MondegarAI
Informed Momentum Co LLC

Q3 2024 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2024-11-13 · accession 0001104659-24-117585

$668.9M
Reported value
239
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G3730V105FTAIFTAI Aviation Ltd$9.1M1.35%68,106CommonNONE
92243G108PCVXVaxcyte Inc$8.3M1.25%72,995CommonNONE
85208M102SFMSprouts Farmers Market Inc$8.1M1.21%73,607CommonNONE
457669307INSMInsmed Inc$7.9M1.18%107,972CommonNONE
204166102CVLTCommVault Systems Inc$7.3M1.09%47,572CommonNONE
98956A105ZETAZeta Global Holdings Corp$6.9M1.03%230,204CommonNONE
148929102CAVACava Group Inc$6.4M0.95%51,425CommonNONE
29358P101ENSGEnsign Group Inc/The$6.2M0.92%42,931CommonNONE
607828100MODModine Manufacturing Co$5.9M0.88%44,386CommonNONE
004498101ACIWACI Worldwide Inc$5.8M0.87%114,791CommonNONE
516544103LNTHLantheus Holdings Inc$5.8M0.87%53,221CommonNONE
72407810062CPiper Sandler Cos$5.7M0.85%20,071CommonNONE
377322102GKOSGlaukos Corp$5.6M0.84%43,271CommonNONE
902673102UFPTUFP Technologies Inc$5.6M0.83%17,624CommonNONE
85914M107STEPStepStone Group Inc$5.6M0.83%98,200CommonNONE
126402106CSWCSW Industrials Inc$5.5M0.83%15,126CommonNONE
267475101DYDycom Industries Inc$5.5M0.82%27,825CommonNONE
859241101STRLSterling Infrastructure Inc$5.5M0.82%37,750CommonNONE
000899104ADMAADMA Biologics Inc$5.4M0.81%272,634CommonNONE
88033G407THCTenet Healthcare Corp$5.4M0.81%32,648CommonNONE
74736L109QTWOQ2 Holdings Inc$5.4M0.81%67,955CommonNONE
624756102MLIMueller Industries Inc$5.3M0.79%71,062CommonNONE
056525108BMIBadger Meter Inc$5.2M0.78%23,858CommonNONE
589889104MMSIMerit Medical Systems Inc$5.2M0.78%52,468CommonNONE
78435P105SEZLSezzle Inc$5.1M0.77%30,019CommonNONE
392709101GRBKGreen Brick Partners Inc$5.0M0.75%60,406CommonNONE
407497106HLNEHamilton Lane Inc$5.0M0.75%29,807CommonNONE
231561101CWCurtissWright Corp$5.0M0.75%15,202CommonNONE
G3323L100FNFabrinet$4.9M0.73%20,747CommonNONE
743312100PRGSProgress Software Corp$4.9M0.73%72,104CommonNONE
82982T106SITMSiTime Corp$4.8M0.72%28,265CommonNONE
47233W109JEFJefferies Financial Group Inc$4.8M0.72%78,741CommonNONE
87043Q108SGSweetgreen Inc$4.8M0.72%135,534CommonNONE
053604104AVPTAvePoint Inc$4.8M0.71%405,880CommonNONE
077454106BDCBelden Inc$4.8M0.71%40,649CommonNONE
87422Q109TLNTalen Energy Corp$4.8M0.71%26,708CommonNONE
40637H109HALOHalozyme Therapeutics Inc$4.7M0.70%82,285CommonNONE
74276L105PRCTPROCEPT BioRobotics Corp$4.7M0.70%58,764CommonNONE
624758108MWAMueller Water Products Inc$4.7M0.70%216,592CommonNONE
60786M105MCMoelis & Co$4.7M0.70%67,931CommonNONE
89377M109TMDXTransMedics Group Inc$4.7M0.70%29,642CommonNONE
86333M108LRNStride Inc$4.6M0.70%54,501CommonNONE
26622P107DOCSDoximity Inc$4.6M0.69%106,199CommonNONE
929042109VNOVornado Realty Trust$4.6M0.68%116,074CommonNONE
55305B101MHOM/I Homes Inc$4.6M0.68%26,580CommonNONE
816850101SMTCSemtech Corp$4.5M0.67%98,316CommonNONE
00847J105AGYSAgilysys Inc$4.5M0.67%41,057CommonNONE
000360206AAONAAON Inc$4.5M0.67%41,472CommonNONE
