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IPI

Inflection Point Investments Portfolio holdings

AUM $46.9M
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
+5.91%
1 Year Est. Return
+18.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$46.9M
AUM Growth
-$5.86M
Cap. Flow
-$6.36M
Cap. Flow %
-13.55%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
5
Closed
1

Top Buys

Rank Stock Value
1
MNDY icon
monday.com
MNDY
+$2.58M
2
UDMY
Udemy
UDMY
+$568K

Top Sells

Rank Stock Value
1
ACVA icon
ACV Auctions
ACVA
+$6.55M
2
RDCM icon
Radcom
RDCM
+$1.64M
3
XMTR icon
Xometry
XMTR
+$1.24M
4
ITRN icon
Ituran Location and Control
ITRN
+$75.6K
5
KRNT icon
Kornit Digital
KRNT
+$7.14K

Sector Composition

Rank Sector Weight
1 Industrials 26.66%
2 Technology 23.7%
3 Consumer Staples 19.26%
4 Communication Services 18.86%
5 Consumer Discretionary 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XMTR icon
1
Xometry
XMTR
$5.44B
$7.34M 15.64%
134,780
-28,590
-18% -$1.24M
ITRN icon
2
Ituran Location and Control
ITRN
$1.1B
$7M 14.91%
195,997
-2,000
-1% -$75.6K
CARG icon
3
CarGurus
CARG
$3.16B
$5.41M 11.51%
145,204
– –
KRNT icon
4
Kornit Digital
KRNT
$696M
$5.18M 11.03%
358,438
-420
-0.1% -$7.14K
COUR icon
5
Coursera
COUR
$1.59B
$4.81M 10.25%
410,752
-44
-0% -$478
RDCM icon
6
Radcom
RDCM
$232M
$4.56M 9.72%
314,991
-120,003
-28% -$1.64M
PINS icon
7
Pinterest
PINS
$13B
$4.29M 9.14%
133,353
– –
UDMY
8
DELISTED
Udemy
UDMY
$4.23M 9.02%
603,897
+81,000
+15% +$568K
MNDY icon
9
monday.com
MNDY
$3.38B
$4.13M 8.79%
21,300
+11,200
+111% +$2.58M
ACVA icon
10
ACV Auctions
ACVA
$1.3B
– –
-403,796
Closed -$6.55M

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Inflection Point Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Inflection Point Investments held 10 positions worth $46.9M, down 11% from $52.8M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Inflection Point Investments withdrew a net $6.36M in Q3 2025, closing 1 position and reducing 5 holdings. Its most notable exit was ACV Auctions, an estimated $6.55M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 27% of assets, up from 24% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Inflection Point Investments added an estimated $2.58M to monday.com.

  • Inflection Point Investments added most to monday.com in Q3 2025, an estimated $2.58M increase.
  • Inflection Point Investments's biggest Q3 2025 reduction was Radcom, cutting an estimated $1.64M.
  • Inflection Point Investments fully exited ACV Auctions in Q3 2025, selling an estimated $6.55M.
  • Inflection Point Investments's ten largest holdings make up 100% of its $46.9M portfolio in Q3 2025.
  • Inflection Point Investments opened 0 new positions and closed 1 in Q3 2025.
  • Inflection Point Investments's portfolio value fell 11% quarter-over-quarter to $46.9M.

Based on Inflection Point Investments's 13F filing for Q3 2025, filed 21 Nov 2025.