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Informed Momentum Co LLC

Q2 2023 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2023-08-11 · accession 0001104659-23-090306

$539.8M
Reported value
256
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
038169207APLDApplied Digital Corp$7.2M1.34%774,423CommonNONE
78349D107RXSTRxSight Inc$6.4M1.18%221,415CommonNONE
04206A101ARLOArlo Technologies Inc$5.9M1.10%543,039CommonNONE
902673102UFPTUFP Technologies Inc$5.6M1.04%29,001CommonNONE
077347300BELFBBel Fuse Inc$5.4M1.01%94,862CommonNONE
94724R108WEAVWeave Communications Inc$4.6M0.86%416,392CommonNONE
03823U102AAOIApplied Optoelectronics Inc$4.5M0.84%757,304CommonNONE
53263P105LMBLimbach Holdings Inc$4.4M0.81%177,303CommonNONE
739128106POWLPowell Industries Inc$4.4M0.81%72,287CommonNONE
461147100INTTinTEST Corp$4.2M0.78%161,339CommonNONE
282559103ETNBGBP89bio Inc$4.1M0.76%216,438CommonNONE
G8232Y101Silver Lake Management LLC$4.1M0.76%140,973CommonNONE
23257D103CBAYUSDCymabay Therapeutics Inc$4.1M0.76%372,624CommonNONE
07556Q881BZHBeazer Homes USA Inc$4.0M0.73%140,076CommonNONE
00760J108AEHRAehr Test Systems$3.8M0.70%92,162CommonNONE
75960P104RELYRemitly Global Inc$3.8M0.70%200,816CommonNONE
98262P101WW6WW International Inc$3.8M0.70%560,035CommonNONE
054540208ACLSAxcelis Technologies Inc$3.8M0.70%20,485CommonNONE
30226D106EXTRExtreme Networks Inc$3.7M0.69%142,027CommonNONE
825704109SIBNSI-BONE Inc$3.7M0.68%136,957CommonNONE
45253H101IMGNEURImmunoGen Inc$3.6M0.67%192,519CommonNONE
602496101MDXGMiMedx Group Inc$3.6M0.67%549,333CommonNONE
75689M101RRGBRed Robin Gourmet Burgers Inc$3.6M0.67%260,833CommonNONE
740444104PLPCPreformed Line Products Co$3.6M0.67%23,092CommonNONE
413160102HLITHarmonic Inc$3.6M0.67%222,718CommonNONE
89377M109TMDXTransMedics Group Inc$3.5M0.65%42,081CommonNONE
457642205INODInnodata Inc$3.5M0.65%309,346CommonNONE
87357P100TCMDTactile Systems Technology Inc$3.5M0.65%140,102CommonNONE
55305B101MHOM/I Homes Inc$3.4M0.64%39,432CommonNONE
138103106UTE0Cantaloupe Inc$3.4M0.63%429,254CommonNONE
G72800108PRTAProthena Corp PLC$3.4M0.63%49,656CommonNONE
819047101SHAKShake Shack Inc$3.3M0.62%42,725CommonNONE
45828L108IASIntegral Ad Science Holding Corp$3.3M0.61%182,380CommonNONE
92846Q107COCOVita Coco Co Inc/The$3.3M0.61%121,849CommonNONE
000899104ADMAADMA Biologics Inc$3.3M0.60%883,842CommonNONE
45867G101IDCCInterDigital Inc$3.3M0.60%33,765CommonNONE
87265H109T86Tri Pointe Homes Inc$3.2M0.60%98,692CommonNONE
55405W104MYRGMYR Group Inc$3.2M0.59%23,014CommonNONE
750491102RDNTRadNet Inc$3.2M0.59%97,600CommonNONE
