Inflection Point Investments LLP Portfolio Holdings by Sector

Inflection Point Investments LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services CARG PINS 2 stocks	$26.9 Million 33.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ITRN 1 stocks	$14.4 Million 17.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY COUR 2 stocks	$13.2 Million 16.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$11.7 Million 14.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ACVA 1 stocks	$6.17 Million 7.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services RDCM 1 stocks	$5.66 Million 7.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology CAMT ONTO 2 stocks	$2.81 Million 3.47% of portfolio	2	-	2	-	0 Calls 0 Puts

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