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Inflection Point Holdings II LLC

13F filer · CIK 0001970530
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$0U.S. long equity reported on 13F
Positions00 new · 1 closed
Net flow last quarter-$67.4MBuys minus sells
Top 10 positions weightNot reportedConcentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20260 positions
Q1 2026Reported May 15, 20261 positions
USARUSA Rare Earth, Inc.$47.3M100.00%1.43%Not reportedQ4 2025
Q4 2025Reported Feb 17, 20261 positions
USARUSA Rare Earth, Inc.$37.2M100.00%2.11%NewQ4 2025
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