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
$52.8M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.18M
3
+$1.61M
4
ITRN icon
Ituran Location and Control
ITRN
+$76.7K

Top Sells

1
+$2.65M
2
+$2.56M
3
+$1.26M
4
PINS icon
Pinterest
PINS
+$908K
5
RDCM icon
Radcom
RDCM
+$557K

Sector Composition

1 Industrials 23.98%
2 Consumer Discretionary 21.61%
3 Technology 20.39%
4 Communication Services 20.25%
5 Consumer Staples 13.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITRN icon
1
Ituran Location and Control
ITRN
$786M
$7.59M 14.37%
197,997
+2,000
KRNT icon
2
Kornit Digital
KRNT
$642M
$7.14M 13.53%
358,858
-128,404
ACVA icon
3
ACV Auctions
ACVA
$1.36B
$6.55M 12.4%
403,796
+99,146
RDCM icon
4
Radcom
RDCM
$212M
$5.91M 11.19%
434,994
-40,960
XMTR icon
5
Xometry
XMTR
$2.99B
$5.52M 10.45%
+163,370
CARG icon
6
CarGurus
CARG
$3.42B
$4.86M 9.2%
145,204
-79,310
PINS icon
7
Pinterest
PINS
$18.4B
$4.78M 9.06%
133,353
-25,325
UDMY icon
8
Udemy
UDMY
$768M
$3.68M 6.96%
522,897
-18,670
COUR icon
9
Coursera
COUR
$1.39B
$3.6M 6.81%
410,796
-27,566
MNDY icon
10
monday.com
MNDY
$8B
$3.18M 6.01%
+10,100
IAS icon
11
Integral Ad Science
IAS
$1.72B
– –
-156,899