Skip to content
Disclosery

Inflection Point Investments LLP

Follow

13F filer, CIK 2009012, LONDON, United Kingdom

Inflection Point Investments LLP reported $46,947,845 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-21.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002009012-25-000016

Period
2025-09-30
Reported value
$46.9M
Holdings
9
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MNDYadded+11,200$2.17M
UDMYadded+81,000$568K

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
ACVAexited-403,796-$6.55M
RDCMreduced-120,003-$1.74M
XMTRreduced-28,590-$1.56M
ITRNreduced-2,000-$71.4K
KRNTreduced-420-$6.07K

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 2025

Share positions as resolved from 13F-HR 0002009012-25-000016, largest first. % of portfolio is the value over $46,947,845, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,370 shares; 2025Q3: 134,780 shares 134,780$7.34M15.64%-28,590Timeline
ITRNITURAN LOCATION AND CONTROLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 195,997 shares 195,997$7M14.91%-2,000Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 145,204 shares 145,204$5.41M11.51%0Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 358,438 shares 358,438$5.18M11.03%-420Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 410,752 shares 410,752$4.81M10.25%-44Timeline
RDCMRADCOM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 314,991 shares 314,991$4.56M9.72%-120,003Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 133,353 shares 133,353$4.29M9.14%0Timeline
UDMYUDEMY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 603,897 shares 603,897$4.23M9.02%+81,000Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 21,300 shares 21,300$4.13M8.79%+11,200Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ACVAACV AUCTIONS INC403,796$6.55Mshares

How Q3 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 0002009012-25-000016 base2025-11-21acceptance time not in the bulk data set