Inflection Point Investments LL.P. 13F annual report
Inflection Point Investments LL.P. is an investment fund managing more than $81 billion ran by Pajani Singah. There are currently 11 companies in Singah’s portfolio. The largest investments include Ituran Location & Control Ltd Cmn and Cargurus, Inc. Cmn, together worth $28.5 billion.
$81 billion Assets Under Management (AUM)
As of 7th August 2024, Inflection Point Investments LL.P.’s top holding is 583,889 shares of Ituran Location & Control Ltd Cmn currently worth over $14.4 billion and making up 17.8% of the portfolio value.
In addition, the fund holds 538,112 shares of Cargurus, Inc. Cmn worth $14.1 billion.
The third-largest holding is Pinterest Inc Cmn Class A worth $12.8 billion and the next is Udemy, Inc. Cmn worth $12 billion, with 1,385,558 shares owned.
Currently, Inflection Point Investments LL.P.'s portfolio is worth at least $81 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Inflection Point Investments LL.P.
The Inflection Point Investments LL.P. office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Pajani Singah serves as the Partner at Inflection Point Investments LL.P..
Recent trades
In the most recent 13F filing, Inflection Point Investments LL.P. revealed that it had opened a new position in
Acv Auctions Inc Cmn and bought 337,932 shares worth $6.17 billion.
On the other hand, there are companies that Inflection Point Investments LL.P. is getting rid of from its portfolio.
Inflection Point Investments LL.P. closed its position in Uipath, Inc. Cmn Class A on 14th August 2024.
It sold the previously owned 370,823 shares for $8.41 billion.
Pajani Singah also disclosed a decreased stake in Cargurus, Inc. Cmn by 0.2%.
This leaves the value of the investment at $14.1 billion and 538,112 shares.
One of the smallest hedge funds
The two most similar investment funds to Inflection Point Investments LL.P. are Lonestar Capital Management and Family Wealth. They manage $81.1 billion and $80.9 billion respectively.
The complete list of Inflection Point Investments LL.P. trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ituran Location & Control Ltd Cmn |
No change
583,889
|
$14,387,025,000 | 17.76% |
| Cargurus, Inc. Cmn |
19.39%
538,112
|
$14,098,534,000 | 17.40% |
| Pinterest Inc Cmn Class A |
No change
290,058
|
$12,782,856,000 | 15.78% |
| Udemy, Inc. Cmn |
No change
1,385,558
|
$11,957,366,000 | 14.76% |
| Kornit Digital Ltd. Cmn |
No change
796,975
|
$11,667,714,000 | 14.40% |
| Uipath, Inc. Cmn Class A |
Closed
370,823
|
$8,406,557,000 | |
| Acv Auctions Inc Cmn |
Opened
337,932
|
$6,167,259,000 | 7.61% |
| Radcom Ltd Cmn |
No change
605,814
|
$5,664,361,000 | 6.99% |
| Camtek Ltd Cmn |
Opened
11,750
|
$1,471,570,000 | 1.82% |
| Onto Innovation Inc Cmn |
Opened
6,090
|
$1,337,120,000 | 1.65% |
| Coursera Inc. Cmn |
74.08%
174,911
|
$1,292,363,000 | 1.59% |
| Trivago |
57.40%
99,802
|
$200,602,000 | 0.25% |
| No transactions found | |||
| Showing first 500 out of 12 holdings | |||
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