MondegarAI
Informed Momentum Co LLC

Q2 2024 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2024-08-12 · accession 0001104659-24-088248

$615.3M
Reported value
241
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
86800U104SMCIUSDSuper Micro Computer Inc$8.0M1.31%9,808CommonNONE
457669307INSMInsmed Inc$7.2M1.17%107,781CommonNONE
G3730V105FTAIFTAI Aviation Ltd$7.0M1.14%68,171CommonNONE
267475101DYDycom Industries Inc$5.9M0.96%35,023CommonNONE
204166102CVLTCommVault Systems Inc$5.8M0.94%47,491CommonNONE
78349D107RXSTRxSight Inc$5.8M0.93%95,607CommonNONE
683344105ONTOOnto Innovation Inc$5.7M0.92%25,869CommonNONE
148929102CAVACava Group Inc$5.6M0.92%60,888CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd$5.4M0.87%168,540CommonNONE
922417100VECOVeeco Instruments Inc$5.2M0.85%111,518CommonNONE
89377M109TMDXTransMedics Group Inc$5.2M0.84%34,446CommonNONE
346375108FORMFormFactor Inc$5.1M0.84%85,028CommonNONE
859241101STRLSterling Infrastructure Inc$5.1M0.82%42,820CommonNONE
008073108AVAVAeroVironment Inc$5.0M0.81%27,470CommonNONE
501147102KRYSKrystal Biotech Inc$4.8M0.78%26,284CommonNONE
109696104BCOBrink's Co/The$4.8M0.78%46,630CommonNONE
030111207AMSCAmerican Superconductor Corp$4.8M0.78%203,926CommonNONE
497266106KEXKirby Corp$4.7M0.77%39,424CommonNONE
125141101CECOCECO Environmental Corp$4.7M0.76%161,555CommonNONE
882681109TXRHTexas Roadhouse Inc$4.7M0.76%27,120CommonNONE
902673102UFPTUFP Technologies Inc$4.6M0.76%17,612CommonNONE
87043Q108SGSweetgreen Inc$4.6M0.75%153,533CommonNONE
98956A105ZETAZeta Global Holdings Corp$4.6M0.75%261,542CommonNONE
72407810062CPiper Sandler Cos$4.6M0.75%20,032CommonNONE
85914M107STEPStepStone Group Inc$4.5M0.73%98,015CommonNONE
G3323L100FNFabrinet$4.5M0.73%18,298CommonNONE
056525108BMIBadger Meter Inc$4.4M0.72%23,815CommonNONE
88080T104WULFTerawulf Inc$4.4M0.72%996,325CommonNONE
199908104FIXComfort Systems USA Inc$4.4M0.71%14,457CommonNONE
127055101CBTCabot Corp$4.4M0.71%47,630CommonNONE
G8068L108SNJS Global Lifestyle Co Ltd$4.4M0.71%57,912CommonNONE
88033G407THCTenet Healthcare Corp$4.3M0.70%32,590CommonNONE
453204109PIImpinj Inc$4.3M0.70%27,629CommonNONE
92511U102VRRMVerra Mobility Corp$4.3M0.70%157,883CommonNONE
172755100CRUSCirrus Logic Inc$4.3M0.70%33,621CommonNONE
099406100BOOTBoot Barn Holdings Inc$4.3M0.70%33,282CommonNONE
00847J105AGYSAgilysys Inc$4.3M0.69%40,985CommonNONE
031652100AMKRAmkor Technology Inc$4.3M0.69%106,414CommonNONE
053604104AVPTAvePoint Inc$4.2M0.69%405,856CommonNONE
91347P105OLEDUniversal Display Corp$4.2M0.68%20,030CommonNONE
00217D100ASTSAST SpaceMobile Inc$4.2M0.68%362,060CommonNONE
74982T103RXORXO Inc$4.2M0.68%160,626CommonNONE
750491102RDNTRadNet Inc$4.2M0.68%71,212CommonNONE
000899104ADMAADMA Biologics Inc$4.2M0.68%374,977CommonNONE
26701L100BROSDutch Bros Inc$4.1M0.67%100,052CommonNONE
231561101CWCurtiss-Wright Corp$4.1M0.67%15,175CommonNONE
19247G107COHRCoherent Corp$4.1M0.67%56,745CommonNONE
