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	$18.3 Million 24.91% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$15.1 Million 20.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY COUR 2 stocks	$10.6 Million 14.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ITRN 1 stocks	$9.98 Million 13.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$9.14 Million 12.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services RDCM 1 stocks	$6.78 Million 9.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology DV 1 stocks	$3.52 Million 4.79% of portfolio	1	-	1	-	0 Calls 0 Puts

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