G3730V105FTAIFTAI Aviation Ltd$3.2M0.58%99,694CommonNONE
607828100MODModine Manufacturing Co$3.2M0.58%95,414CommonNONE
830879102SKYWSkyWest Inc$3.1M0.58%77,272CommonNONE
80810D103SDGRSchrodinger Inc/United States$3.1M0.58%62,704CommonNONE
046433108ATROAstronics Corp$3.1M0.58%156,455CommonNONE
465741106ITRIItron Inc$3.1M0.57%42,673CommonNONE
G2143T103CMPRCimpress PLC$3.1M0.57%51,690CommonNONE
525558201LMATLeMaitre Vascular Inc$3.1M0.57%45,439CommonNONE
92511U102VRRMVerra Mobility Corp$3.0M0.56%154,039CommonNONE
84612U107Advent International Corp$3.0M0.56%155,061CommonNONE
G23773107CWCOConsolidated Water Co Ltd$3.0M0.56%124,892CommonNONE
92243G108PCVXVaxcyte Inc$3.0M0.56%60,554CommonNONE
531229706Liberty Media Corp$3.0M0.56%74,917CommonNONE
05380C102RCELAvita Medical Inc$3.0M0.55%173,756CommonNONE
917047102URBNUrban Outfitters Inc$2.9M0.54%88,677CommonNONE
46222L108IONQIonQ Inc$2.9M0.54%216,686CommonNONE
26856L103ELFelf Beauty Inc$2.9M0.54%25,466CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd$2.9M0.54%167,585CommonNONE
922417100VECOVeeco Instruments Inc$2.9M0.53%111,647CommonNONE
30049H102EVLVEvolv Technologies Holdings Inc$2.9M0.53%476,422CommonNONE
651718504NPKINewpark Resources Inc$2.8M0.53%542,587CommonNONE
00091G104ACVAACV Auctions Inc$2.8M0.52%163,680CommonNONE
74164F103PRIMPrimoris Services Corp$2.8M0.52%92,689CommonNONE
671044105OSISOSI Systems Inc$2.8M0.52%23,950CommonNONE
36251C103GMS1EURGMS Inc$2.8M0.52%40,188CommonNONE
141788109CARGCargurus Inc$2.8M0.51%122,573CommonNONE
86800U104SMCIUSDSuper Micro Computer Inc$2.7M0.51%10,941CommonNONE
810648105SCPHscPharmaceuticals Inc$2.7M0.50%265,528CommonNONE
10806X102BBIOBridgebio Pharma Inc$2.7M0.49%154,391CommonNONE
629445206NVECNVE Corp$2.6M0.49%27,192CommonNONE
74766Q101QTRXQuanterix Corp$2.6M0.49%116,562CommonNONE
G1110E107BHVNBiohaven Ltd$2.6M0.49%109,841CommonNONE
800422107JBSSJohn B Sanfilippo & Son Inc$2.6M0.48%22,190CommonNONE
29084Q100EMEEMCOR Group Inc$2.6M0.48%13,909CommonNONE
683344105ONTOOnto Innovation Inc$2.6M0.47%21,993CommonNONE
859241101STRLSterling Infrastructure Inc$2.6M0.47%45,806CommonNONE
62878D100NABLN-able Inc$2.6M0.47%177,108CommonNONE
392709101GRBKGreen Brick Partners Inc$2.5M0.46%43,929CommonNONE
723836300PPSIProvident Pioneer Partners LP$2.5M0.46%295,968CommonNONE
313855108FSSFederal Signal Corp$2.5M0.46%38,644CommonNONE
74366E102PTGXProtagonist Therapeutics Inc$2.4M0.45%87,953CommonNONE
75737F108RDFNRedfin Corp$2.4M0.45%194,281CommonNONE
84863T106SPOKSpok Holdings Inc$2.4M0.45%180,912CommonNONE
156727109CRNCCerence Inc$2.4M0.44%81,941CommonNONE
687793109OSCROscar Health Inc$2.4M0.44%297,025CommonNONE
