Inflection Point Investments as of Sept. 30, 2025
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 | 135k | 54.47 | |
| Ituran Location & Control Ltd Cmn SHS (ITRN) | 14.9 | $7.0M | 196k | 35.72 | |
| Cargurus, Inc. Cmn Cl A (CARG) | 11.5 | $5.4M | 145k | 37.23 | |
| Kornit Digital Ltd. Cmn SHS (KRNT) | 11.0 | $5.2M | 358k | 14.44 | |
| Coursera (COUR) | 10.2 | $4.8M | 411k | 11.71 | |
| Radcom Ltd Cmn Shs New (RDCM) | 9.7 | $4.6M | 315k | 14.49 | |
| Pinterest Inc Cmn Class A Cl A (PINS) | 9.1 | $4.3M | 133k | 32.17 | |
| Udemy (UDMY) | 9.0 | $4.2M | 604k | 7.01 | |
| Monday.com Ord Shs (MNDY) | 8.8 | $4.1M | 21k | 193.69 |
