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Informed Momentum Co LLC

Q1 2024 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2024-05-13 · accession 0001104659-24-060451

$641.7M
Reported value
231
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
86800U104SMCIUSDSuper Micro Computer Inc$16.1M2.50%15,902CommonNONE
35953C106FIPFTAI Aviation Ltd$7.4M1.15%283,550CommonSOLE
92686J106VKTXViking Therapeutics Inc$6.0M0.93%73,063CommonNONE
03820C105AITApplied Industrial Technologies Inc$5.9M0.92%29,927CommonNONE
65290E101NXTNEXTracker Inc$5.8M0.90%102,940CommonNONE
199908104FIXComfort Systems USA Inc$5.8M0.90%18,129CommonNONE
000360206AAONAAON Inc$5.5M0.86%62,621CommonNONE
52661A108DRSLeonardo SpA$5.4M0.83%234,278CommonNONE
87043Q108SGSweetgreen Inc$5.3M0.82%208,348CommonNONE
267475101DYDycom Industries Inc$5.1M0.79%35,214CommonNONE
78377T107RHPRyman Hospitality Properties Inc$5.0M0.78%43,500CommonNONE
45780R101IBPInstalled Building Products Inc$5.0M0.78%19,327CommonNONE
22663K107CRNXCrinetics Pharmaceuticals Inc$5.0M0.78%106,614CommonNONE
78349D107RXSTRxSight Inc$5.0M0.77%96,051CommonNONE
74736L109QTWOQ2 Holdings Inc$4.9M0.76%92,749CommonNONE
80874P109LNWOLight & Wonder Inc$4.9M0.76%47,535CommonNONE
204166102CVLTCommVault Systems Inc$4.8M0.75%47,754CommonNONE
45674M101INFA1EURInformatica Inc$4.8M0.75%138,058CommonNONE
859241101STRLSterling Infrastructure Inc$4.7M0.74%43,049CommonNONE
829073105SSDSimpson Manufacturing Co Inc$4.7M0.74%23,115CommonNONE
683344105ONTOOnto Innovation Inc$4.7M0.73%26,017CommonNONE
501147102KRYSKrystal Biotech Inc$4.7M0.73%26,435CommonNONE
62482R10707WAMr Cooper Group Inc$4.6M0.72%59,644CommonNONE
433000106HIMSHims & Hers Health Inc$4.6M0.72%299,712CommonNONE
03940C100ACLXGBXArcellx Inc$4.6M0.72%66,052CommonNONE
29605J106ESABEsab Corp$4.6M0.71%41,479CommonNONE
26969P108EXPEagle Materials Inc$4.6M0.71%16,863CommonNONE
88642R109TDWTidewater Inc$4.6M0.71%49,664CommonNONE
M6191J100FROGJFrog Ltd$4.5M0.70%101,617CommonNONE
70202L102PSNParsons Corp$4.5M0.70%54,051CommonNONE
880345103TNCTennant Co$4.5M0.70%36,759CommonNONE
902673102UFPTUFP Technologies Inc$4.5M0.70%17,713CommonNONE
404030108HEESEURH&E Equipment Services Inc$4.4M0.69%69,332CommonNONE
55087P104LYFTLyft Inc$4.4M0.69%228,898CommonNONE
149568107CVCOCavco Industries Inc$4.4M0.69%11,050CommonNONE
36251C103GMS1EURGMS Inc$4.4M0.68%45,117CommonNONE
92346J108VCELVericel Corp$4.3M0.68%83,527CommonNONE
01973R101ALSNAllison Transmission Holdings Inc$4.3M0.68%53,504CommonNONE
703343103PATKPatrick Industries Inc$4.3M0.68%36,268CommonNONE
88033G407THCTenet Healthcare Corp$4.3M0.67%41,185CommonNONE
148929102CAVACava Group Inc$4.3M0.67%61,236CommonNONE
92537N108VRTVertiv Holdings Co$4.3M0.67%52,506CommonNONE
928881101VNTVontier Corp$4.3M0.67%94,452CommonNONE
