Inflection Point Investments LLP Portfolio Holdings

Inflection Point Investments LLP

  • $46 Billion
  • Q1 2025

Inflection Point Investments LLP has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $46 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kornit Digital Ltd. with a value of $9.3B, Ituran Location & Control Ltd. with a value of $7.09B, Car Gurus, Inc. with a value of $6.54B, Radcom LTD with a value of $5.44B, and Pinterest, Inc. with a value of $4.92B.

Examining the 13F form we can see an decrease of $27.4B in the current position value, from $73.4B to 46B.

Inflection Point Investments LLP is based out at London, X0

Below you can find more details about Inflection Point Investments LLP portfolio as well as his latest detailed transactions.

Portfolio value $46 Billion
Communication Services: $18.2 Billion
Industrials: $9.3 Billion
Consumer Defensive: $7.12 Billion
Technology: $7.09 Billion
Consumer Cyclical: $4.29 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$867M
$9.3 Billion 20.23% of portfolio
487,262
Q3 2024 Reduced 38.86%
$671M
$7.09 Billion 15.42% of portfolio
195,997
Q1 2025 Reduced 38.81%
$2.69B
$6.54 Billion 14.23% of portfolio
224,514
Q1 2025 Reduced 16.48%
$154M
$5.44 Billion 11.84% of portfolio
475,954
Q1 2025 Reduced 13.22%
$14.2B
$4.92 Billion 10.7% of portfolio
158,678
Q1 2025 Reduced 45.59%
$1.6B
$4.29 Billion 9.34% of portfolio
304,650
Q1 2025 Reduced 27.96%
$846M
$4.2 Billion 9.14% of portfolio
541,567
Q1 2025 Reduced 35.37%
$1.04B
$2.92 Billion 6.35% of portfolio
438,362
Q3 2024 Added 150.62%
$994M
$1.26 Billion 2.75% of portfolio
156,899
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $46 Billion
  • Prior Value $73.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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