52466B103LZPermira Holdings LLP$2.4M0.44%197,345CommonNONE
00973Y108AKROAkero Therapeutics Inc$2.4M0.44%50,856CommonNONE
65290E101NXTFlex Ltd$2.4M0.44%59,484CommonNONE
457730109INSPInspire Medical Systems Inc$2.4M0.44%7,256CommonNONE
095306106BLBDAmerican Securities LLC$2.3M0.43%103,195CommonNONE
03753U106APLSUSDApellis Pharmaceuticals Inc$2.3M0.43%25,407CommonNONE
750917106RMBSRambus Inc$2.3M0.42%35,142CommonNONE
442487401HOVHovnanian Enterprises Inc$2.2M0.42%22,656CommonNONE
873379101Tabula Rasa HealthCare Inc$2.2M0.41%269,632CommonNONE
056525108BMIBadger Meter Inc$2.1M0.40%14,555CommonNONE
92915B106VYGRThird Rock Ventures LLC$2.1M0.40%187,502CommonNONE
14574X104TASTUSDCarrols Restaurant Group Inc$2.1M0.40%424,899CommonNONE
021369103ALTREURAltair Engineering Inc$2.1M0.39%27,867CommonNONE
829073105SSDSimpson Manufacturing Co Inc$2.1M0.39%15,167CommonNONE
88322Q108TGTXTG Therapeutics Inc$2.1M0.39%84,552CommonNONE
254604101IRONDisc Medicine Inc$2.1M0.39%47,206CommonNONE
004397105ARAYAccuray Inc$2.1M0.39%539,540CommonNONE
53216B104LFMDLifeMD Inc$2.1M0.38%476,528CommonNONE
92537N108VRTVertiv Holdings Co$2.1M0.38%83,594CommonNONE
53190C102LTHLife Time Group Holdings Inc$2.1M0.38%104,748CommonNONE
98422E103XERSXeris Biopharma Holdings Inc$2.0M0.37%757,962CommonNONE
073685109BECNUSDBeacon Roofing Supply Inc$2.0M0.37%23,923CommonNONE
46266A109IRMDiRadimed Corp$2.0M0.37%41,568CommonNONE
103002101BWMNBowman Consulting Group Ltd$1.9M0.36%60,577CommonNONE
600551204MLRMiller Industries Inc/TN$1.9M0.36%54,319CommonNONE
202608105CVGICommercial Vehicle Group Inc$1.9M0.36%172,823CommonNONE
61775R105MORFUSDMorphic Holding Inc$1.9M0.36%33,449CommonNONE
589889104MMSIMerit Medical Systems Inc$1.9M0.35%22,685CommonNONE
25862V105DVDoubleVerify Holdings Inc$1.9M0.35%48,652CommonNONE
46116X101ITCIEURIntra-Cellular Therapies Inc$1.9M0.35%29,789CommonNONE
913837100Universal Stainless & Alloy Products Inc$1.9M0.35%134,612CommonNONE
974155103WINGRoark Capital Group Inc$1.9M0.35%9,339CommonNONE
56854Q200MRNS*Marinus Pharmaceuticals Inc$1.9M0.34%170,901CommonNONE
233377407DXPEDXP Enterprises Inc/TX$1.8M0.34%50,775CommonNONE
690742101OCOwens Corning$1.8M0.34%14,151CommonNONE
501147102KRYSKrystal Biotech Inc$1.8M0.34%15,714CommonNONE
234264109DAKTDaktronics Inc$1.8M0.34%287,225CommonNONE
20717M1038QRConfluent Inc$1.8M0.34%51,651CommonNONE
199908104FIXComfort Systems USA Inc$1.8M0.34%11,071CommonNONE
224633206CRD/ACrawford & Co$1.8M0.34%163,833CommonNONE
89055F103BLDTopBuild Corp$1.8M0.34%6,822CommonNONE
87724P106TMHCTaylor Morrison Home Corp$1.8M0.33%36,765CommonNONE
