Investor Details
| Filer Name: | INFLECTION POINT INVESTMENTS LLP |
|---|---|
| CIK: | 2009012 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.07B |
Inflection Point Investments Llp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| KRNT | US | KORNIT DIGITAL LTD | 487,262 | $15M | 20.55% | - | - |
| ITRN | US | ITURAN LOCATION AND CONTROL | 320,297 | $10M | 13.59% | -5.4% | - |
| CARG | US | CARGURUS INC | 268,824 | $10M | 13.38% | -18.4% | - |
| ACVA | US | ACV AUCTIONS INC-A | 422,919 | $9M | 12.45% | 19.3% | - |
| PINS | US | PINTEREST INC- CLASS A | 291,658 | $8M | 11.52% | 21.2% | - |
| UDMY | US | UDEMY INC | 837,901 | $7M | 9.40% | -10.0% | - |
| RDCM | US | RADCOM LTD | 548,456 | $7M | 9.24% | - | - |
| COUR | US | COURSERA INC | 438,362 | $4M | 5.08% | - | - |
| DV | US | DOUBLEVERIFY HOLDINGS INC | 183,000 | $4M | 4.79% | 100.0% | - |