Inflection Point Investments LLP Portfolio Holdings

Inflection Point Investments LLP

  • $96.7 Billion
  • Q1 2024

Inflection Point Investments LLP has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $96.7 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ituran Location & Control Ltd. with a value of $16.3B, Car Gurus, Inc. with a value of $15.4B, Udemy, Inc. with a value of $15.2B, Kornit Digital Ltd. with a value of $14.4B, and Pinterest, Inc. with a value of $10.1B.

Examining the 13F form we can see an decrease of $18.7B in the current position value, from $115B to 96.7B.

Inflection Point Investments LLP is based out at London, X0

Below you can find more details about Inflection Point Investments LLP portfolio as well as his latest detailed transactions.

Portfolio value $96.7 Billion
Communication Services: $32.2 Billion
Technology: $24.7 Billion
Consumer Defensive: $24.7 Billion
Industrials: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$503M
$16.3 Billion 16.88% of portfolio
583,889
Q1 2024 Reduced 1.53%
$2.57B
$15.4 Billion 15.93% of portfolio
667,591
Q1 2024 Reduced 5.97%
$1.2B
$15.2 Billion 15.73% of portfolio
1,385,558
Q1 2024 Reduced 4.59%
$776M
$14.4 Billion 14.93% of portfolio
796,975
Q1 2024 Reduced 10.25%
$25.5B
$10.1 Billion 10.4% of portfolio
290,058
Q1 2024 Reduced 20.26%
$1.05B
$9.46 Billion 9.78% of portfolio
674,911
Q1 2024 Reduced 10.0%
$5.99B
$8.41 Billion 8.69% of portfolio
370,823
Q1 2024 Reduced 10.17%
$134M
$6.76 Billion 6.99% of portfolio
605,814
Q4 2023 New
Trivago
-
$647 Million 0.67% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $96.7 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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