21874C102CNMClayton Dubilier & Rice LLC$4.3M0.66%74,486CommonNONE
889478103TOLToll Brothers Inc$4.2M0.66%32,829CommonNONE
55306N104MKSIMKS Instruments Inc$4.2M0.66%31,860CommonNONE
008073108AVAVAeroVironment Inc$4.2M0.66%27,622CommonNONE
53216B104LFMDLifeMD Inc$4.2M0.66%411,610CommonNONE
882681109TXRHTexas Roadhouse Inc$4.2M0.66%27,266CommonNONE
26818M108DYNDyne Therapeutics Inc$4.2M0.65%147,968CommonNONE
03783C100APPFAppfolio Inc$4.2M0.65%16,959CommonNONE
67059N108NTNXNutanix Inc$4.2M0.65%67,592CommonNONE
7495271071RGAmerican Industrial Partners LP$4.2M0.65%188,054CommonNONE
00187Y100APGAPI Group Corp$4.1M0.64%105,265CommonNONE
29977A105EVREvercore Inc$4.1M0.64%21,457CommonNONE
000899104ADMAADMA Biologics Inc$4.1M0.64%622,086CommonNONE
92047W101VVVValvoline Inc$4.1M0.64%92,036CommonNONE
358039105FRPTFreshpet Inc$4.1M0.64%35,337CommonNONE
05605H100BWXTBWX Technologies Inc$4.1M0.64%39,869CommonNONE
00508Y102AYIAcuity Brands Inc$4.1M0.64%15,199CommonNONE
04247X102AWIArmstrong World Industries Inc$4.1M0.64%32,820CommonNONE
364760108GAPGap Inc/The$4.1M0.64%147,972CommonNONE
05478C105AZEKAZEK Co Inc/The$4.1M0.63%81,064CommonNONE
48666K109KBHKB Home$4.1M0.63%57,360CommonNONE
737446104POSTPost Holdings Inc$4.0M0.63%38,095CommonNONE
751212101RLRalph Lauren Corp$4.0M0.63%21,504CommonNONE
589400100MCYMercury General Corp$4.0M0.63%78,118CommonNONE
693656100PVHPVH Corp$4.0M0.63%28,629CommonNONE
03957W106AROCArchrock Inc$4.0M0.62%203,400CommonNONE
40416E103HCIHCI Group Inc$4.0M0.62%34,374CommonNONE
07831C103BRBRBellRing Brands Inc$4.0M0.62%67,463CommonNONE
74112D101PBHPrestige Consumer Healthcare Inc$4.0M0.62%54,458CommonNONE
125141101CECOCECO Environmental Corp$3.9M0.62%171,481CommonNONE
922417100VECOVeeco Instruments Inc$3.9M0.61%112,136CommonNONE
231561101CWCurtiss-Wright Corp$3.9M0.61%15,259CommonNONE
974155103WINGRoark Capital Group Inc$3.9M0.60%10,587CommonNONE
G0585R106AGOAssured Guaranty Ltd$3.9M0.60%44,313CommonNONE
552690109MDUMDU Resources Group Inc$3.9M0.60%152,884CommonNONE
78473E103SPXCSPX Technologies Inc$3.9M0.60%31,276CommonNONE
129500104CALCaleres Inc$3.8M0.60%93,804CommonNONE
50155Q100KDKyndryl Holdings Inc$3.8M0.60%176,848CommonNONE
615394202MOG/AMoog Inc$3.8M0.59%23,772CommonNONE
36162J106GEOGEO Group Inc/The$3.8M0.59%267,917CommonNONE
497266106KEXKirby Corp$3.8M0.59%39,633CommonNONE
651587107NEUNewMarket Corp$3.7M0.58%5,905CommonNONE
002474104AZZAZZ Inc$3.7M0.58%48,308CommonNONE
21044C107ROADSuntx Capital Management Corp$3.7M0.57%65,474CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd$3.7M0.57%173,387CommonNONE
22207T101BASECouchbase Inc$3.7M0.57%139,261CommonNONE
45166A102IDYAIdeaya Biosciences Inc$3.7M0.57%83,484CommonNONE
03770N101APGEApogee Therapeutics Inc$3.7M0.57%55,113CommonNONE
87650L103TARSTarsus Pharmaceuticals Inc$3.7M0.57%100,658CommonNONE
