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Inflection Point Investments LLP

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13F filer, CIK 2009012, LONDON, United Kingdom

Inflection Point Investments LLP reported $52,809,657 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-28.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002009012-25-000011

Period
2025-06-30
Reported value
$52.8M
Holdings
10
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XMTRnew+163,370$5.52M
MNDYnew+10,100$3.18M
ACVAadded+99,146$1.61M
ITRNadded+2,000$76.7K

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
CARGreduced-79,310-$2.65M
KRNTreduced-128,404-$2.56M
INTEGRAL AD SCIENCE HLDNG COexited-156,899-$1.26M
PINSreduced-25,325-$908K
RDCMreduced-40,960-$557K

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, Q2 2025

Share positions as resolved from 13F-HR 0002009012-25-000011, largest first. % of portfolio is the value over $52,809,657, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 583,889 shares; 2024Q2: 583,889 shares; 2024Q3: 338,513 shares; 2024Q4: 320,297 shares; 2025Q1: 195,997 shares; 2025Q2: 197,997 shares 197,997$7.59M14.37%+2,000Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 796,975 shares; 2024Q2: 796,975 shares; 2024Q3: 487,262 shares; 2024Q4: 487,262 shares; 2025Q1: 487,262 shares; 2025Q2: 358,858 shares 358,858$7.14M13.53%-128,404Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 337,932 shares; 2024Q3: 354,610 shares; 2024Q4: 422,919 shares; 2025Q1: 304,650 shares; 2025Q2: 403,796 shares 403,796$6.55M12.4%+99,146Timeline
RDCMRADCOM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 605,814 shares; 2024Q2: 605,814 shares; 2024Q3: 548,456 shares; 2024Q4: 548,456 shares; 2025Q1: 475,954 shares; 2025Q2: 434,994 shares 434,994$5.91M11.19%-40,960Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,370 shares 163,370$5.52M10.45%newTimeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 667,591 shares; 2024Q2: 538,112 shares; 2024Q3: 329,373 shares; 2024Q4: 268,824 shares; 2025Q1: 224,514 shares; 2025Q2: 145,204 shares 145,204$4.86M9.2%-79,310Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 290,058 shares; 2024Q2: 290,058 shares; 2024Q3: 240,695 shares; 2024Q4: 291,658 shares; 2025Q1: 158,678 shares; 2025Q2: 133,353 shares 133,353$4.78M9.06%-25,325Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 522,897 shares 522,897$3.68M6.96%-18,670Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 674,911 shares; 2024Q2: 174,911 shares; 2024Q3: 438,362 shares; 2024Q4: 438,362 shares; 2025Q1: 438,362 shares; 2025Q2: 410,796 shares 410,796$3.6M6.81%-27,566Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares 10,100$3.18M6.01%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG CO156,899$1.26Mshares

How Q2 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 0002009012-25-000011 base2025-07-28acceptance time not in the bulk data set