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Informed Momentum Co LLC

Q3 2023 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2023-11-13 · accession 0001104659-23-117095

$518.2M
Reported value
271
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
739128106POWLPowell Industries Inc$6.1M1.17%73,333CommonNONE
23257D103CBAYUSDCymabay Therapeutics Inc$5.7M1.10%381,564CommonNONE
00760J108AEHRAehr Test Systems$5.1M0.98%111,417CommonNONE
602496101MDXGMiMedx Group Inc$4.8M0.93%664,213CommonNONE
444144109HDSNHudson Technologies Inc$4.6M0.88%343,732CommonNONE
78349D107RXSTRxSight Inc$4.6M0.88%163,168CommonNONE
03823U102AAOIApplied Optoelectronics Inc$4.4M0.86%405,239CommonNONE
834203309SLNOVivo Capital LLC$4.1M0.79%139,330CommonNONE
G3R239101GAMBGambling.com Group Ltd$4.1M0.79%313,997CommonNONE
53263P105LMBLimbach Holdings Inc$4.0M0.78%126,710CommonNONE
45258J102IMVTRoivant Sciences Ltd$3.9M0.76%102,520CommonNONE
04206A101ARLOArlo Technologies Inc$3.9M0.76%381,151CommonNONE
71639T106PETQEURPetIQ Inc$3.8M0.74%194,593CommonNONE
651718504NPKINewpark Resources Inc$3.7M0.72%542,587CommonNONE
05380C102RCELAvita Medical Inc$3.6M0.70%249,192CommonNONE
607828100MODModine Manufacturing Co$3.6M0.70%79,449CommonNONE
G3730V105FTAIFTAI Aviation Ltd$3.6M0.70%102,027CommonNONE
020764106AMRAlpha Metallurgical Resources Inc$3.6M0.69%13,808CommonNONE
20854L108CEIXEURCONSOL Energy Inc$3.5M0.68%33,425CommonNONE
88162F105TTITETRA Technologies Inc$3.5M0.67%544,081CommonNONE
000899104ADMAADMA Biologics Inc$3.5M0.67%967,146CommonNONE
75960P104RELYRemitly Global Inc$3.4M0.66%136,039CommonNONE
675232102OIIOceaneering International Inc$3.4M0.66%133,068CommonNONE
447462102HURNHuron Consulting Group Inc$3.2M0.63%31,162CommonNONE
25381B101DMRCDigimarc Corp$3.2M0.61%97,592CommonNONE
002896207ANFAbercrombie & Fitch Co$3.1M0.60%55,559CommonNONE
03957W106AROCArchrock Inc$3.1M0.60%246,903CommonNONE
740444104PLPCPreformed Line Products Co$3.1M0.60%19,053CommonNONE
120076104BBWBuild-A-Bear Workshop Inc$3.1M0.59%104,115CommonNONE
68062P106OLMAOlema Pharmaceuticals Inc$3.0M0.58%243,290CommonNONE
402635502GPORGulfport Energy Corp$3.0M0.58%25,216CommonNONE
53216B104LFMDLifeMD Inc$3.0M0.57%476,528CommonNONE
893529107TRNSTranscat Inc$3.0M0.57%30,230CommonNONE
144285103CRSCarpenter Technology Corp$2.9M0.57%43,787CommonNONE
683344105ONTOOnto Innovation Inc$2.9M0.56%22,892CommonNONE
125141101CECOCECO Environmental Corp$2.9M0.56%182,042CommonNONE
22266M104COURCoursera Inc$2.9M0.56%154,627CommonNONE
854231107SXIStandex International Corp$2.9M0.55%19,608CommonNONE
50216C108LYTSLSI Industries Inc$2.8M0.55%179,276CommonNONE
830879102SKYWSkyWest Inc$2.8M0.54%67,177CommonNONE
92846Q107COCOVita Coco Co Inc/The$2.8M0.54%107,838CommonNONE
