Inflection Point Investments LLP Portfolio Holdings by Sector
Inflection Point Investments LLP
- $52.8 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Industrial Machinery | Industrials
KRNT XMTR 2 stocks |
$12.7 Million
23.98% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
CARG PINS 2 stocks |
$9.64 Million
18.26% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
ITRN 1 stocks |
$7.59 Million
14.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY COUR 2 stocks |
$7.27 Million
13.77% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$6.55 Million
12.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
RDCM 1 stocks |
$5.91 Million
11.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
MNDY 1 stocks |
$3.18 Million
6.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|