Q1 2026 · 13F-HR
Inflection Point Holdings II LLCholdings as filed
Filed 2026-05-15 · accession 0001213900-26-057708
$47.3M
Reported value
1
Positions
2026-03-31
Period end
The Brief · Inflection Point Holdings II LLC · Q1 2026
AI · grounded in 13F
Inflection Point Holdings II LLC reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91733P107 | USAR | USA RARE EARTH INC | $47.3M | 100.0% | 3,125,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.