23345M107DTMDT Midstream Inc$4.1M0.67%57,819CommonNONE
87305R109TTMITTM Technologies Inc$4.1M0.67%211,240CommonNONE
74736L109QTWOQ2 Holdings Inc$4.1M0.67%67,837CommonNONE
28618M106ESIElement Solutions Inc$4.1M0.66%150,230CommonNONE
74164F103PRIMPrimoris Services Corp$4.1M0.66%81,567CommonNONE
50050N103KTBKontoor Brands Inc$4.1M0.66%61,463CommonNONE
127190304CACICACI International Inc$4.1M0.66%9,437CommonNONE
624756102MLIMueller Industries Inc$4.0M0.66%70,928CommonNONE
095306106BLBDAmerican Securities LLC$4.0M0.66%74,949CommonNONE
681116109OLLIOllie's Bargain Outlet Holdings Inc$4.0M0.65%41,022CommonNONE
141788109CARGCargurus Inc$4.0M0.64%150,888CommonNONE
76155X100RVMDREVOLUTION Medicines Inc$3.9M0.64%101,023CommonNONE
980745103WWDWoodward Inc$3.9M0.63%22,320CommonNONE
465741106ITRIItron Inc$3.9M0.63%39,186CommonNONE
624758108MWAMueller Water Products Inc$3.9M0.63%216,209CommonNONE
358039105FRPTFreshpet Inc$3.9M0.63%29,813CommonNONE
01741R102ATIATI Inc$3.8M0.62%68,864CommonNONE
72147K108PPCJBS S/A$3.8M0.62%99,169CommonNONE
552690109MDUMDU Resources Group Inc$3.8M0.62%152,014CommonNONE
92645B103VCTRCrestview Partners LP/NY$3.8M0.62%79,934CommonNONE
92847W103VITLVital Farms Inc$3.8M0.62%81,550CommonNONE
04010E109AGXArgan Inc$3.8M0.62%51,960CommonNONE
26818M108DYNDyne Therapeutics Inc$3.8M0.62%107,250CommonNONE
901109108TPCTutor Perini Corp$3.8M0.62%173,757CommonNONE
911684108ADTelephone and Data Systems Inc$3.7M0.61%67,292CommonNONE
830879102SKYWSkyWest Inc$3.7M0.61%45,375CommonNONE
002474104AZZAZZ Inc$3.7M0.60%48,043CommonNONE
50155Q100KDKyndryl Holdings Inc$3.7M0.60%140,926CommonNONE
05370A108RNAGBPAvidity Biosciences Inc$3.7M0.60%90,635CommonNONE
407497106HLNEHamilton Lane Inc$3.7M0.60%29,744CommonNONE
92537N108VRTVertiv Holdings Co$3.7M0.60%42,321CommonNONE
928254101VIRTVirtu Financial Inc$3.7M0.59%162,826CommonNONE
104674106BRCBrady Corp$3.6M0.59%55,224CommonNONE
67080M103NRIXNurix Therapeutics Inc$3.6M0.59%174,077CommonNONE
G6331P104AOSLAlpha & Omega Semiconductor Ltd$3.6M0.59%96,509CommonNONE
21044C107ROADSuntx Capital Management Corp$3.6M0.58%65,059CommonNONE
97717P104WTWisdomTree Inc$3.6M0.58%361,621CommonNONE
74276L105PRCTPROCEPT BioRobotics Corp$3.6M0.58%58,660CommonNONE
78473E103SPXCSPX Technologies Inc$3.5M0.58%24,967CommonNONE
974155103WINGRoark Capital Group Inc$3.5M0.57%8,352CommonNONE
92343X100VTYVerint Systems Inc$3.5M0.56%107,442CommonNONE
903731107ULSUL Solutions Inc$3.5M0.56%81,986CommonNONE
M2029K104BIRKBK LC Lux MidCo Sarl$3.4M0.56%63,027CommonNONE
630402105NSSCNapco Security Technologies Inc$3.4M0.56%65,897CommonNONE
Y8565N300TNKTeekay Tankers Ltd$3.4M0.56%49,680CommonNONE
782011100RSIRush Street Interactive Inc$3.4M0.56%356,441CommonNONE
41068X100HASIHannon Armstrong Sustainable Infrastruct$3.4M0.55%114,481CommonNONE
Y7542C130STNGScorpio Tankers Inc$3.4M0.55%41,630CommonNONE
12618T105CRAICRA International Inc$3.4M0.55%19,600CommonNONE
546347105LPXLouisiana-Pacific Corp$3.4M0.55%40,860CommonNONE
