StockDriftsStockDriftsTop 1 Inflection Point Holdings II LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USAR | USA RARE EARTH INC | 100% | 3.13M | $47.3M | +0.00%(+0) | $14.55(+67.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.18% |
Inflection Point Holdings II LLC reports $47.31M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is USAR (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +27.18% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
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Holdings on this page are parsed from Inflection Point Holdings II LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1970530). View Inflection Point Holdings II LLC’s 13F filings on SEC