12 is the total number of securities Inflection Point Investments LLP has owned. The longest Inflection Point Investments LLP has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| UDEMY, INC. CMN | 3 | 3 | 14.76% | 16.34% | 18.53% | Q4 2023 | Q2 2024 | 3 | |
| ITRN | ITURAN LOCATION & CONT... | 3 | 3 | 14.00% | 16.21% | 17.76% | Q4 2023 | Q2 2024 | 3 |
| CARG | CARGURUS, INC. CMN | 3 | 3 | 14.86% | 16.06% | 17.40% | Q4 2023 | Q2 2024 | 3 |
| KRNT | KORNIT DIGITAL LTD. CMN | 3 | 3 | 14.40% | 14.69% | 14.93% | Q4 2023 | Q2 2024 | 3 |
| PINS | PINTEREST INC CMN CLASS A | 3 | 3 | 10.40% | 12.62% | 15.78% | Q4 2023 | Q2 2024 | 3 |
| COUR | COURSERA INC. CMN | 3 | 3 | 1.60% | 7.99% | 12.58% | Q4 2023 | Q2 2024 | 3 |
| RDCM | RADCOM LTD CMN | 3 | 3 | 4.23% | 6.07% | 6.99% | Q4 2023 | Q2 2024 | 3 |
| Trivago | 3 | 3 | 0.25% | 0.47% | 0.67% | Q4 2023 | Q2 2024 | 3 | |
| PATH | UIPATH, INC. CMN CLASS A | 2 | 2 | 8.69% | 8.79% | 8.88% | Q4 2023 | Q1 2024 | 2 |
| ACVA | ACV Auctions Inc Cmn | 1 | 1 | 7.61% | 7.61% | 7.61% | Q2 2024 | Q2 2024 | 1 |
| CAMT | CAMTEK LTD CMN | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2024 | Q2 2024 | 1 |
| ONTO | ONTO INNOVATION INC CMN | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2024 | Q2 2024 | 1 |
Download | |||||||||
The securities at the top of the list , including UDEMY, INC. CMN, ITURAN LOCATION & CONTROL LTD CMN, and CARGURUS, INC. CMN, are the highest-conviction holdings of Inflection Point Investments LLP.
The conviction is calculated by counting the number of quarters a security has been reported by Inflection Point Investments LLP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Inflection Point Investments LLP owns currently or has owned in the past.