Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Informed Momentum Co LLC

Q4 2023 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2024-02-14 · accession 0001104659-24-022487

$563.7M
Reported value
232
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3323L100FNFabrinet$5.7M1.00%29,756CommonNONE
35953C106FIPFTAI Aviation Ltd$5.4M0.96%267,139CommonSOLE
829073105SSDSimpson Manufacturing Co Inc$5.2M0.93%26,424CommonNONE
03820C105AITApplied Industrial Technologies Inc$5.1M0.90%29,474CommonNONE
00187Y100APGAPI Group Corp$5.0M0.88%144,174CommonNONE
55405Y100MTSIMACOM Technology Solutions Holdings Inc$4.9M0.87%52,869CommonNONE
23257D103CBAYUSDCymabay Therapeutics Inc$4.9M0.87%207,152CommonNONE
67059N108NTNXNutanix Inc$4.8M0.86%101,293CommonNONE
74758T303QLYSQualys Inc$4.8M0.86%24,581CommonNONE
46116X101ITCIEURIntra-Cellular Therapies Inc$4.8M0.85%67,143CommonNONE
683344105ONTOOnto Innovation Inc$4.8M0.85%31,377CommonNONE
750917106RMBSRambus Inc$4.8M0.85%70,088CommonNONE
922280102VRNSVaronis Systems Inc$4.8M0.84%105,148CommonNONE
45258J102IMVTRoivant Sciences Ltd$4.7M0.83%110,929CommonNONE
52661A108DRSLeonardo SpA$4.6M0.81%240,176CommonNONE
126638105CVRXCVRx Inc$4.4M0.79%140,768CommonNONE
53216B104LFMDLifeMD Inc$4.4M0.78%533,212CommonNONE
45765U103NSITInsight Enterprises Inc$4.4M0.78%24,672CommonNONE
78349D107RXSTRxSight Inc$4.3M0.77%107,310CommonNONE
07831C103BRBRBellRing Brands Inc$4.2M0.75%76,486CommonNONE
985817105YELPYelp Inc$4.2M0.74%88,527CommonNONE
088929104BGCBGC Group Inc$4.2M0.74%576,310CommonNONE
457669307INSMInsmed Inc$4.1M0.73%132,979CommonNONE
45780R101IBPInstalled Building Products Inc$4.1M0.73%22,538CommonNONE
199908104FIXComfort Systems USA Inc$4.1M0.73%19,939CommonNONE
125141101CECOCECO Environmental Corp$4.1M0.73%201,905CommonNONE
40416E103HCIHCI Group Inc$4.1M0.72%46,679CommonNONE
09627Y1092655787DBlueprint Medicines Corp$4.1M0.72%44,149CommonNONE
G85158106STNEStoneCo Ltd$4.1M0.72%225,844CommonNONE
26603R106DUOLNewView Capital Management LLC$4.1M0.72%17,925CommonNONE
09227Q100BLKBBlackbaud Inc$4.1M0.72%46,855CommonNONE
92537N108VRTVertiv Holdings Co$4.1M0.72%84,565CommonNONE
983793100XPOXPO Inc$4.0M0.72%46,025CommonNONE
23204G100CUBICustomers Bancorp Inc$4.0M0.71%69,864CommonNONE
875465106SKTTanger Inc$4.0M0.71%144,782CommonNONE
86800U104SMCIUSDSuper Micro Computer Inc$4.0M0.71%14,023CommonNONE
74736L109QTWOQ2 Holdings Inc$4.0M0.70%91,347CommonNONE
23282W605CYTKCytokinetics Inc$3.9M0.70%47,205CommonNONE
G1110E107BHVNBiohaven Ltd$3.9M0.70%91,851CommonNONE
45674M101INFA1EURInformatica Inc$3.9M0.68%135,965CommonNONE
03957W106AROCArchrock Inc$3.8M0.68%249,991CommonNONE
45166A102IDYAIdeaya Biosciences Inc$3.8M0.68%108,110CommonNONE
45867G101IDCCInterDigital Inc$3.8M0.68%35,423CommonNONE
70202L102PSNParsons Corp$3.8M0.68%61,297CommonNONE
62482R10707WAMr Cooper Group Inc$3.8M0.68%58,742CommonNONE
