IPI

Inflection Point Investments Portfolio holdings

AUM $46.9M
1-Year Est. Return 18.35%
This Quarter Est. Return
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
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$568K

Top Sells

1
+$6.55M
2
+$1.74M
3
+$1.56M
4
ITRN icon
Ituran Location and Control
ITRN
+$71.4K
5
KRNT icon
Kornit Digital
KRNT
+$6.07K

Sector Composition

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
$2.99B
$7.34M 15.64%
134,780
-28,590
ITRN icon
2
Ituran Location and Control
ITRN
$786M
$7M 14.91%
195,997
-2,000
CARG icon
3
CarGurus
CARG
$3.42B
$5.41M 11.51%
145,204
KRNT icon
4
Kornit Digital
KRNT
$642M
$5.18M 11.03%
358,438
-420
COUR icon
5
Coursera
COUR
$1.39B
$4.81M 10.25%
410,752
-44
RDCM icon
6
Radcom
RDCM
$212M
$4.56M 9.72%
314,991
-120,003
PINS icon
7
Pinterest
PINS
$18.4B
$4.29M 9.14%
133,353
UDMY icon
8
Udemy
UDMY
$768M
$4.23M 9.02%
603,897
+81,000
MNDY icon
9
monday.com
MNDY
$8B
$4.13M 8.79%
21,300
+11,200
ACVA icon
10
ACV Auctions
ACVA
$1.36B
– –
-403,796