Inflection Point Investments LLP Portfolio Holdings by Sector
Inflection Point Investments LLP
- $46 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
CARG PINS 2 stocks |
$11.5 Million
24.93% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
KRNT 1 stocks |
$9.3 Million
20.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY COUR 2 stocks |
$7.12 Million
15.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
ITRN 1 stocks |
$7.09 Million
15.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
RDCM 1 stocks |
$5.44 Million
11.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ACVA 1 stocks |
$4.29 Million
9.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$1.26 Million
2.75% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|