Inflection Point Investments LLP Portfolio Holdings

Inflection Point Investments LLP

  • $52.8 Billion
  • Q2 2025

Inflection Point Investments LLP has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $52.8 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ituran Location & Control Ltd. with a value of $7.59B, Kornit Digital Ltd. with a value of $7.14B, Acv Auctions Inc. with a value of $6.55B, Radcom LTD with a value of $5.91B, and Xometry, Inc. with a value of $5.52B.

Examining the 13F form we can see an increase of $6.85B in the current position value, from $46B to 52.8B.

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 $52.8 Billion
Communication Services: $15.6 Billion
Industrials: $12.7 Billion
Technology: $10.8 Billion
Consumer Defensive: $7.27 Billion
Consumer Cyclical: $6.55 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198M
$5.91 Billion 11.19% of portfolio
434,994
Q2 2025 Reduced 8.61%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $52.8 Billion
  • Prior Value $46 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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