Institutional filer · SEC 13F · Q3 2025
Inflection Point Investments LLP
The reported 13F portfolio of Inflection Point Investments LLP (CIK 2009012) - top holdings, how concentrated the book is, and what changed last quarter.
- $46.9M
- Reported book
- 9
- Positions
- #328
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Inflection Point Investments LLP ranks #328 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $46.9M across 9 positions, a concentrated portfolio led by a few core positions.
- $46.9M
- reported 13F value
- 9
- disclosed positions
- 15.6%
- in XOMETRY INC CMN
- #328
- of 360 filers
Top-5 share 63.3% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Inflection Point Investments LLP ranks #328 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Inflection Point Investments LLP sits by disclosed position count
Inflection Point Investments LLP reports 9 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Inflection Point Investments LLP vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
9 339th of 360 higher than 21 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2009012 · Q3 2025 $47M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-UNK · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #328/360
- POS-CORE 9 names
- CONC-DOM 63% top-5
- LEAD-DOM 15.6% XOMETRY CMN
- PHOTO-UNK No peer
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Read with: Ownership concentration guide - Inflection Point Investments LLP's top-five positions weigh 63% of its reported book — read concentration before inferring strategy.
How the reported book breaks down
$46.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | XOMETRY INC CMN | $7.3M | 15.6% |
| 2 | ITURAN LOCATION & CONTROL LTD CMN | $7.0M | 14.9% |
| 3 | CARGURUS, INC. CMN | $5.4M | 11.5% |
| 4 | KORNIT DIGITAL LTD. CMN | $5.2M | 11.0% |
| 5 | COURSERA INC. CMN | $4.8M | 10.3% |
| 6 | RADCOM LTD CMN | $4.6M | 9.7% |
| 7 | PINTEREST INC CMN CLASS A | $4.3M | 9.1% |
| 8 | UDEMY, INC. CMN | $4.2M | 9.0% |
| 9 | MONDAY.COM LTD | $4.1M | 8.8% |
Latest Quarter Trades · Q3 2025
New positions (9)
Frequently Asked Questions
- How big is Inflection Point Investments LLP's 13F portfolio?
- Inflection Point Investments LLP reports $46.9M of long US-equity positions across 9 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Inflection Point Investments LLP sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Inflection Point Investments LLP ranks #328 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Inflection Point Investments LLP's largest position?
- Inflection Point Investments LLP's largest reported position is XOMETRY INC CMN at $7.3M, about 15.6% of its reported book as of Q3 2025.
- What did Inflection Point Investments LLP trade last quarter?
- In its Q3 2025 filing, Inflection Point Investments LLP opened 9 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Using this filing
- The rankings sort every tracked filer the same way Inflection Point Investments LLP was placed above, so you can see exactly how the rest of the field compares. View the rankings
- 13F book size and holding count both vary widely by manager, see how Inflection Point Investments LLP stacks up against the full filer population. Browse filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.