22663K107CRNXCrinetics Pharmaceuticals Inc$2.8M0.54%94,189CommonNONE
31188V100FSLYFastly Inc$2.8M0.54%145,733CommonNONE
14574X104TASTUSDCarrols Restaurant Group Inc$2.8M0.54%422,852CommonNONE
859241101STRLSterling Infrastructure Inc$2.8M0.53%37,680CommonNONE
14161W105CDLXCardlytics Inc$2.8M0.53%167,142CommonNONE
399473206GRPNGroupon Inc$2.7M0.53%178,940CommonNONE
G2143T103CMPRCimpress PLC$2.7M0.52%38,846CommonNONE
G23773107CWCOConsolidated Water Co Ltd$2.7M0.52%95,547CommonNONE
292671708UUUUEnergy Fuels Inc/Canada$2.7M0.52%329,498CommonNONE
74164F103PRIMPrimoris Services Corp$2.7M0.52%82,700CommonNONE
875465106SKTTanger Factory Outlet Centers Inc$2.7M0.52%118,544CommonNONE
00108J109ACMRACM Research Inc$2.7M0.51%147,188CommonNONE
74766Q101QTRXQuanterix Corp$2.7M0.51%97,677CommonNONE
38267D109GSHDGoosehead Insurance Inc$2.7M0.51%35,558CommonNONE
830940102SKWDWestaim Corp/The$2.6M0.51%96,431CommonNONE
29084Q100EMEEMCOR Group Inc$2.6M0.51%12,470CommonNONE
44925C103ICFIICF International Inc$2.6M0.51%21,690CommonNONE
88556E102TDUPThredUp Inc$2.6M0.51%652,869CommonNONE
25271C201DO1USDDiamond Offshore Drilling Inc$2.6M0.50%174,893CommonNONE
04930R107Atlas Energy Solutions Inc$2.6M0.49%115,112CommonNONE
55405W104MYRGMYR Group Inc$2.6M0.49%18,975CommonNONE
698884103PARPAR Technology Corp$2.6M0.49%66,273CommonNONE
G48833118WFRDWeatherford International PLC$2.5M0.49%27,911CommonNONE
44951W106IESCTontine Associates LLC$2.5M0.49%38,181CommonNONE
45253H101IMGNEURImmunoGen Inc$2.5M0.48%155,429CommonNONE
922417100VECOVeeco Instruments Inc$2.4M0.47%85,965CommonNONE
G3323L100FNFabrinet$2.4M0.46%14,441CommonNONE
254604101IRONDisc Medicine Inc$2.4M0.46%51,111CommonNONE
M96088105URGNUroGen Pharma Ltd$2.4M0.46%170,523CommonNONE
629209305NMIHNMI Holdings Inc$2.4M0.46%87,857CommonNONE
45166A102IDYAIdeaya Biosciences Inc$2.4M0.46%87,662CommonNONE
87583X109TNGXTango Therapeutics Inc$2.4M0.46%209,401CommonNONE
576853105MTRXMatrix Service Co$2.3M0.45%198,000CommonNONE
10806X102BBIOBridgebio Pharma Inc$2.3M0.45%88,167CommonNONE
56146T103MAMAMama's Creations Inc$2.3M0.45%528,944CommonNONE
68628V308ORNOrion Group Holdings Inc$2.3M0.44%430,127CommonNONE
98262P101WW6WW International Inc$2.3M0.44%207,212CommonNONE
916896103UECUranium Energy Corp$2.3M0.44%444,018CommonNONE
G1110E107BHVNBiohaven Ltd$2.3M0.44%87,552CommonNONE
03937C105ARCBArcBest Corp$2.3M0.44%22,369CommonNONE
15643U104LEUCentrus Energy Corp$2.2M0.43%39,371CommonNONE
442487401HOVHovnanian Enterprises Inc$2.2M0.43%21,920CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd$2.2M0.43%145,658CommonNONE
86366E106GPCRStructure Therapeutics Inc$2.2M0.43%43,978CommonNONE
03820C105AITApplied Industrial Technologies Inc$2.2M0.43%14,307CommonNONE
G5269C101Kiniksa Pharmaceuticals Ltd$2.2M0.42%124,438CommonNONE