G8068L108SNJS Global Lifestyle Co Ltd$3.6M0.57%58,219CommonNONE
705573103PEGAPegasystems Inc$3.6M0.56%56,038CommonNONE
74467Q103PUBMPubMatic Inc$3.6M0.56%152,049CommonNONE
04523Y105ASPNAspen Aerogels Inc$3.6M0.56%204,448CommonNONE
50012A108KGSKodiak Gas Services Inc$3.6M0.56%131,110CommonNONE
44951W106IESCTontine Associates LLC$3.5M0.55%29,174CommonNONE
60938K304Moneylion Inc$3.5M0.55%49,634CommonNONE
G87110105FTITechnipFMC PLC$3.5M0.54%139,186CommonNONE
750491102RDNTRadNet Inc$3.5M0.54%71,617CommonNONE
377322102GKOSGlaukos Corp$3.5M0.54%36,868CommonNONE
70439P108PAYPaymentus Holdings Inc$3.5M0.54%151,790CommonNONE
G6700G107NVTnVent Electric PLC$3.4M0.54%45,677CommonNONE
002896207ANFAbercrombie & Fitch Co$3.4M0.53%27,234CommonNONE
54300N103Longboard Pharmaceuticals Inc$3.4M0.53%156,565CommonNONE
58506Q109MEDPMedpace Holdings Inc$3.4M0.53%8,341CommonNONE
53635D202LQDALiquidia Corp$3.4M0.53%228,514CommonNONE
739128106POWLPowell Industries Inc$3.3M0.52%23,485CommonNONE
630402105NSSCNapco Security Technologies Inc$3.3M0.51%81,753CommonNONE
398433102GFFGriffon Corp$3.2M0.50%44,103CommonNONE
G1110E107BHVNBiohaven Ltd$3.2M0.50%58,364CommonNONE
462260100IOVAIovance Biotherapeutics Inc$3.2M0.49%213,336CommonNONE
45257U108IMNMImmunome Inc$3.2M0.49%127,980CommonNONE
607828100MODModine Manufacturing Co$3.1M0.49%32,759CommonNONE
19459J104COLLCollegium Pharmaceutical Inc$3.1M0.48%79,949CommonNONE
35104E100FDMT4D Molecular Therapeutics Inc$3.1M0.48%96,225CommonNONE
Y7542C130STNGScorpio Tankers Inc$3.0M0.47%41,868CommonNONE
92243G108PCVXVaxcyte Inc$3.0M0.47%43,732CommonNONE
02083G100NVLSEURAlpine Immune Sciences Inc$3.0M0.46%74,899CommonNONE
18452B209CLSKCleanspark Inc$3.0M0.46%139,283CommonNONE
15117B202CLDXCelldex Therapeutics Inc$2.9M0.46%70,115CommonNONE
224408104CRCrane Co$2.9M0.46%21,698CommonNONE
23282W605CYTKCytokinetics Inc$2.8M0.44%40,625CommonNONE
830940102SKWDWestaim Corp/The$2.8M0.44%75,784CommonNONE
85208M102SFMSprouts Farmers Market Inc$2.8M0.43%43,202CommonNONE
922280102VRNSVaronis Systems Inc$2.8M0.43%59,019CommonNONE
G4740B105ICHRIchor Holdings Ltd$2.8M0.43%71,727CommonNONE
834203309SLNOVivo Capital LLC$2.8M0.43%64,411CommonNONE
983793100XPOXPO Inc$2.8M0.43%22,567CommonNONE
19247G107COHRCoherent Corp$2.7M0.43%45,133CommonNONE
254604101IRONDisc Medicine Inc$2.7M0.43%43,806CommonNONE
92337R101VERAVera Therapeutics Inc$2.7M0.42%62,843CommonNONE
670703107NUVLDeerfield Management Co LP$2.6M0.41%34,981CommonNONE
G3323L100FNFabrinet$2.6M0.41%13,855CommonNONE
45258J102IMVTRoivant Sciences Ltd$2.2M0.35%69,241CommonNONE
47103J105JANXJanux Therapeutics Inc$2.1M0.33%55,973CommonNONE
77664L207ROOTRoot Inc/OH$1.6M0.25%26,466CommonSOLE
23834J201DAVEDave Inc$1.4M0.23%38,910CommonSOLE
M2682V108CYBRCyberArk Software Ltd$1.4M0.22%5,425CommonNONE
