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Inflection Point Investments LLP

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13F filer, CIK 2009012, LONDON, United Kingdom

Inflection Point Investments LLP reported $61,950,994 across 8 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000943663-24-000260

Period
2024-09-30
Reported value
$62M
Holdings
8
Top 10 weight
100%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COURadded+263,451$2.02M
ACVAadded+16,678$326K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KRNTreduced-309,713-$7.95M
ITRNreduced-245,376-$6.44M
CARGreduced-208,739-$6.11M
UDMYreduced-454,657-$3.33M
PINSreduced-49,363-$1.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0000943663-24-000260, largest first. % of portfolio is the value over $61,950,994, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 796,975 shares; 2024Q2: 796,975 shares; 2024Q3: 487,262 shares 487,262$12.5M20.2%-309,713Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 667,591 shares; 2024Q2: 538,112 shares; 2024Q3: 329,373 shares 329,373$9.65M15.57%-208,739Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 583,889 shares; 2024Q2: 583,889 shares; 2024Q3: 338,513 shares 338,513$8.88M14.34%-245,376Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290,058 shares; 2024Q2: 290,058 shares; 2024Q3: 240,695 shares 240,695$7.99M12.9%-49,363Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 337,932 shares; 2024Q3: 354,610 shares 354,610$6.94M11.2%+16,678Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,385,558 shares; 2024Q2: 1,385,558 shares; 2024Q3: 930,901 shares 930,901$6.82M11.01%-454,657Timeline
RDCMRADCOM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 605,814 shares; 2024Q2: 605,814 shares; 2024Q3: 548,456 shares 548,456$5.8M9.36%-57,358Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 674,911 shares; 2024Q2: 174,911 shares; 2024Q3: 438,362 shares 438,362$3.36M5.42%+263,451Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CAMTCAMTEK LTD11,750$1.47Mshares
ONTOONTO INNOVATION INC6,090$1.34Mshares
TRVGTRIVAGO N V99,802$201Kshares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000943663-24-000260 base2024-11-13acceptance time not in the bulk data set