Inflection Point Holdings II LLC
•CIK: 1970530•Filing: Q4 2025
**Inflection Point Holdings II LLC** maintains a concentrated, single-stock investment mandate with current Assets Under Management (AUM) of $37M. The fund's portfolio is entirely allocated to USAR, representing 100% of its holdings at $37.2M. This highly concentrated structure suggests a deep conviction in the operational trajectory and market potential of the selected issuer.
Total AUM
$37.2M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
USAR
USAR100.0%
📈 Biggest Buys
USAR
USA RARE EARTH INC
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%