M98068105WIXWix.com Ltd$1.4M0.22%10,190CommonNONE
30041R108EVERLink Ventures LLLP$1.4M0.21%74,227CommonSOLE
87427V103TALKTalkspace Inc$1.4M0.21%380,553CommonSOLE
M7516K103NVMINova Ltd$1.4M0.21%7,626CommonNONE
12448X201BYRNByrna Technologies Inc$1.3M0.20%91,781CommonSOLE
29271Q103ESOAEnergy Services of America Corp$1.3M0.20%154,387CommonSOLE
15101Q108CLSEURCelestica Inc$1.3M0.20%28,072CommonNONE
700215304TRAKReposiTrak Inc$1.3M0.20%79,451CommonSOLE
M7S64H106MNDYMonday.com Ltd$1.2M0.19%5,375CommonNONE
913915104UTIUniversal Technical Institute Inc$1.2M0.18%74,453CommonSOLE
70805E109PNTGPennant Group Inc/The$1.2M0.18%59,794CommonSOLE
56146T103MAMAMama's Creations Inc$1.2M0.18%233,274CommonSOLE
52603B107TREELendingTree Inc$1.2M0.18%27,244CommonSOLE
73931J109AIOTPowerfleet Inc NJ$1.2M0.18%215,495CommonSOLE
M20791105CAMTCamtek Ltd/Israel$1.1M0.17%13,312CommonNONE
65340P106NXENexGen Energy Ltd$1.1M0.17%141,715CommonNONE
438333106HNSTHonest Co Inc/The$1.1M0.17%271,945CommonSOLE
350060109FSTRL B Foster Co$1.1M0.17%40,056CommonSOLE
05637B105BLZEBackblaze Inc$1.1M0.17%106,817CommonSOLE
877163105TAYDTaylor Devices Inc$1.1M0.17%21,929CommonSOLE
85472N109STNStantec Inc$1.1M0.17%13,119CommonNONE
92557A101DSPGray Television Inc$1.1M0.16%99,040CommonSOLE
88339P101REALRealReal Inc/The$1.1M0.16%269,749CommonSOLE
339382103FLXSFlexsteel Industries Inc$1.1M0.16%28,212CommonSOLE
74837P405QUIKQuickLogic Corp$1.0M0.16%64,864CommonSOLE
05988J103BANDBandwidth Inc$1.0M0.16%56,566CommonSOLE
913837100Universal Stainless & Alloy Products Inc$1.0M0.16%45,161CommonSOLE
46489V104ISREURPerspective Therapeutics Inc$1.0M0.16%843,161CommonSOLE
91851C201EGYVAALCO Energy Inc$1.0M0.16%143,794CommonSOLE
641288105NPCENeuroPace Inc$998,2500.16%75,625CommonSOLE
51509P103LSEALandsea Group Co Ltd$989,5220.15%68,102CommonSOLE
72581M305PXLWEURPixelworks Inc$981,0140.15%380,238CommonSOLE
533535100LINCLincoln Educational Services Corp$974,4190.15%94,329CommonSOLE
384556106GHMGraham Corp$973,4050.15%35,682CommonSOLE
576853105MTRXMatrix Service Co$970,4090.15%74,475CommonSOLE
832156103SMIDSmith-Midland Corp$935,4660.15%19,912CommonSOLE
70451A104PAYSPaysign Inc$933,4500.15%255,041CommonSOLE
629337106NNBRNN Inc$932,4200.15%196,713CommonSOLE
96924N100WLDNWilldan Group Inc$930,4340.14%32,095CommonSOLE
92262D101VELSnow Phipps Group LLC$928,7640.14%51,598CommonSOLE
900450206TBCHTurtle Beach Corp$921,8570.14%53,472CommonSOLE
00246W103AXTIAXT Inc$920,2720.14%200,495CommonSOLE
68628V308ORNOrion Group Holdings Inc$916,0550.14%111,714CommonSOLE
72814N104AGSApollo Global Management Inc$915,8160.14%101,742CommonSOLE
60649T107MGMistras Group Inc$910,0160.14%95,190CommonSOLE
Y7388L103SBSafe Bulkers Inc$904,9120.14%182,442CommonSOLE
103002101BWMNBowman Consulting Group Ltd$885,8580.14%25,463CommonSOLE
81749D107SERASera Prognostics Inc$883,4190.14%97,079CommonSOLE
