Inflection Point Investments LLP Portfolio Holdings by Sector

Inflection Point Investments LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Industrial Machinery \| Industrials XMTR KRNT 2 stocks	$12.5 Million 26.66% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services CARG PINS 2 stocks	$9.7 Million 20.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive COUR UDMY 2 stocks	$9.04 Million 19.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology ITRN 1 stocks	$7 Million 14.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services RDCM 1 stocks	$4.56 Million 9.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology MNDY 1 stocks	$4.13 Million 8.79% of portfolio	1	-	-	-	0 Calls 0 Puts

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