Inflection Point Investments LLP
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$257.2M
Holdings
77
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: New position (58.6k shares)
5.5%
02
$GOOGL
ALPHABET INC
Q1 2026: New position (1.02M shares)
5.5%
03
$AAPL
APPLE INC
Q1 2026: New position (710.6k shares)
5.4%
04
$VTV
VANGUARD INDEX FDS
Q1 2026: New position (37.7k shares)
5.1%
05
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (49.1k shares)
4.8%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.53M shares)
4.5%
07
$NDQ
INVESCO QQQ TR
Q1 2026: New position (95.9k shares)
4.2%
08
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: New position (127.8k shares)
4.1%
09
$AMZN
AMAZON COM INC
Q1 2026: New position (496.1k shares)
4.0%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (351.2k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.