25381B101DMRCDigimarc Corp$1.8M0.33%60,568CommonNONE
05105P107AUGXAugmedix Inc$1.8M0.33%369,979CommonNONE
88076W103TDCTeradata Corp$1.8M0.33%33,230CommonNONE
88642R109TDWTidewater Inc$1.8M0.33%32,007CommonNONE
26969P108EXPEagle Materials Inc$1.8M0.33%9,504CommonNONE
59001A102MTHMeritage Homes Corp$1.8M0.33%12,448CommonNONE
928298108VSHVishay Intertechnology Inc$1.8M0.33%60,139CommonNONE
29275Y102ENSEnerSys$1.8M0.33%16,255CommonNONE
03940C100ACLXGBXArcellx Inc$1.8M0.33%55,714CommonNONE
576323109MTZMasTec Inc$1.8M0.33%14,909CommonNONE
89421Q205TZOOTravelzoo$1.8M0.33%222,429CommonNONE
30041T104MRAMEverspin Technologies Inc$1.8M0.32%190,112CommonNONE
15118V207CELHCelsius Holdings Inc$1.7M0.32%11,676CommonNONE
44980X109IPGPIPG Photonics Corp$1.7M0.32%12,756CommonNONE
030111207AMSCAmerican Superconductor Corp$1.7M0.32%276,274CommonNONE
71639T106PETQEURPetIQ Inc$1.7M0.32%113,968CommonNONE
51509P103LSEALandsea Group Co Ltd$1.7M0.32%185,082CommonNONE
G66721104NCLHNorwegian Cruise Line Holdings Ltd$1.7M0.32%79,308CommonNONE
26210C104DBXDropbox Inc$1.7M0.32%64,618CommonNONE
368678108GENCGencor Industries Inc$1.7M0.32%109,606CommonNONE
36262G101GXOGXO Logistics Inc$1.7M0.32%27,123CommonNONE
48242W106KBRKBR Inc$1.7M0.32%26,145CommonNONE
42727E103HGBLHeritage Global Inc$1.7M0.31%467,991CommonNONE
Y2294C107Eneti Inc$1.7M0.31%139,356CommonNONE
077454106BDCBelden Inc$1.7M0.31%17,572CommonNONE
12468P104AIC3.ai Inc$1.7M0.31%46,136CommonNONE
G6700G107NVTnVent Electric PLC$1.7M0.31%32,463CommonNONE
630402105NSSCNapco Security Technologies Inc$1.7M0.31%48,393CommonNONE
039653100ACAArcosa Inc$1.7M0.31%22,076CommonNONE
677864100ODCOil-Dri Corp of America$1.7M0.31%28,071CommonNONE
86882L204SURGSurgePays Inc$1.7M0.31%226,482CommonNONE
78473E103SPXCSPX Technologies Inc$1.6M0.30%19,331CommonNONE
74624M102PPure Storage Inc$1.6M0.30%44,543CommonNONE
53814X102LIVXEURLiveOne Inc$1.6M0.30%929,589CommonNONE
449172105HYHyster-Yale Materials Handling Inc$1.6M0.30%29,177CommonNONE
615394202MOG/AMoog Inc$1.6M0.30%14,962CommonNONE
12510Q100CCCCCC Intelligent Solutions Holdings Inc$1.6M0.30%144,197CommonNONE
92827K301VTSIVirTra Inc$1.6M0.30%211,780CommonNONE
774374300RMTIRockwell Medical Inc$1.6M0.30%293,249CommonNONE
56146T103MAMAMamaMancini's Holdings Inc$1.6M0.30%528,787CommonNONE
877163105TAYDTaylor Devices Inc$1.6M0.30%61,307CommonNONE
218683100CMTCore Molding Technologies Inc$1.6M0.29%69,881CommonNONE
433535101HQIHireQuest Inc$1.6M0.29%60,731CommonNONE
09739D100BCCBoise Cascade Co$1.5M0.29%17,118CommonNONE
29415C101EOSEB Riley Financial Inc$1.5M0.29%354,790CommonNONE