20337X109VISNCommScope Holding Co Inc$4.5M0.67%731,623CommonNONE
87265H109T86Tri Pointe Homes Inc$4.4M0.66%98,079CommonNONE
185123106CWANClearwater Analytics Holdings Inc$4.4M0.66%175,518CommonNONE
G8068L108SNJS Global Lifestyle Co Ltd$4.4M0.66%40,600CommonNONE
69380Q107PACSPACS Group Inc$4.4M0.66%110,304CommonNONE
17243V102CNKCinemark Holdings Inc$4.4M0.65%156,844CommonNONE
750491102RDNTRadNet Inc$4.3M0.65%62,343CommonNONE
29977A105EVREvercore Inc$4.3M0.65%17,046CommonNONE
19247A100CNSCohen & Steers Inc$4.3M0.64%44,656CommonNONE
03852U106ARMKAramark$4.2M0.63%109,606CommonNONE
465741106ITRIItron Inc$4.2M0.63%39,255CommonNONE
14174T107CTRECareTrust REIT Inc$4.2M0.63%135,578CommonNONE
172755100CRUSCirrus Logic Inc$4.2M0.63%33,676CommonNONE
415858109HROWHarrow Inc$4.2M0.62%92,819CommonNONE
05589G102BWINBaldwin Insurance Group Inc/The$4.2M0.62%83,763CommonNONE
05370A108RNAGBPAvidity Biosciences Inc$4.2M0.62%90,654CommonNONE
45827U109INTAIntapp Inc$4.1M0.62%86,164CommonNONE
88322Q108TGTXTG Therapeutics Inc$4.1M0.62%175,959CommonNONE
78573L106SBRASabra Health Care REIT Inc$4.1M0.62%221,144CommonNONE
670703107NUVLDeerfield Management Co LP$4.1M0.61%40,130CommonNONE
88262P102TPLTexas Pacific Land Corp$4.1M0.61%4,638CommonNONE
978097103WWWWolverine World Wide Inc$4.1M0.61%234,200CommonNONE
903731107ULSUL Solutions Inc$4.0M0.61%82,132CommonNONE
093671105HRBH&R Block Inc$4.0M0.60%63,595CommonNONE
11120U105BRXBrixmor Property Group Inc$4.0M0.60%144,816CommonNONE
038169207APLDApplied Digital Corp$4.0M0.60%486,397CommonNONE
78473E103SPXCSPX Technologies Inc$4.0M0.60%25,010CommonNONE
680223104ORIOld Republic International Corp$4.0M0.59%112,193CommonNONE
629209305NMIHNMI Holdings Inc$3.9M0.59%95,882CommonNONE
008492100ADCAgree Realty Corp$3.9M0.59%52,188CommonNONE
67080M103NRIXNurix Therapeutics Inc$3.9M0.59%174,760CommonNONE
55024U109LITELumentum Holdings Inc$3.9M0.59%61,914CommonNONE
71722W107PHATPhathom Pharmaceuticals Inc$3.9M0.59%216,448CommonNONE
01644J108ALKTAlkami Technology Inc$3.9M0.58%123,589CommonNONE
29357K103ENVAEnova International Inc$3.9M0.58%46,474CommonNONE
04010E109AGXArgan Inc$3.9M0.58%38,334CommonNONE
782011100RSIRush Street Interactive Inc$3.9M0.58%357,065CommonNONE
127190304CACICACI International Inc$3.9M0.58%7,659CommonNONE
099406100BOOTBoot Barn Holdings Inc$3.8M0.57%22,915CommonNONE
53190C102LTHLife Time Group Holdings Inc$3.8M0.57%156,743CommonNONE
G9456A100GLNGGolar LNG Ltd$3.8M0.57%103,886CommonNONE
156504300CCSCentury Communities Inc$3.8M0.57%36,922CommonNONE
927959106VNOMUSDDiamondback Energy Inc$3.8M0.57%84,142CommonNONE
82835W108SPRYARS Pharmaceuticals Inc$3.8M0.57%261,649CommonNONE
604749101MIRMMirum Pharmaceuticals Inc$3.7M0.56%95,421CommonNONE
54300N103Longboard Pharmaceuticals Inc$3.7M0.55%110,986CommonNONE
53947R105LOARLoar Holdings Inc$3.7M0.55%49,425CommonNONE
56400P706MNKDMannKind Corp$3.6M0.54%578,613CommonNONE
546347105LPXLouisianaPacific Corp$3.6M0.54%33,662CommonNONE
615394202MOG/AMoog Inc$3.6M0.54%17,739CommonNONE
