Inflection Point Investments as of June 30, 2025
Portfolio Holdings for Inflection Point Investments
Inflection Point Investments holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ituran Location & Control Ltd Cmn SHS (ITRN) | 14.4 | $7.6M | 198k | 38.34 | |
| Kornit Digital Ltd. Cmn SHS (KRNT) | 13.5 | $7.1M | 359k | 19.91 | |
| Acva (ACVA) | 12.4 | $6.5M | 404k | 16.22 | |
| Radcom Ltd Cmn Shs New (RDCM) | 11.2 | $5.9M | 435k | 13.59 | |
| Xometry Inc Cmn Cl A (XMTR) | 10.5 | $5.5M | 163k | 33.79 | |
| Cargurus, Inc. Cmn Cl A (CARG) | 9.2 | $4.9M | 145k | 33.47 | |
| Pinterest Inc Cmn Class A Cl A (PINS) | 9.1 | $4.8M | 133k | 35.86 | |
| Udemy (UDMY) | 7.0 | $3.7M | 523k | 7.03 | |
| Coursera (COUR) | 6.8 | $3.6M | 411k | 8.76 | |
| Monday.com Ord Shs (MNDY) | 6.0 | $3.2M | 10k | 314.48 |