07831C103BRBRBellRing Brands Inc$1.5M0.29%42,062CommonNONE
68062P106OLMAOlema Pharmaceuticals Inc$1.5M0.28%169,730CommonNONE
29355X107NPOEnPro Industries Inc$1.5M0.28%11,452CommonNONE
983793100XPOXPO Inc$1.5M0.28%25,763CommonNONE
48666K109KBHKB Home$1.5M0.28%29,280CommonNONE
700215304TRAKPark City Group Inc$1.5M0.28%149,904CommonNONE
46269C102IRDMIridium Communications Inc$1.5M0.28%24,127CommonNONE
000360206AAONAAON Inc$1.4M0.27%15,243CommonNONE
368736104GNRCGenerac Holdings Inc$1.4M0.27%9,689CommonNONE
882681109TXRHTexas Roadhouse Inc$1.4M0.27%12,866CommonNONE
70975L107PENPenumbra Inc$1.4M0.26%4,148CommonNONE
85208T107CXMSprinklr Inc$1.4M0.26%102,187CommonNONE
030506109AMWDAmerican Woodmark Corp$1.4M0.26%18,126CommonNONE
91680M107UPSTUpstart Holdings Inc$1.4M0.25%38,250CommonNONE
92047W101VVVValvoline Inc$1.3M0.25%35,882CommonNONE
69036R863OSG1EUROverseas Shipholding Group Inc$1.3M0.25%322,348CommonNONE
26603R106DUOLNewView Capital Management LLC$1.3M0.25%9,348CommonNONE
74837P405QUIKQuickLogic Corp$1.3M0.24%143,169CommonNONE
82489T104SWAVUSDShockwave Medical Inc$1.3M0.24%4,563CommonNONE
05464T104AXSMAxsome Therapeutics Inc$1.3M0.24%18,102CommonNONE
002896207ANFAbercrombie & Fitch Co$1.3M0.24%34,464CommonNONE
03831W108APPAppLovin Corp$1.3M0.24%50,215CommonNONE
854231107SXIStandex International Corp$1.3M0.24%9,019CommonNONE
81749D107SERASera Prognostics Inc$1.3M0.24%387,193CommonNONE
03837C106APYXApyx Medical Corp$1.3M0.23%251,896CommonNONE
127537207CDZICadiz Inc$1.3M0.23%310,301CommonNONE
243537107DECKDeckers Outdoor Corp$1.3M0.23%2,371CommonNONE
500600101KOPNKopin Corp$1.2M0.23%580,470CommonNONE
204166102CVLTCommVault Systems Inc$1.2M0.23%17,149CommonNONE
051774107AURAurora Innovation Inc$1.2M0.23%421,559CommonNONE
44925C103ICFIICF International Inc$1.2M0.23%9,938CommonNONE
184496107CLHClean Harbors Inc$1.2M0.23%7,492CommonNONE
26154D100DFHDream Finders Homes Inc$1.2M0.22%48,924CommonNONE
69336V101PGTIUSDPGT Innovations Inc$1.2M0.22%41,147CommonNONE
384556106GHMGraham Corp$1.2M0.22%90,162CommonNONE
83406F102SOFISoFi Technologies Inc$1.2M0.22%143,520CommonNONE
04965B100ATOMAtomera Inc$1.2M0.22%134,773CommonNONE
83548F200SONMEURSonim Technologies Inc$1.2M0.22%1,020,766CommonNONE
670703107NUVLDeerfield Management Co LP$1.2M0.22%27,754CommonNONE
25271C201DO1USDDiamond Offshore Drilling Inc$1.2M0.22%82,111CommonNONE
25253X207DMACDiaMedica Therapeutics Inc$1.2M0.22%270,419CommonNONE
97717P104WTWisdomTree Inc$1.2M0.22%169,818CommonNONE
44916K106HYPRHyperfine Inc$1.2M0.22%541,065CommonNONE
04546C205Assertio Holdings Inc$1.2M0.22%214,330CommonNONE