377322102GKOSGlaukos Corp$3.3M0.54%28,202CommonNONE
39854F101GRNDGrindr Inc$3.3M0.54%271,671CommonNONE
607828100MODModine Manufacturing Co$3.3M0.53%32,573CommonNONE
69380Q107PACSPACS Group Inc$3.2M0.53%110,108CommonNONE
29261A100EHCEncompass Health Corp$3.2M0.53%37,808CommonNONE
875372203TNDMTandem Diabetes Care Inc$3.2M0.52%79,633CommonNONE
00847X104AGIOAgios Pharmaceuticals Inc$3.2M0.52%74,142CommonNONE
90184D100TWSTTwist Bioscience Corp$3.2M0.52%64,764CommonNONE
03783C100APPFAppfolio Inc$3.2M0.52%13,028CommonNONE
04035M102ARHSArhaus Inc$3.2M0.52%187,738CommonNONE
374163103GERNGeron Corp$3.2M0.51%744,270CommonNONE
224408104CRCrane Co$3.1M0.51%21,575CommonNONE
433000106HIMSHims & Hers Health Inc$3.1M0.51%154,681CommonNONE
86272C103STRAStrategic Education Inc$3.1M0.51%28,174CommonNONE
293594107ENVXEnovix Corp$3.0M0.49%195,895CommonNONE
67079K100SMRNuScale Power Corp$3.0M0.49%255,475CommonNONE
615394202MOG/AMoog Inc$3.0M0.48%17,708CommonNONE
85208M102SFMSprouts Farmers Market Inc$2.9M0.47%34,925CommonNONE
44951W106IESCTontine Associates LLC$2.9M0.47%20,877CommonNONE
Y41053102INSWInternational Seaways Inc$2.9M0.46%48,227CommonNONE
58506Q109MEDPMedpace Holdings Inc$2.8M0.46%6,899CommonNONE
751212101RLRalph Lauren Corp$2.8M0.45%15,980CommonNONE
92243G108PCVXVaxcyte Inc$2.8M0.45%36,522CommonNONE
81686C104628SEMrush Holdings Inc$2.7M0.44%204,248CommonNONE
525558201LMATLeMaitre Vascular Inc$2.7M0.44%32,963CommonNONE
G87110105FTITechnipFMC PLC$2.6M0.42%98,633CommonNONE
22663K107CRNXCrinetics Pharmaceuticals Inc$2.6M0.42%57,179CommonNONE
04523Y105ASPNAspen Aerogels Inc$2.5M0.41%104,994CommonNONE
687793109OSCROscar Health Inc$2.5M0.40%155,194CommonNONE
G6700G107NVTnVent Electric PLC$2.4M0.40%31,780CommonNONE
156431108CENXCentury Aluminum Co$2.4M0.39%144,796CommonNONE
62482R10707WAMr Cooper Group Inc$2.4M0.39%29,556CommonNONE
7495271071RGAmerican Industrial Partners LP$2.4M0.39%95,797CommonNONE
364760108GAPGap Inc/The$2.4M0.39%99,649CommonNONE
739128106POWLPowell Industries Inc$2.4M0.39%16,572CommonNONE
07831C103BRBRBellRing Brands Inc$2.3M0.38%41,039CommonNONE
47103J105JANXJanux Therapeutics Inc$2.3M0.38%55,618CommonNONE
G48833118WFRDWeatherford International PLC$2.3M0.38%18,984CommonNONE
29977A105EVREvercore Inc$2.3M0.37%10,884CommonNONE
92337R101VERAVera Therapeutics Inc$2.3M0.37%62,355CommonNONE
18452B209CLSKCleanspark Inc$2.2M0.36%138,491CommonNONE
88642R109TDWTidewater Inc$2.2M0.36%22,959CommonNONE
48666K109KBHKB Home$2.2M0.35%30,981CommonNONE
M20791105CAMTCamtek Ltd/Israel$1.7M0.27%13,319CommonSOLE
35953C106FIPFTAI Infrastructure Inc$1.7M0.27%191,576CommonSOLE
M7516K103NVMINova Ltd$1.6M0.26%6,810CommonSOLE
56146T103MAMAMama's Creations Inc$1.6M0.26%233,274CommonSOLE
70805E109PNTGPennant Group Inc/The$1.4M0.23%60,478CommonSOLE
M98068105WIXWix.com Ltd$1.4M0.22%8,556CommonSOLE
15101Q207CLSCelestica Inc$1.3M0.20%21,875CommonSOLE
050734201AEYEAudioEye Inc$1.2M0.20%69,214CommonSOLE