946784105WAYWaystar Holding Corp$3.6M0.53%127,309CommonNONE
67103X102OFGOFG Bancorp$3.5M0.53%78,776CommonNONE
44951W106IESCTontine Associates LLC$3.5M0.53%17,622CommonNONE
374163103GERNGeron Corp$3.4M0.51%745,614CommonNONE
14167L103CDNACareDx Inc$3.4M0.50%107,890CommonNONE
08160H101BHEBenchmark Electronics Inc$3.4M0.50%75,600CommonNONE
28036F105EWTXEdgewise Therapeutics Inc$3.3M0.50%125,184CommonNONE
19247G107COHRCoherent Corp$3.3M0.50%37,382CommonNONE
00847X104AGIOAgios Pharmaceuticals Inc$3.3M0.49%74,273CommonNONE
90400D108RAREUltragenyx Pharmaceutical Inc$3.3M0.49%58,631CommonNONE
39854F101GRNDGrindr Inc$3.2M0.49%272,146CommonNONE
109696104BCOBrink's Co/The$3.2M0.48%27,942CommonNONE
76155X100RVMDREVOLUTION Medicines Inc$3.2M0.48%71,210CommonNONE
14888U101CPRXCatalyst Pharmaceuticals Inc$3.2M0.48%161,249CommonNONE
23345M107DTMDT Midstream Inc$3.2M0.48%40,680CommonNONE
104674106BRCBrady Corp$3.2M0.48%41,686CommonNONE
72147K108PPCJBS S/A$3.2M0.48%69,304CommonNONE
92645B103VCTRCrestview Partners LP/NY$3.2M0.48%57,476CommonNONE
398182303AHRAmerican Healthcare REIT Inc$3.2M0.48%121,990CommonNONE
030111207AMSCAmerican Superconductor Corp$3.1M0.47%133,185CommonNONE
G25457105CRDOCredo Technology Group Holding Ltd$3.1M0.47%101,331CommonNONE
525558201LMATLeMaitre Vascular Inc$3.1M0.46%32,974CommonNONE
01741R102ATIATI Inc$3.1M0.46%45,649CommonNONE
453204109PIImpinj Inc$3.0M0.46%14,063CommonNONE
125141101CECOCECO Environmental Corp$3.0M0.45%107,321CommonNONE
22663K107CRNXCrinetics Pharmaceuticals Inc$2.9M0.44%57,216CommonNONE
901109108TPCTutor Perini Corp$2.9M0.43%106,085CommonNONE
21044C107ROADSuntx Capital Management Corp$2.9M0.43%41,147CommonNONE
00217D100ASTSAST SpaceMobile Inc$2.9M0.43%109,341CommonNONE
02215L209KNTKBlackstone Inc$2.8M0.42%62,168CommonNONE
700658107PRKPark National Corp$2.6M0.39%15,544CommonNONE
875372203TNDMTandem Diabetes Care Inc$2.6M0.39%60,804CommonNONE
974155103WINGRoark Capital Group Inc$2.6M0.38%6,148CommonNONE
095306106BLBDAmerican Securities LLC$2.5M0.37%51,159CommonNONE
74164F103PRIMPrimoris Services Corp$2.4M0.37%42,114CommonNONE
501147102KRYSKrystal Biotech Inc$2.3M0.35%12,858CommonNONE
783859101STBAS&T Bancorp Inc$2.3M0.35%55,506CommonNONE
002474104AZZAZZ Inc$2.3M0.34%27,861CommonNONE
04523Y105ASPNAspen Aerogels Inc$2.2M0.34%81,034CommonNONE
52603B107TREELendingTree Inc$1.6M0.24%27,460CommonSOLE
70805E109PNTGPennant Group Inc/The$1.5M0.23%43,226CommonSOLE
970646105WLFCWillis Lease Finance Corp$1.5M0.23%10,332CommonSOLE
M98068105WIXWix.com Ltd$1.4M0.21%8,556CommonNONE
194693107CIGIColliers International Group Inc$1.4M0.21%9,204CommonNONE
81663L200WGSGeneDx Holdings Corp$1.4M0.21%32,737CommonSOLE
05356F105AVAHAveanna Healthcare Holdings Inc$1.4M0.21%264,600CommonSOLE
56146T103MAMAMama's Creations Inc$1.4M0.20%187,348CommonSOLE
63888U108NGVCNatural Grocers by Vitamin Cottage Inc$1.4M0.20%45,691CommonSOLE
88557W101QFINQifu Technology Inc$1.3M0.20%45,021CommonNONE
645827205IDRIdaho Strategic Resources Inc$1.3M0.20%83,155CommonSOLE