889478103TOLToll Brothers Inc$3.8M0.68%37,167CommonNONE
58506Q109MEDPMedpace Holdings Inc$3.8M0.68%12,428CommonNONE
25787G100DFINDonnelley Financial Solutions Inc$3.8M0.67%60,573CommonNONE
224408104CRCrane Co$3.8M0.67%31,954CommonNONE
149568107CVCOCavco Industries Inc$3.8M0.67%10,883CommonNONE
834203309SLNOVivo Capital LLC$3.8M0.67%93,425CommonNONE
22663K107CRNXCrinetics Pharmaceuticals Inc$3.7M0.66%105,005CommonNONE
53803X105LOBLive Oak Bancshares Inc$3.7M0.66%81,832CommonNONE
65290E101NXTNEXTracker Inc$3.7M0.66%79,302CommonNONE
670703107NUVLDeerfield Management Co LP$3.7M0.66%50,180CommonNONE
377322102GKOSGlaukos Corp$3.7M0.65%46,328CommonNONE
09739D100BCCBoise Cascade Co$3.7M0.65%28,443CommonNONE
58844R108MBINMerchants Bancorp/IN$3.7M0.65%86,232CommonNONE
70932M107PFSIPennyMac Financial Services Inc$3.7M0.65%41,504CommonNONE
36251C103GMS1EURGMS Inc$3.7M0.65%44,436CommonNONE
10576N102BRZEBraze Inc$3.7M0.65%68,722CommonNONE
21044C107ROADSuntx Capital Management Corp$3.6M0.64%83,359CommonNONE
75134P600METCYorktown Partners LLC$3.6M0.64%210,967CommonNONE
21874C102CNMClayton Dubilier & Rice LLC$3.6M0.64%89,657CommonNONE
50155Q100KDKyndryl Holdings Inc$3.6M0.64%174,168CommonNONE
29977A105EVREvercore Inc$3.6M0.64%21,134CommonNONE
03940C100ACLXGBXArcellx Inc$3.6M0.64%65,052CommonNONE
00827B106AFRMAffirm Holdings Inc$3.6M0.64%73,164CommonNONE
703343103PATKPatrick Industries Inc$3.6M0.64%35,719CommonNONE
57686G105MATXMatson Inc$3.6M0.64%32,676CommonNONE
36237H101GIIIG-III Apparel Group Ltd$3.6M0.63%104,661CommonNONE
29605J106ESABEsab Corp$3.5M0.63%40,850CommonNONE
552848103MTGMGIC Investment Corp$3.5M0.63%183,043CommonNONE
48666K109KBHKB Home$3.5M0.63%56,492CommonNONE
177835105CHCOCity Holding Co$3.5M0.62%31,750CommonNONE
441593100HLIHoulihan Lokey Inc$3.5M0.62%29,087CommonNONE
83417Q2040OIASolarWinds Corp$3.5M0.62%279,236CommonNONE
830566105SKAASkechers USA Inc$3.5M0.62%55,692CommonNONE
01644J108ALKTAlkami Technology Inc$3.5M0.62%143,148CommonNONE
M6191J100FROGJFrog Ltd$3.5M0.61%100,079CommonNONE
974155103WINGRoark Capital Group Inc$3.4M0.61%13,363CommonNONE
444144109HDSNHudson Technologies Inc$3.4M0.61%253,630CommonNONE
10806X102BBIOBridgebio Pharma Inc$3.4M0.61%84,679CommonNONE
81730H109SSentinelOne Inc$3.4M0.60%123,680CommonNONE
615394202MOG/AMoog Inc$3.4M0.60%23,411CommonNONE
739128106POWLPowell Industries Inc$3.4M0.60%38,293CommonNONE
002896207ANFAbercrombie & Fitch Co$3.4M0.60%38,271CommonNONE
93148P102WDWalker & Dunlop Inc$3.4M0.60%30,300CommonNONE
92538J106VERXVertex Inc$3.4M0.60%124,781CommonNONE
231561101CWCurtiss-Wright Corp$3.3M0.59%15,032CommonNONE
53815P108RAMPLiveRamp Holdings Inc$3.3M0.59%87,960CommonNONE
554382101MACMacerich Co/The$3.3M0.59%214,293CommonNONE
750491102RDNTRadNet Inc$3.3M0.58%94,456CommonNONE
18452B209CLSKCleanspark Inc$3.3M0.58%295,925CommonNONE
