Data as of Q4 2025 (Dec 31, 2025)
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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

โ€ขCIK: 2009012โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

MNDY
MONDAY.COM LTD
+110.9%
8.8% of portfolio
UDMY
UDEMY, INC. CMN
+15.5%
9.0% of portfolio

๐Ÿ“‰ Biggest Sells

โ€”
RADCOM LTD CMN
-27.6%
9.7% of portfolio
XMTR
XOMETRY INC CMN
-17.5%
15.6% of portfolio
โ€”
ITURAN LOCATION & CONTROL LTD CMN
-1.0%
14.9% of portfolio
KRNT
KORNIT DIGITAL LTD. CMN
-0.1%
11.0% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q2 2025

ACVA
ACV Auctions Inc Cmn
SOLD
$6.5M

Changes from Q2 2025

โ†‘2 increased
โ†“5 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023