Inflection Point Investments LLP
Inflection Point Investments LLP is an investment adviser based in London, United Kingdom. The firm primarily manages hedge fund strategies, holding public equity positions in US-listed companies and disclosing such holdings through regular SEC filings. Founded and managed by experienced directors, the firm appears to cater to institutional and qualified investors seeking exposure to US and global equities through actively managed portfolios. The firm maintains a lean operational structure, with a small professional team based in London.
Investment Strategy
Inflection Point Investments LLP focuses on public equity investments, particularly US-listed technology and growth-oriented companies. The firm uses a research-driven approach, concentrating its assets in a select number of positions, primarily in sectors such as digital services, education technology, automotive, and online platforms. Their portfolios tend to be concentrated and actively managed, with strategic shifts into high-conviction names based on fundamental analysis and market inflection points. The firm aims to capture above-average returns by identifying undervalued opportunities or rapidly scaling growth stocks.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITRN | ITURAN LOCATION & CONTROL LTD CMN | 14.37% | $7.6M | 197,997 | $27.36 | $38.73 | +$503.7K |
K KRNT | KORNIT DIGITAL LTD. CMN | 13.53% | $7.1M | 358,858 | $19.16 | $19.91 | -$2.2M |
A ACVA | ACV Auctions Inc Cmn | 12.40% | $6.5M | 403,796 | $17.77 | $16.22 | +$2.3M |
R RDCM | RADCOM LTD CMN | 11.19% | $5.9M | 434,994 | $8.06 | $13.59 | +$471.4K |
X XMTR | XOMETRY INC CMN | 10.45% | $5.5M | 163,370 | $33.79 | $33.79 | +$5.5M |