86333M108LRNStride Inc$3.2M0.57%54,585CommonNONE
607828100MODModine Manufacturing Co$3.2M0.57%53,952CommonNONE
00737L103CVSAAdtalem Global Education Inc$3.2M0.57%54,591CommonNONE
68062P106OLMAOlema Pharmaceuticals Inc$3.2M0.57%228,139CommonNONE
830940102SKWDWestaim Corp/The$3.2M0.57%94,386CommonNONE
30233G209EYPTEyePoint Pharmaceuticals Inc$3.2M0.57%138,310CommonNONE
808625107SAICScience Applications International Corp$3.2M0.56%25,611CommonNONE
112463104BKDBrookdale Senior Living Inc$3.2M0.56%546,727CommonNONE
04523Y105ASPNAspen Aerogels Inc$3.2M0.56%201,498CommonNONE
00847J105AGYSAgilysys Inc$3.2M0.56%37,393CommonNONE
92686J106VKTXViking Therapeutics Inc$3.1M0.56%169,037CommonNONE
N14506104ESTCElastic NV$3.1M0.56%27,795CommonNONE
55305B101MHOM/I Homes Inc$3.1M0.55%22,708CommonNONE
M2029K104BIRKBK LC Lux MidCo Sarl$3.1M0.55%63,873CommonNONE
78473E103SPXCSPX Technologies Inc$3.1M0.55%30,802CommonNONE
02083G100NVLSEURAlpine Immune Sciences Inc$3.1M0.55%162,685CommonNONE
398433102GFFGriffon Corp$3.1M0.55%50,593CommonNONE
254604101IRONDisc Medicine Inc$3.1M0.54%52,895CommonNONE
88362T103THRThermon Group Holdings Inc$3.0M0.54%93,545CommonNONE
21871N101CXWCoreCivic Inc$3.0M0.54%209,371CommonNONE
38526M106LOPEGrand Canyon Education Inc$3.0M0.53%22,837CommonNONE
G8068L108SNJS Global Lifestyle Co Ltd$3.0M0.53%58,927CommonNONE
364760108GAPGap Inc/The$3.0M0.53%142,304CommonNONE
053604104AVPTAvePoint Inc$3.0M0.53%361,874CommonNONE
85208M102SFMSprouts Farmers Market Inc$2.9M0.52%60,658CommonNONE
80874P109LNWOLight & Wonder Inc$2.9M0.51%34,895CommonNONE
313148306AGMFederal Agricultural Mortgage Corp$2.8M0.50%14,638CommonNONE
80706P103SRRKScholar Rock Holding Corp$2.7M0.48%142,793CommonNONE
144285103CRSCarpenter Technology Corp$2.7M0.47%37,770CommonNONE
G6700G107NVTnVent Electric PLC$2.7M0.47%44,971CommonNONE
91347P105OLEDUniversal Display Corp$2.6M0.47%13,819CommonNONE
50077B207KTOSKratos Defense & Security Solutions Inc$2.6M0.46%127,850CommonNONE
44951W106IESCTontine Associates LLC$2.6M0.45%32,304CommonNONE
02553E106AEOAmerican Eagle Outfitters Inc$2.5M0.44%116,847CommonNONE
15643U104LEUCentrus Energy Corp$2.5M0.44%45,331CommonNONE
916896103UECUranium Energy Corp$2.4M0.43%379,259CommonNONE
G2143T103CMPRCimpress PLC$2.4M0.43%30,163CommonNONE
402635502GPORGulfport Energy Corp$2.4M0.43%18,088CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd$2.4M0.43%123,255CommonNONE
020764106AMRAlpha Metallurgical Resources Inc$2.4M0.42%7,049CommonNONE
81686C104628SEMrush Holdings Inc$1.8M0.32%131,531CommonNONE
15101Q108CLSEURCelestica Inc$1.4M0.24%46,719CommonNONE
M20791105CAMTCamtek Ltd/Israel$1.3M0.24%19,095CommonNONE
248356107DNNDenison Mines Corp$1.3M0.23%731,152CommonNONE
874080104TALTAL Education Group$1.3M0.22%99,560CommonNONE
M98068105WIXWix.com Ltd$1.3M0.22%10,190CommonNONE
85472N109STNStantec Inc$1.2M0.22%15,417CommonNONE