946760105CLMBClimb Global Solutions Inc$879,3370.14%12,406CommonSOLE
050734201AEYEAudioEye Inc$873,2220.14%87,235CommonSOLE
226552107CXDOCrexendo Inc$873,0440.14%181,506CommonSOLE
14147L108CRDFCardiff Oncology Inc$864,5620.13%161,903CommonSOLE
302301106EZPWEZCORP Inc$857,5220.13%75,686CommonSOLE
69036R863OSG1EUROverseas Shipholding Group Inc$854,9760.13%133,590CommonSOLE
030111207AMSCAmerican Superconductor Corp$852,4540.13%63,098CommonSOLE
09352U108BLNDBlend Labs Inc$840,2260.13%258,531CommonSOLE
00739D109AdTheorent Holding Co Inc$838,9910.13%261,368CommonSOLE
02913V103APEIAmerican Public Education Inc$829,8200.13%58,438CommonSOLE
67080N101NUVBNuvation Bio Inc$815,5460.13%224,051CommonSOLE
40701T104HBBHamilton Beach Brands Holding Co$815,1340.13%33,462CommonSOLE
73754Y100PTBPotbelly Corp$814,1670.13%67,231CommonSOLE
532746104LMNRLimoneira Co$810,2930.13%41,426CommonSOLE
42727J102HRTGHeritage Insurance Holdings Inc$810,2410.13%76,079CommonSOLE
82024L103STTKShattuck Labs Inc$800,2190.12%89,510CommonSOLE
320557101INBKFirst Internet Bancorp$799,2280.12%23,006CommonSOLE
45783Q100NOTVInotiv Inc$789,8900.12%72,202CommonSOLE
00972D105AKBAAkebia Therapeutics Inc$784,2450.12%428,549CommonSOLE
848560306SPIRSpire Global Inc$768,2520.12%64,021CommonSOLE
427746102HRTXHeron Therapeutics Inc$760,3930.12%274,510CommonSOLE
63886Q109NGSNatural Gas Services Group Inc$756,6430.12%38,942CommonSOLE
577345101MLPMaui Land & Pineapple Co Inc$742,0280.12%34,258CommonSOLE
85916J409STXSStereotaxis Inc$715,6390.11%274,191CommonSOLE
192005106CDXSCodexis Inc$696,1640.11%199,474CommonSOLE
55380K109MPTIM-Tron Industries Inc$690,9300.11%23,031CommonSOLE
00773J202SYRESpyre Therapeutics Inc$680,3880.11%17,938CommonSOLE
53263P105LMBLimbach Holdings Inc$677,1340.11%16,348CommonSOLE
87157B400SNCRSynchronoss Technologies Inc$665,1780.10%79,662CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$658,8540.10%264,600CommonSOLE
285409108ELMDElectromed Inc$652,5730.10%40,407CommonSOLE
471871202JSPRJasper Therapeutics Inc$631,9740.10%21,525CommonSOLE
600551204MLRMiller Industries Inc/TN$631,9110.10%12,613CommonSOLE
03828A101APLTApplied Therapeutics Inc$631,5300.10%92,872CommonSOLE
531914109LWAYLifeway Foods Inc$629,4770.10%36,555CommonSOLE
402307102GIFIGulf Island Fabrication Inc$627,2930.10%85,346CommonSOLE
M68830112MDWDMediWound Ltd$624,1220.10%43,798CommonSOLE
86150R107STOKStoke Therapeutics Inc$618,9080.10%45,845CommonSOLE
64135M105NGNENeurogene Inc$615,9410.10%12,101CommonSOLE
927651109VIRCVirco Mfg. Corp$566,4800.09%51,828CommonSOLE
29259W700EUEncore Energy Corp$538,2760.08%122,894CommonSOLE
03843E104AQSTAquestive Therapeutics Inc$461,1190.07%108,244CommonSOLE
87969B101TLSTelos Corp$446,0230.07%107,217CommonSOLE

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.