44951W106IESCTontine Associates LLC$1.1M0.21%20,185CommonNONE
69404D108PACBPacific Biosciences of California Inc$1.1M0.21%85,761CommonNONE
76009N100UPBDUpbound Group Inc$1.1M0.21%36,173CommonNONE
416906105HBIOUSDHarvard Bioscience Inc$1.1M0.21%204,994CommonNONE
01748X102ALGTAllegiant Travel Co$1.1M0.21%8,777CommonNONE
946760105CLMBClimb Global Solutions Inc$1.1M0.21%23,123CommonNONE
02081G201ATECAlphatec Holdings Inc$1.1M0.20%61,485CommonNONE
98420X103ASNSUSDX4 Pharmaceuticals Inc$1.1M0.20%567,801CommonNONE
29270J100ERIIEnergy Recovery Inc$1.1M0.20%39,197CommonNONE
415864107NVRIEnviri Corp$1.1M0.20%110,672CommonNONE
50077B207KTOSKratos Defense & Security Solutions Inc$1.1M0.20%76,067CommonNONE
65487K100LASRnLight Inc$1.1M0.20%70,308CommonNONE
415858109HROWHarrow Health Inc$1.1M0.20%56,806CommonNONE
374689107ROCKGibraltar Industries Inc$1.1M0.20%17,150CommonNONE
656811106NOANorth American Construction Group Ltd$1.1M0.20%56,327CommonNONE
18452B209CLSKCleanspark Inc$1.1M0.20%249,273CommonNONE
61559X104MLTXMoonLake Immunotherapeutics$1.1M0.20%20,917CommonNONE
98983V106ZUOUSDZuora Inc$1.1M0.20%96,799CommonNONE
92346J108VCELVericel Corp$1.1M0.20%28,235CommonNONE
92663R105VMDViemed Healthcare Inc$1.1M0.20%108,371CommonNONE
09203E105BDTXBlack Diamond Therapeutics Inc$1.0M0.19%207,428CommonNONE
19188U206CODACoda Octopus Group Inc$1.0M0.19%123,262CommonNONE
714157203PESIPerma-Fix Environmental Services Inc$995,9740.18%90,708CommonNONE
45790W108Inozyme Pharma Inc$981,5900.18%176,228CommonNONE
144285103CRSCarpenter Technology Corp$962,5730.18%17,149CommonNONE
36241U106GSITGSI Technology Inc$952,5200.18%172,246CommonNONE
M2197Q107CLBTSun Corp$950,0400.18%131,950CommonNONE
053604104AVPTAvePoint Inc$930,4360.17%161,534CommonNONE
24661P807DCTHDelcath Systems Inc$905,2820.17%155,280CommonNONE
45827U109INTAIntapp Inc$870,7640.16%20,777CommonNONE
45166A102IDYAIdeaya Biosciences Inc$831,0310.15%35,363CommonNONE
M70700105NNOXNano-X Imaging Ltd$811,4440.15%52,385CommonNONE
171604101CHUYUSDChuy's Holdings Inc$808,4400.15%19,805CommonNONE
925815102VICRVicor Corp$796,3920.15%14,748CommonNONE
124805102CBZCBIZ Inc$770,2690.14%14,457CommonNONE
45258J102IMVTRoivant Sciences Ltd$754,9300.14%39,796CommonNONE
64049M209NEONeoGenomics Inc$736,8900.14%45,855CommonNONE
496904202KFSKingsway Financial Services Inc$548,2510.10%67,270CommonNONE
004468500ACHVAchieve Life Sciences Inc$477,2880.09%91,963CommonNONE
46564T107ITIEURIteris Inc$420,3780.08%106,156CommonNONE
74365A309PLXProtalix BioTherapeutics Inc$331,2620.06%165,631CommonNONE

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.