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	$25.5 Million 26.5% of portfolio	-	2	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY COUR 2 stocks	$24.7 Million 25.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ITRN 1 stocks	$16.3 Million 16.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$14.4 Million 15.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PATH 1 stocks	$8.41 Million 8.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services RDCM 1 stocks	$6.76 Million 7.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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