$81 Million is the total value of Inflection Point Investments LLP's 11 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITRN | ITURAN LOCATION & CONTROL LTD CMN | $14,387,025 | -11.9% | 583,889 | 0.0% | 17.76% | +5.2% | |
| CARG | Sell | CARGURUS, INC. CMNcl a | $14,098,534 | -8.5% | 538,112 | -19.4% | 17.40% | +9.2% |
| PINS | PINTEREST INC CMN CLASS Acl a | $12,782,856 | +27.1% | 290,058 | 0.0% | 15.78% | +51.7% | |
| UDEMY, INC. CMN | $11,957,366 | -21.4% | 1,385,558 | 0.0% | 14.76% | -6.2% | ||
| KRNT | KORNIT DIGITAL LTD. CMN | $11,667,714 | -19.2% | 796,975 | 0.0% | 14.40% | -3.6% | |
| ACVA | New | ACV Auctions Inc Cmn | $6,167,259 | – | 337,932 | +100.0% | 7.61% | – |
| RDCM | RADCOM LTD CMN | $5,664,361 | -16.2% | 605,814 | 0.0% | 6.99% | +0.0% | |
| CAMT | New | CAMTEK LTD CMN | $1,471,570 | – | 11,750 | +100.0% | 1.82% | – |
| ONTO | New | ONTO INNOVATION INC CMN | $1,337,120 | – | 6,090 | +100.0% | 1.65% | – |
| COUR | Sell | COURSERA INC. CMN | $1,292,363 | -86.3% | 174,911 | -74.1% | 1.60% | -83.7% |
| Sell | Trivago | $200,602 | -69.0% | 99,802 | -57.4% | 0.25% | -62.9% | |
| PATH | Exit | UIPATH, INC. CMN CLASS Acl a | $0 | – | -370,823 | -100.0% | -8.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UDEMY, INC. CMN | 3 | Q2 2024 | 18.5% |
| ITURAN LOCATION & CONTROL LTD CMN | 3 | Q2 2024 | 17.8% |
| CARGURUS, INC. CMN | 3 | Q2 2024 | 17.4% |
| KORNIT DIGITAL LTD. CMN | 3 | Q2 2024 | 14.9% |
| PINTEREST INC CMN CLASS A | 3 | Q2 2024 | 15.8% |
| COURSERA INC. CMN | 3 | Q2 2024 | 12.6% |
| RADCOM LTD CMN | 3 | Q2 2024 | 7.0% |
| Trivago | 3 | Q2 2024 | 0.7% |
| UIPATH, INC. CMN CLASS A | 2 | Q1 2024 | 8.9% |
| ACV Auctions Inc Cmn | 1 | Q2 2024 | 7.6% |
View Inflection Point Investments LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-08 |
View Inflection Point Investments LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.