Inflection Point Investments LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| XOMETRY INC CMN(XMTR) | 163,370 | 134,780 | -28,590 | 5,520,272 | 7,341,467 | 15.64% | +1,821,195 |
| COURSERA INC. CMN(COUR) | 410,796 | 410,752 | -44 | 3,598,188 | 4,809,906 | 10.25% | +1,211,718 |
| MONDAY.COM LTD | 10,100 | 21,300 | +11,200 | 3,176,248 | 4,125,597 | 8.79% | +949,349 |
| UDEMY, INC. CMN | 522,897 | 603,897 | +81,000 | 3,675,966 | 4,233,318 | 9.02% | +557,352 |
| CARGURUS, INC. CMN(CARG) | 145,204 | 145,204 | 0 | 4,859,978 | 5,405,945 | 11.51% | +545,967 |
| PINTEREST INC CMN CLASS A(PINS) | 133,353 | 133,353 | 0 | 4,782,039 | 4,289,966 | 9.14% | -492,073 |
| ITURAN LOCATION & CONTROL LTD CMN | 197,997 | 195,997 | -2,000 | 7,590,964 | 7,001,013 | 14.91% | -589,951 |
| RADCOM LTD CMN | 434,994 | 314,991 | -120,003 | 5,911,568 | 4,564,220 | 9.72% | -1,347,348 |
| KORNIT DIGITAL LTD. CMN | 358,858 | 358,438 | -420 | 7,144,863 | 5,176,413 | 11.03% | -1,968,450 |
| ACV Auctions Inc Cmn(ACVA) | 403,796 | 0 | -403,796 | 6,549,571 | 0 | — | -6,549,571 |