Inflection Point Holdings II LLC
Top Portfolio Positions
1 positions ·
$47,296,875 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
3,125,000 | $47,296,875 | 100.00% |
Portfolio Trend
2 quarters · across all stocks
Holdings in USAR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,296,875 | 3,125,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,187,500 | 3,125,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||