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Showing Q3 2025 data
Inflection Point Investments LLP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Inflection Point Investments LLP
โขCIK: 2009012โขFiling: Q3 2025
**Inflection Point Investments LLP** manages $47M across a focused portfolio of 9 positions. The strategy exhibits concentrated conviction, with top holdings including XMTR ($7.3M) and IVZ ($7.0M), representing significant allocations. Further notable positions include CARG ($5.4M) and USB-PQ ($5.2M), indicating targeted exposure across key sectors. This structure suggests a highly selective, deep-value approach to capital deployment.
Total AUM
$46.9M
QoQ Performance
-11.1%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q3 2025
Top Holdings Allocation
XMTR
ITUR
CARG
KRNT
COUR
RADC
PINS
UDMY
XMTR15.6%
ITURAN14.9%
CARG11.5%
KRNT11.0%
COUR10.2%
RADCOM9.7%
PINS9.1%
UDMY9.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q2 2025
Changes from Q2 2025
โ2 increased
โ5 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023