Inflection Point Investments LLP Portfolio Holdings by Sector

Inflection Point Investments LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services CARG PINS 2 stocks	$17.6 Million 28.48% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$12.5 Million 20.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY COUR 2 stocks	$10.2 Million 16.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ITRN 1 stocks	$8.88 Million 14.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$6.94 Million 11.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services RDCM 1 stocks	$5.8 Million 9.36% of portfolio	-	1	-	-	0 Calls 0 Puts

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