Skip to content
Disclosery

Inflection Point Investments LLP

Follow

13F filer, CIK 2009012, LONDON, United Kingdom

Inflection Point Investments LLP reported $45,962,652 across 9 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-16.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002009012-25-000006

Period
2025-03-31
Reported value
$46M
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTEGRAL AD SCIENCE HLDNG COnew+156,899$1.26M

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
ITRNreduced-124,300-$4.49M
PINSreduced-132,980-$4.12M
DVexited-183,000-$3.52M
UDMYreduced-296,334-$2.3M
ACVAreduced-118,269-$1.67M

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, Q1 2025

Share positions as resolved from 13F-HR 0002009012-25-000006, largest first. % of portfolio is the value over $45,962,652, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 796,975 shares; 2024Q2: 796,975 shares; 2024Q3: 487,262 shares; 2024Q4: 487,262 shares; 2025Q1: 487,262 shares 487,262$9.3M20.23%0Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 583,889 shares; 2024Q2: 583,889 shares; 2024Q3: 338,513 shares; 2024Q4: 320,297 shares; 2025Q1: 195,997 shares 195,997$7.09M15.42%-124,300Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 667,591 shares; 2024Q2: 538,112 shares; 2024Q3: 329,373 shares; 2024Q4: 268,824 shares; 2025Q1: 224,514 shares 224,514$6.54M14.23%-44,310Timeline
RDCMRADCOM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 605,814 shares; 2024Q2: 605,814 shares; 2024Q3: 548,456 shares; 2024Q4: 548,456 shares; 2025Q1: 475,954 shares 475,954$5.44M11.84%-72,502Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290,058 shares; 2024Q2: 290,058 shares; 2024Q3: 240,695 shares; 2024Q4: 291,658 shares; 2025Q1: 158,678 shares 158,678$4.92M10.7%-132,980Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 337,932 shares; 2024Q3: 354,610 shares; 2024Q4: 422,919 shares; 2025Q1: 304,650 shares 304,650$4.29M9.34%-118,269Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,385,558 shares; 2024Q2: 1,385,558 shares; 2024Q3: 930,901 shares; 2024Q4: 837,901 shares; 2025Q1: 541,567 shares 541,567$4.2M9.14%-296,334Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 674,911 shares; 2024Q2: 174,911 shares; 2024Q3: 438,362 shares; 2024Q4: 438,362 shares; 2025Q1: 438,362 shares 438,362$2.92M6.35%0Timeline
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,899 shares 156,899$1.26M2.75%new

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
DVDOUBLEVERIFY HLDGS INC183,000$3.52Mshares

How Q1 2025 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 0002009012-25-000006 base2025-04-16acceptance time not in the bulk data set