600551204MLRMiller Industries Inc/TN$2.1M0.41%54,319CommonNONE
671044105OSISOSI Systems Inc$2.1M0.41%18,010CommonNONE
902673102UFPTUFP Technologies Inc$2.1M0.41%13,068CommonNONE
92537N108VRTVertiv Holdings Co$2.1M0.41%56,552CommonNONE
829073105SSDSimpson Manufacturing Co Inc$2.1M0.40%14,005CommonNONE
55405Y100MTSIMACOM Technology Solutions Holdings Inc$2.1M0.40%25,659CommonNONE
03831W108APPAppLovin Corp$2.1M0.40%52,340CommonNONE
G65431127NENoble Holding Corp PLC$2.1M0.40%41,098CommonNONE
88642R109TDWTidewater Inc$2.1M0.40%29,051CommonNONE
42226A107HQYHealthEquity Inc$2.0M0.39%27,998CommonNONE
054540208ACLSAxcelis Technologies Inc$2.0M0.39%12,506CommonNONE
46222L108IONQIonQ Inc$2.0M0.39%136,136CommonNONE
690742101OCOwens Corning$2.0M0.39%14,727CommonNONE
983793100XPOXPO Inc$2.0M0.39%26,831CommonNONE
234264109DAKTDaktronics Inc$2.0M0.38%223,333CommonNONE
218683100CMTCore Molding Technologies Inc$2.0M0.38%69,905CommonNONE
91688F104UPWKUpwork Inc$2.0M0.38%174,679CommonNONE
199908104FIXComfort Systems USA Inc$2.0M0.38%11,523CommonNONE
75282U104RNGRRanger Energy Holdings LLC$2.0M0.38%137,583CommonNONE
40609P105HNRGHallador Energy Co$1.9M0.37%132,844CommonNONE
42727J102HRTGHeritage Insurance Holdings Inc$1.9M0.37%294,574CommonNONE
05105P107AUGXAugmedix Inc$1.9M0.37%369,979CommonNONE
78413P101SMHISEACOR Marine Holdings Inc$1.9M0.37%137,133CommonNONE
313148306AGMFederal Agricultural Mortgage Corp$1.9M0.37%12,270CommonNONE
377322102GKOSGlaukos Corp$1.9M0.37%25,145CommonNONE
896288107TNETTriNet Group Inc$1.9M0.36%16,131CommonNONE
056525108BMIBadger Meter Inc$1.9M0.36%13,013CommonNONE
30041T104MRAMEverspin Technologies Inc$1.9M0.36%190,112CommonNONE
501147102KRYSKrystal Biotech Inc$1.9M0.36%16,091CommonNONE
03945R102ACHRArcher Aviation Inc$1.8M0.36%365,250CommonNONE
G87110105FTITechnipFMC PLC$1.8M0.36%90,500CommonNONE
457642205INODInnodata Inc$1.8M0.35%212,207CommonNONE
70202L102PSNParsons Corp$1.8M0.35%33,149CommonNONE
008073108AVAVAeroVironment Inc$1.8M0.35%16,150CommonNONE
86800U104SMCIUSDSuper Micro Computer Inc$1.8M0.35%6,556CommonNONE
G6700G107NVTnVent Electric PLC$1.8M0.35%33,795CommonNONE
350060109FSTRL B Foster Co$1.8M0.34%94,529CommonNONE
87427V103TALKTalkspace Inc$1.8M0.34%916,365CommonNONE
985817105YELPYelp Inc$1.8M0.34%42,948CommonNONE
903899102ULBIUltralife Corp$1.8M0.34%181,957CommonNONE
N14506104ESTCElastic NV$1.8M0.34%21,833CommonNONE
37364X109GEOSGeospace Technologies Corp$1.8M0.34%136,631CommonNONE
92335C106VRAVera Bradley Inc$1.8M0.34%266,289CommonNONE
74316X101PFIEEURProfire Energy Inc$1.8M0.34%630,252CommonNONE
533535100LINCLincoln Educational Services Corp$1.8M0.34%207,348CommonNONE
038169207APLDApplied Digital Corp$1.8M0.34%280,749CommonNONE
13057Q305CRCCalifornia Resources Corp$1.8M0.34%31,255CommonNONE