700215304TRAKReposiTrak Inc$1.2M0.20%79,451CommonSOLE
443628102HBMHudbay Minerals Inc$1.2M0.19%129,911CommonSOLE
52603B107TREELendingTree Inc$1.1M0.19%27,500CommonSOLE
533535100LINCLincoln Educational Services Corp$1.1M0.18%94,394CommonSOLE
913837100Universal Stainless & Alloy Products Inc$1.1M0.18%40,733CommonSOLE
36472T109TDAYGannett Co Inc$1.1M0.18%234,613CommonSOLE
Y7388L103SBSafe Bulkers Inc$1.1M0.17%182,442CommonSOLE
G39637205GOGLGolden Ocean Group Ltd$1.1M0.17%76,365CommonSOLE
30041R108EVERLink Ventures LLLP$1.1M0.17%50,519CommonSOLE
02913V103APEIAmerican Public Education Inc$1.0M0.17%58,438CommonSOLE
81663L200WGSGeneDx Holdings Corp$1.0M0.16%38,705CommonSOLE
75776W103RDWRedwire Corp$999,3620.16%139,381CommonSOLE
011532108AGIAlamos Gold Inc$991,2360.16%63,204CommonSOLE
73931J109AIOTPowerfleet Inc NJ$984,8120.16%215,495CommonSOLE
234264109DAKTDaktronics Inc$978,4810.16%70,142CommonSOLE
63888U108NGVCNatural Grocers by Vitamin Cottage Inc$968,6490.16%45,691CommonSOLE
248356107DNNDenison Mines Corp$965,3550.16%485,103CommonSOLE
50736T102LSFLaird Superfood Inc$965,2800.16%171,758CommonSOLE
427746102HRTXHeron Therapeutics Inc$959,2660.16%274,076CommonSOLE
70451A104PAYSPaysign Inc$940,6530.15%218,249CommonSOLE
96924N100WLDNWilldan Group Inc$933,2110.15%32,347CommonSOLE
53263P105LMBLimbach Holdings Inc$929,8380.15%16,333CommonSOLE
970646105WLFCWillis Lease Finance Corp$926,9570.15%13,376CommonSOLE
92262D101VELSnow Phipps Group LLC$925,1520.15%51,598CommonSOLE
457642205INODInnodata Inc$908,2190.15%61,242CommonSOLE
774515100RCKYRocky Brands Inc$907,0350.15%24,541CommonSOLE
511795106LAKELakeland Industries Inc$883,9470.14%38,533CommonSOLE
68622E104BARK Inc$880,7240.14%486,588CommonSOLE
90041L105TPBTurning Point Brands Inc$879,8440.14%27,418CommonSOLE
868358102SGCSuperior Group of Cos Inc$877,0840.14%46,382CommonSOLE
51509F105LELands' End Inc$876,8270.14%64,520CommonSOLE
60938K304Moneylion Inc$872,6260.14%11,866CommonSOLE
532746104LMNRLimoneira Co$862,0750.14%41,426CommonSOLE
368678108GENCGencor Industries Inc$855,3120.14%44,225CommonSOLE
384556106GHMGraham Corp$851,6990.14%30,245CommonSOLE
46620W201JILLTowerBrook Capital Partners LP$841,8680.14%24,074CommonSOLE
75508B104RYAMRayonier Advanced Materials Inc$839,5280.14%154,325CommonSOLE
66405S100NBNNortheast Bank$823,9230.13%13,538CommonSOLE
645827205IDRIdaho Strategic Resources Inc$819,3560.13%83,099CommonSOLE
816307300SLQTSelectquote Inc$817,0920.13%296,048CommonSOLE
903899102ULBIUltralife Corp$785,0300.13%73,920CommonSOLE
578605107MECMayville Engineering Co Inc$781,7710.13%46,925CommonSOLE
900450206TBCHTurtle Beach Corp$766,7880.12%53,472CommonSOLE
913483103UEICUniversal Electronics Inc$765,6300.12%65,889CommonSOLE
04302A104AIPArteris Inc$757,0160.12%100,801CommonSOLE
577345101MLPMaui Land & Pineapple Co Inc$755,3890.12%34,258CommonSOLE
88339P101REALRealReal Inc/The$751,8930.12%235,703CommonSOLE
