Inflection Point Holdings II LLC
13F Reported Value
ⓘ$47.3M
Holdings
1
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Inflection Point Holdings II LLC disclosed 1 positions worth $47.3M in its Form 13F-HR for Q1 2026, led by $USAR (USA Rare Earth, Inc.) at 100.0% of the equity portfolio. The portfolio is most concentrated in Materials (100.0% of disclosed assets). All figures are sourced directly from Inflection Point Holdings II LLC’s Form 13F-HR filing with the SEC under CIK 1970530.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 28.1#2,448
Quality
$47.3M3,125,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 USA Rare Earth, Inc.$USAR | 28.1#2,448 | $47.3M | 3,125,000 |
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32-signal composite ranking on each of Inflection Point Holdings II LLC's 1 positions.
Showing top 1 of 1 holdings.
Sector Allocation
Materials
$47.3M
Full Holdings — Inflection Point Holdings II LLC (Q1 2026)
All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $USAR | USA Rare Earth, Inc. | $47.3M | 100.0% | +0% | 28.1 |
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AI-Powered Hedge Fund Analysis: Inflection Point Holdings II LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Inflection Point Holdings II LLC (SEC CIK: 1970530), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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