358054104FRSHFreshworks Inc$1.7M0.34%87,531CommonNONE
07831C103BRBRBellRing Brands Inc$1.7M0.33%42,013CommonNONE
67059N108NTNXNutanix Inc$1.7M0.33%49,179CommonNONE
665531307NOGNorthern Oil and Gas Inc$1.7M0.33%42,631CommonNONE
231561101CWCurtiss-Wright Corp$1.7M0.33%8,707CommonNONE
15118V207CELHCelsius Holdings Inc$1.7M0.33%9,827CommonNONE
69318G106PBFPBF Energy Inc$1.7M0.32%31,261CommonNONE
94724R108WEAVWeave Communications Inc$1.6M0.32%202,186CommonNONE
457669307INSMInsmed Inc$1.6M0.31%64,558CommonNONE
218352102CORTCorcept Therapeutics Inc$1.6M0.31%59,809CommonNONE
98585X104YETIYETI Holdings Inc$1.6M0.31%33,689CommonNONE
05605H100BWXTBWX Technologies Inc$1.6M0.31%21,622CommonNONE
497266106KEXKirby Corp$1.6M0.31%19,576CommonNONE
25787G100DFINDonnelley Financial Solutions Inc$1.6M0.31%28,609CommonNONE
038336103ATRAptarGroup Inc$1.6M0.31%12,715CommonNONE
03783C100APPFAppfolio Inc$1.6M0.30%8,644CommonNONE
418056107HASHasbro Inc$1.6M0.30%23,690CommonNONE
49714P108KNSLKinsale Capital Group Inc$1.6M0.30%3,771CommonNONE
H8817H100RIGTransocean Ltd$1.6M0.30%189,858CommonNONE
913915104UTIUniversal Technical Institute Inc$1.6M0.30%185,857CommonNONE
26856L103ELFelf Beauty Inc$1.5M0.30%14,047CommonNONE
91347P105OLEDUniversal Display Corp$1.5M0.30%9,800CommonNONE
62482R10707WAMr Cooper Group Inc$1.5M0.29%28,505CommonNONE
42330P107HLXHelix Energy Solutions Group Inc$1.5M0.29%135,484CommonNONE
46620W201JILLTowerBrook Capital Partners LP$1.5M0.29%50,862CommonNONE
206704108BBCPConcrete Pumping Holdings Inc$1.5M0.29%175,106CommonNONE
384556106GHMGraham Corp$1.5M0.29%90,162CommonNONE
00182C103ANIPANI Pharmaceuticals Inc$1.5M0.29%25,641CommonNONE
790148100JOESt Joe Co/The$1.5M0.29%27,237CommonNONE
927651109VIRCVirco Mfg. Corp$1.5M0.29%186,300CommonNONE
29259W700EUEncore Energy Corp$1.5M0.29%453,496CommonNONE
85208T107CXMSprinklr Inc$1.5M0.28%106,381CommonNONE
58506Q109MEDPMedpace Holdings Inc$1.5M0.28%6,036CommonNONE
71424F105PRPermian Resources Corp$1.5M0.28%104,481CommonNONE
63886Q109NGSNatural Gas Services Group Inc$1.5M0.28%99,669CommonNONE
74837P405QUIKQuickLogic Corp$1.4M0.28%167,485CommonNONE
69036R863OSG1EUROverseas Shipholding Group Inc$1.4M0.27%322,348CommonNONE
03940R107ARCH1USDArch Resources Inc$1.4M0.27%8,166CommonNONE
09739D100BCCBoise Cascade Co$1.4M0.27%13,501CommonNONE
84863T106SPOKSpok Holdings Inc$1.4M0.27%97,422CommonNONE
48563L101KRTKarat Packaging Inc$1.4M0.27%60,268CommonNONE
05637B105BLZEBackblaze Inc$1.4M0.27%252,561CommonNONE
126389105CSPICSP Inc$1.4M0.27%79,028CommonNONE
641288105NPCENeuroPace Inc$1.4M0.27%141,616CommonNONE
34385P108LABStandard BioTools Inc$1.4M0.27%473,982CommonNONE
030506109AMWDAmerican Woodmark Corp$1.4M0.26%18,124CommonNONE
22207T101BASECouchbase Inc$1.4M0.26%79,243CommonNONE