003881307ACTGAcacia Research Corp$749,1000.12%149,521CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$730,2960.12%264,600CommonSOLE
24661P807DCTHDelcath Systems Inc$729,9310.12%87,208CommonSOLE
91851C201EGYVAALCO Energy Inc$718,4230.12%114,581CommonSOLE
G1144A105BTBTBit Digital Inc$704,6400.11%221,585CommonSOLE
600551204MLRMiller Industries Inc/TN$704,4210.11%12,803CommonSOLE
84612H106SOW GOOD INC$701,6810.11%35,049CommonSOLE
665809109NTICNorthern Technologies International Corp$694,3280.11%41,928CommonSOLE
452521107IMMRImmersion Corp$694,0910.11%73,761CommonSOLE
54300N103Longboard Pharmaceuticals Inc$690,0760.11%25,530CommonSOLE
M68830112MDWDMediWound Ltd$679,7450.11%43,798CommonSOLE
877163105TAYDTaylor Devices Inc$674,5200.11%14,996CommonSOLE
68628V308ORNOrion Group Holdings Inc$665,7290.11%70,003CommonSOLE
22530J309CREXSlipstream Communications LLC$658,7110.11%140,450CommonSOLE
590479135Mesa Air Group Inc$641,0600.10%374,889CommonSOLE
09075A108BVSBioventus Inc$639,7910.10%111,268CommonSOLE
74836W203QRHCQuest Resource Holding Corp$634,0220.10%72,048CommonSOLE
78435P105SEZLSezzle Inc$632,2730.10%7,167CommonSOLE
75704L104RDVTFluent Inc$630,7330.10%24,832CommonSOLE
350060109FSTRL B Foster Co$619,5610.10%28,790CommonSOLE
81728J109SRTSSensus Healthcare Inc$613,3440.10%115,074CommonSOLE
92557A101DSPGray Television Inc$598,5460.10%60,643CommonSOLE
927651109VIRCVirco Mfg. Corp$585,1180.10%41,974CommonSOLE
76119X105RSVRReservoir Media Inc$583,5570.09%73,868CommonSOLE
63886Q109NGSNatural Gas Services Group Inc$570,9850.09%28,379CommonSOLE
21833P301CRBPCorbus Pharmaceuticals Holdings Inc$570,5570.09%12,609CommonSOLE
76200L309RZLTRezolute Inc$558,3890.09%129,858CommonSOLE
47973J102JYNTJoint Corp/The$548,4810.09%39,010CommonSOLE
29271Q103ESOAEnergy Services of America Corp$546,6870.09%76,353CommonSOLE
67080N101NUVBNuvation Bio Inc$533,9980.09%182,876CommonSOLE
913915104UTIUniversal Technical Institute Inc$520,6470.08%33,099CommonSOLE
402307102GIFIGulf Island Fabrication Inc$518,0500.08%85,346CommonSOLE
92511W108Verrica Pharmaceuticals Inc$514,5720.08%70,586CommonSOLE
86150R107STOKStoke Therapeutics Inc$508,4760.08%37,637CommonSOLE
285409108ELMDElectromed Inc$491,1650.08%32,679CommonSOLE
471871202JSPRJasper Therapeutics Inc$488,6180.08%21,525CommonSOLE
29259W700EUEncore Energy Corp$484,2020.08%122,894CommonSOLE
531914109LWAYLifeway Foods Inc$466,8070.08%36,555CommonSOLE
714266103PPTAPerpetua Resources Corp$457,5270.07%87,986CommonSOLE
21900C308CRMDCorMedix Inc$454,1910.07%104,894CommonSOLE
09352U108BLNDBlend Labs Inc$450,0780.07%190,711CommonSOLE
12448X201BYRNByrna Technologies Inc$424,0200.07%42,487CommonSOLE
00773J202SYRESpyre Therapeutics Inc$421,7220.07%17,938CommonSOLE
40416E103HCIHCI Group Inc$418,1750.07%4,537CommonSOLE
46489V302CATXPerspective Therapeutics Inc$325,3310.05%32,631CommonSOLE
05479K106ELUTElutia Inc$125,2900.02%25,260CommonSOLE

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.