M2682V108CYBRCyberArk Software Ltd$1.2M0.21%5,425CommonNONE
65340P106NXENexGen Energy Ltd$1.1M0.20%163,001CommonNONE
53263P105LMBLimbach Holdings Inc$1.1M0.20%24,412CommonSOLE
74837P405QUIKQuickLogic Corp$1.1M0.19%78,207CommonSOLE
G23773107CWCOConsolidated Water Co Ltd$1.1M0.19%29,506CommonSOLE
68386H103OPFIOppFi Inc$1.0M0.18%200,800CommonSOLE
56146T103MAMAMama's Creations Inc$1.0M0.18%205,845CommonSOLE
011532108AGIAlamos Gold Inc$1.0M0.18%74,535CommonNONE
21985R105LuxUrban Hotels Inc$975,8080.17%163,452CommonSOLE
533535100LINCLincoln Educational Services Corp$972,4240.17%96,855CommonSOLE
700666100PKOHPark-Ohio Holdings Corp$938,1540.17%34,798CommonSOLE
913915104UTIUniversal Technical Institute Inc$938,1360.17%74,931CommonSOLE
749360400RCMTRCM Technologies Inc$923,0940.16%31,787CommonSOLE
55380K109MPTIM-Tron Industries Inc$906,6020.16%25,395CommonSOLE
600551204MLRMiller Industries Inc/TN$893,7570.16%21,134CommonSOLE
910710102ACICAmerican Coastal Insurance Corp$867,2550.15%91,676CommonSOLE
98888T107ZIMVZimmer Biomet Holdings Inc$860,4670.15%48,477CommonSOLE
87427V103TALKTalkspace Inc$844,7660.15%332,585CommonSOLE
G6891L105PANLPangaea Logistics Solutions Ltd$841,1230.15%102,078CommonSOLE
47012E403JAKKJAKKS Pacific Inc$840,2950.15%23,637CommonSOLE
29103W104EEXOnex Corp$835,9920.15%139,798CommonSOLE
664121100NECBNortheast Community Bancorp Inc$826,6130.15%46,596CommonSOLE
629337106NNBRNN Inc$824,9000.15%206,225CommonSOLE
66405S100NBNNortheast Bank$819,1300.15%14,842CommonSOLE
29271Q103ESOAEnergy Services of America Corp$813,7050.14%136,071CommonSOLE
966084204WSRWhitestone REIT$812,0370.14%66,073CommonSOLE
516548203LTRXLantronix Inc$799,2450.14%136,390CommonSOLE
913837100Universal Stainless & Alloy Products Inc$799,2440.14%39,803CommonSOLE
51509P103LSEALandsea Group Co Ltd$794,4970.14%60,464CommonSOLE
30041R108EVERLink Ventures LLLP$791,2920.14%64,648CommonSOLE
03823U102AAOIApplied Optoelectronics Inc$786,7680.14%40,723CommonSOLE
92262D101VELSnow Phipps Group LLC$783,1140.14%45,477CommonSOLE
350060109FSTRL B Foster Co$776,3350.14%35,304CommonSOLE
92827K301VTSIVirTra Inc$772,6860.14%81,593CommonSOLE
40701T104HBBHamilton Beach Brands Holding Co$771,1170.14%44,089CommonSOLE
69036R863OSG1EUROverseas Shipholding Group Inc$769,0560.14%145,931CommonSOLE
73754Y100PTBPotbelly Corp$767,9020.14%73,695CommonSOLE
81684M104SMLRSemler Scientific Inc$758,2010.13%17,119CommonSOLE
63888U108NGVCNatural Grocers by Vitamin Cottage Inc$758,0800.13%47,380CommonSOLE
224633206CRD/ACrawford & Co$755,6750.13%57,335CommonSOLE
532746104LMNRLimoneira Co$753,3250.13%36,516CommonSOLE
09352U108BLNDBlend Labs Inc$751,6230.13%294,754CommonSOLE
687380105ORRFOrrstown Financial Services Inc$745,7900.13%25,281CommonSOLE
89785L1075TCTrueCar Inc$743,9450.13%215,013CommonSOLE
05105P107AUGXAugmedix Inc$741,2180.13%126,704CommonSOLE
927651109VIRCVirco Mfg. Corp$738,7620.13%61,410CommonSOLE