92557A101DSPGray Television Inc$1.4M0.26%241,772CommonNONE
531914109LWAYLifeway Foods Inc$1.4M0.26%130,849CommonNONE
00827B106AFRMAffirm Holdings Inc$1.3M0.26%63,407CommonNONE
759419104REKRRekor Systems Inc$1.3M0.26%478,062CommonNONE
29667J101ESQEsquire Financial Holdings Inc$1.3M0.26%29,073CommonNONE
462222100IONSIonis Pharmaceuticals Inc$1.3M0.26%29,262CommonNONE
925815102VICRVicor Corp$1.3M0.25%22,392CommonNONE
700215304TRAKPark City Group Inc$1.3M0.25%149,904CommonNONE
077454106BDCBelden Inc$1.3M0.25%13,242CommonNONE
670703107NUVLDeerfield Management Co LP$1.3M0.25%27,754CommonNONE
126402106CSWCSW Industrials Inc$1.3M0.24%7,160CommonNONE
656811106NOANorth American Construction Group Ltd$1.2M0.24%56,327CommonNONE
78473E103SPXCSPX Technologies Inc$1.2M0.23%14,958CommonNONE
77936F103Rover Group Inc$1.2M0.23%192,165CommonNONE
346232101FORDR Horton Inc$1.2M0.23%44,573CommonNONE
74346Y103PROPROS Holdings Inc$1.2M0.23%34,615CommonNONE
104674106BRCBrady Corp$1.2M0.23%21,778CommonNONE
61559X104MLTXMoonLake Immunotherapeutics$1.2M0.23%20,917CommonNONE
91688R108URGUr-Energy Inc$1.2M0.23%770,246CommonNONE
96924N100WLDNWilldan Group Inc$1.2M0.23%57,903CommonNONE
030111207AMSCAmerican Superconductor Corp$1.2M0.23%156,157CommonNONE
70932M107PFSIPennyMac Financial Services Inc$1.2M0.23%17,656CommonNONE
26969P108EXPEagle Materials Inc$1.2M0.23%7,053CommonNONE
M2197Q107CLBTSun Corp$1.2M0.23%153,109CommonNONE
358435105FRDFriedman Industries Inc$1.2M0.22%86,911CommonNONE
57638P104MBCMasterbrand Inc$1.2M0.22%95,404CommonNONE
36237H101GIIIG-III Apparel Group Ltd$1.2M0.22%46,504CommonNONE
50060P106KOPKoppers Holdings Inc$1.2M0.22%29,297CommonNONE
374689107ROCKGibraltar Industries Inc$1.2M0.22%17,150CommonNONE
60938K304Moneylion Inc$1.1M0.22%52,899CommonNONE
21044C107ROADSuntx Capital Management Corp$1.1M0.22%31,193CommonNONE
74624M102PPure Storage Inc$1.1M0.22%31,919CommonNONE
7495271071RGAmerican Industrial Partners LP$1.1M0.22%70,889CommonNONE
750917106RMBSRambus Inc$1.1M0.22%20,310CommonNONE
677864100ODCOil-Dri Corp of America$1.1M0.22%18,249CommonNONE
498894104KNFKnife River Corp$1.1M0.22%22,988CommonNONE
913837100Universal Stainless & Alloy Products Inc$1.1M0.22%85,233CommonNONE
248356107DNNDenison Mines Corp$1.1M0.22%677,015CommonNONE
44916K106HYPRHyperfine Inc$1.1M0.21%541,065CommonNONE
26210C104DBXDropbox Inc$1.1M0.21%40,639CommonNONE
243537107DECKDeckers Outdoor Corp$1.1M0.21%2,151CommonNONE
039653100ACAArcosa Inc$1.1M0.21%15,175CommonNONE
05969A105TBBKBancorp Inc/The$1.1M0.21%31,343CommonNONE
649445103NYCBEURNew York Community Bancorp Inc$1.1M0.21%95,195CommonNONE
25609L105DCBODocebo Inc$1.1M0.21%26,401CommonNONE
910710102ACICAmerican Coastal Insurance Corp$1.1M0.21%145,616CommonNONE
