56 | |
| Coursera (COUR) | 1.6 | $1.3M | 175k | 7.39 | |
| Trivago Spon Ads A Shs N (TRVG) | 0.2 | $201k | 100k | 2.01 |
