Inflection Point Investments LLP
Family Office
Inflection Point Investments LLP is a Family Office based in San Francisco, CA led by Justin Michael Kunz, reporting $188.5M in AUM as of Q3 2025 with 30% Communication Services concentration, with only 9 positions, and 16% allocation to XMTR.
Managing PartnerJustin Michael Kunz
- Portfolio Value
- $46.9M
- Positions
- 9
- Top Holding
- XMTR at 15.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Inflection Point Investments LLP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Machinery Industrials | $7.3M | 15.64% | -$1.6M Sold | 0.27% 134.8K shares | |
Communication Equipment Technology | $7.0M | 14.91% | -$71.4K Sold | 0.99% 196.0K shares | |
Internet Content & Information Communication Services | $5.4M | 11.51% | — | 0.15% 145.2K shares | |
Industrial - Machinery Industrials | $5.2M | 11.03% | -$6.1K Sold | 0.78% 358.4K shares | |
Education & Training Services Consumer Defensive | $4.8M | 10.25% | -$515.2 Sold | 0.25% 410.8K shares | |
Telecommunications Services Communication Services | $4.6M | 9.72% | -$1.7M Sold | 1.97% 315.0K shares | |
Internet Content & Information Communication Services | $4.3M | 9.14% | — | 0.02% 133.4K shares | |
Education & Training Services Consumer Defensive | $4.2M | 9.02% | +$567.8K Bought | 0.40% 603.9K shares | |
Software - Application Technology | $4.1M | 8.79% | +$2.2M Bought | 0.04% 21.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Inflection Point Investments LLP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+110.89% | |
+15.49% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-27.59% | |
-17.5% | |
-1.01% | |
-0.12% |
Analytics
Portfolio insights and performance metrics for Inflection Point Investments LLP
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