31447P100FENCFennec Pharmaceuticals Inc$738,2200.13%65,795CommonSOLE
319390100FBIZFirst Business Financial Services Inc$732,7870.13%18,274CommonSOLE
60938K304Moneylion Inc$730,5890.13%11,654CommonSOLE
52603B107TREELendingTree Inc$728,0440.13%24,012CommonSOLE
12466Q104CFFIC&F Financial Corp$721,1090.13%10,575CommonSOLE
666762109NRIMNorthrim BanCorp Inc$716,1550.13%12,518CommonSOLE
45258H106IMMXImmix Biopharma Inc$710,4140.13%102,661CommonSOLE
05637B105BLZEBackblaze Inc$706,3100.13%93,058CommonSOLE
000868109ACNBACNB Corp$705,7760.13%15,768CommonSOLE
700215304TRAKReposiTrak Inc$700,9600.12%70,026CommonSOLE
34629L103Forge Global Holdings Inc$692,0950.12%201,777CommonSOLE
641288105NPCENeuroPace Inc$681,9140.12%66,141CommonSOLE
531914109LWAYLifeway Foods Inc$664,2240.12%49,532CommonSOLE
030111207AMSCAmerican Superconductor Corp$663,2530.12%59,538CommonSOLE
G1144A105BTBTBit Digital Inc$659,6980.12%155,957CommonSOLE
87184Q206SYRSSyros Pharmaceuticals Inc$654,3760.12%84,002CommonSOLE
14574X104TASTUSDCarrols Restaurant Group Inc$650,7070.12%82,577CommonSOLE
602496101MDXGMiMedx Group Inc$644,6210.11%73,503CommonSOLE
89157D105TRMLTourmaline Bio Inc$643,6350.11%24,585CommonSOLE
02155H200ALTAltimmune Inc$638,0550.11%56,716CommonSOLE
48115J109DERMFortress Biotech Inc$636,5320.11%110,509CommonSOLE
62857J201MYOMyomo Inc$632,3120.11%126,210CommonSOLE
29259W700EUEncore Energy Corp$628,3950.11%159,897CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$625,0000.11%233,209CommonSOLE
87978U108OVASUSDTempest Therapeutics Inc$617,3200.11%140,300CommonSOLE
03828A101APLTApplied Therapeutics Inc$612,6150.11%182,870CommonSOLE
92557A101DSPGray Television Inc$601,4350.11%87,291CommonSOLE
358010106FEIMFrequency Electronics Inc$600,2900.11%54,821CommonSOLE
384556106GHMGraham Corp$596,8720.11%31,464CommonSOLE
37364X109GEOSGeospace Technologies Corp$590,7820.10%45,585CommonSOLE
42727J102HRTGHeritage Insurance Holdings Inc$581,9880.10%89,262CommonSOLE
226552107CXDOCrexendo Inc$580,3270.10%119,655CommonSOLE
31813A109FINWFinwise Bancorp$571,3120.10%39,924CommonSOLE
82024L103STTKShattuck Labs Inc$562,2720.10%78,860CommonSOLE
87969B101TLSTelos Corp$558,1840.10%152,927CommonSOLE
92335C106VRAVera Bradley Inc$550,4650.10%71,489CommonSOLE
84863T106SPOKSpok Holdings Inc$531,1030.09%34,309CommonSOLE
29667J101ESQEsquire Financial Holdings Inc$515,3370.09%10,315CommonSOLE
25381B101DMRCDigimarc Corp$514,8540.09%14,254CommonSOLE
81749D107SERASera Prognostics Inc$511,8700.09%85,597CommonSOLE
296056104ESCAEscalade Inc$506,8710.09%25,230CommonSOLE
372284208GNEGenie Energy Ltd$493,9070.09%17,558CommonSOLE
00289Y206ABEOAbeona Therapeutics Inc$490,0230.09%97,809CommonSOLE
368678108GENCGencor Industries Inc$462,5560.08%28,659CommonSOLE
48208F105Safety Shot Inc$429,6280.08%122,401CommonSOLE

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.