077347300BELFBBel Fuse Inc$1.1M0.21%22,448CommonNONE
29772L108ETONEton Pharmaceuticals Inc$1.1M0.21%256,623CommonNONE
51509P103LSEALandsea Group Co Ltd$1.1M0.21%118,351CommonNONE
877619106TSHATaysha Gene Therapies Inc$1.1M0.20%335,390CommonNONE
553498106MSAMSA Safety Inc$1.1M0.20%6,704CommonNONE
93627C101HCCWarrior Met Coal Inc$1.1M0.20%20,645CommonNONE
877163105TAYDTaylor Devices Inc$1.0M0.20%49,099CommonNONE
36472T109TDAYGannett Co Inc$1.0M0.20%426,024CommonNONE
88339P101REALRealReal Inc/The$1.0M0.20%494,276CommonNONE
G7T16G103S3PSapiens International Corp NV$1.0M0.20%36,648CommonNONE
42727E103HGBLHeritage Global Inc$1.0M0.20%333,504CommonNONE
50077B207KTOSKratos Defense & Security Solutions Inc$1.0M0.20%68,967CommonNONE
49428J109KEKimball Electronics Inc$1.0M0.20%37,599CommonNONE
401617105GU9Guess Inc$1.0M0.20%46,939CommonNONE
69888T207PARRPar Pacific Holdings Inc$1.0M0.20%28,128CommonNONE
368678108GENCGencor Industries Inc$998,1290.19%70,639CommonNONE
782011100RSIRush Street Interactive Inc$997,1950.19%215,843CommonNONE
65290E101NXTNEXTracker Inc$980,8680.19%24,424CommonNONE
03828A101APLTApplied Therapeutics Inc$975,0720.19%391,595CommonNONE
03168L105AMRXAmneal Pharmaceuticals Inc$971,7440.19%230,271CommonNONE
92827K301VTSIVirTra Inc$937,8080.18%168,066CommonNONE
053604104AVPTAvePoint Inc$913,2610.18%135,902CommonNONE
46266A109IRMDiRadimed Corp$908,5200.18%20,476CommonNONE
67103X102OFGOFG Bancorp$906,6390.17%30,363CommonNONE
233377407DXPEDXP Enterprises Inc/TX$892,8920.17%25,555CommonNONE
224633206CRD/ACrawford & Co$891,2510.17%95,423CommonNONE
723836300PPSIProvident Pioneer Partners LP$890,1660.17%142,199CommonNONE
44934S206ICADUSDiCAD Inc$886,7130.17%420,243CommonNONE
55826T102SPHRSphere Entertainment Co$884,9280.17%23,814CommonNONE
92243G108PCVXVaxcyte Inc$881,3930.17%17,289CommonNONE
096308101BBX1USDBluegreen Vacations Holding Corp$867,9220.17%23,662CommonNONE
12674W109CABACabaletta Bio Inc$839,4740.16%55,156CommonNONE
313855108FSSFederal Signal Corp$826,2450.16%13,833CommonNONE
88822Q103TIPTTiptree Inc$815,1560.16%48,637CommonNONE
22284P105CVLGCovenant Logistics Group Inc$790,3520.15%18,024CommonNONE
G7997W102SDRLSeadrill Ltd$734,2420.14%16,393CommonNONE
26154D100DFHDream Finders Homes Inc$719,7180.14%32,376CommonNONE
30049H102EVLVEvolv Technologies Holdings Inc$657,5340.13%135,295CommonNONE
Y2294C107Eneti Inc$633,2560.12%62,823CommonNONE
09203E105BDTXBlack Diamond Therapeutics Inc$595,3180.11%207,428CommonNONE
25253X207DMACDiaMedica Therapeutics Inc$548,2810.11%212,512CommonNONE
21985R105LuxUrban Hotels Inc$536,7290.10%115,178CommonNONE
53814X102LIVXEURLiveOne Inc$132,6750.03%138,752CommonNONE
583928106MFINMedallion Financial Corp$125,3980.02%17,863CommonNONE

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.