Institutional
Inflection Point Holdings II LLC
CIK 0001970530
$47.3M
Reported AUM
1
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | USAR | USA RARE EARTH INC | $14.65 | 12.09% | -6.24% | 28.58% | $47.3M | 100.00% | — | HELD |
Source: SEC EDGAR · accession 0001213900-26-057708. 13F discloses long positions only — shorts, foreign equities, and options are excluded.