96924N100WLDNWilldan Group Inc$1.3M0.20%32,347CommonSOLE
011532108AGIAlamos Gold Inc$1.3M0.19%63,204CommonNONE
700215304TRAKReposiTrak Inc$1.3M0.19%68,141CommonSOLE
M7516K103NVMINova Ltd$1.2M0.18%5,911CommonNONE
90041L105TPBTurning Point Brands Inc$1.2M0.18%27,418CommonSOLE
664121100NECBNortheast Community Bancorp Inc$1.1M0.17%42,297CommonSOLE
53263P105LMBLimbach Holdings Inc$1.1M0.16%14,237CommonSOLE
946760105CLMBClimb Global Solutions Inc$1.1M0.16%10,812CommonSOLE
35953C106FIPFTAI Infrastructure Inc$1.1M0.16%114,851CommonSOLE
75704L104RDVTFluent Inc$1.1M0.16%37,625CommonSOLE
14070B309CAPRCapricor Therapeutics Inc$1.1M0.16%69,925CommonSOLE
21900C308CRMDCorMedix Inc$1.1M0.16%130,036CommonSOLE
66405S100NBNNortheast Bank$1.0M0.16%13,538CommonSOLE
120076104BBWBuildABear Workshop Inc$1.0M0.15%29,711CommonSOLE
29667J101ESQEsquire Financial Holdings Inc$1.0M0.15%15,573CommonSOLE
357023100RAILFreightCar America Inc$1.0M0.15%93,048CommonSOLE
687380105ORRFOrrstown Financial Services Inc$995,2650.15%27,677CommonSOLE
578605107MECMayville Engineering Co Inc$989,1790.15%46,925CommonSOLE
05463X106AXGNAxogen Inc$982,4660.15%70,076CommonSOLE
45782B302INSGInseego Corp$975,9300.15%59,763CommonSOLE
361008105FNKOACON Investments LLC$972,7850.15%79,606CommonSOLE
75508B104RYAMRayonier Advanced Materials Inc$947,6090.14%110,702CommonSOLE
666762109NRIMNorthrim BanCorp Inc$930,0620.14%13,059CommonSOLE
667746101NWPXNorthwest Pipe Co$918,3500.14%20,349CommonSOLE
09075A108BVSBioventus Inc$898,6280.13%75,199CommonSOLE
913837100Universal Stainless & Alloy Products Inc$896,9110.13%23,218CommonSOLE
453838609IBCPIndependent Bank Corp/MI$895,9140.13%26,864CommonSOLE
18507C103CLPTClearPoint Neuro Inc$885,5000.13%78,992CommonSOLE
83418M103SEISolaris Energy Infrastructure Inc$876,4720.13%68,689CommonSOLE
40701T104HBBHamilton Beach Brands Holding Co$871,6370.13%28,644CommonSOLE
461804106ITICInvestors Title Co$870,0230.13%3,786CommonSOLE
64111Q104NTGRNETGEAR Inc$866,6720.13%43,204CommonSOLE
42727J102HRTGHeritage Insurance Holdings Inc$866,6530.13%70,805CommonSOLE
83946P107SPFISouth Plains Financial Inc$862,9250.13%25,440CommonSOLE
635309206NCMINational CineMedia Inc$862,4970.13%122,340CommonSOLE
29460X109EQBKEquity Bancshares Inc$859,5840.13%21,027CommonSOLE
89269P103Traeger Inc$857,8300.13%233,106CommonSOLE
50736T102LSFLaird Superfood Inc$851,9200.13%171,758CommonSOLE
913290102UNTYUnity Bancorp Inc$848,4690.13%24,911CommonSOLE
82620P102BSRRSierra Bancorp$819,7590.12%28,385CommonSOLE
74158E104PNRGPrimeEnergy Resources Corp$819,6340.12%5,948CommonSOLE
532746104LMNRLimoneira Co$818,2940.12%30,879CommonSOLE
60649T107MGMistras Group Inc$804,5750.12%70,763CommonSOLE
24661P807DCTHDelcath Systems Inc$796,5000.12%88,206CommonSOLE
878972108TECXTectonic Therapeutic Inc$793,5870.12%26,191CommonSOLE
68622E104BARK Inc$793,1380.12%486,588CommonSOLE
29271Q103ESOAEnergy Services of America Corp$782,3630.12%82,354CommonSOLE
600551204MLRMiller Industries Inc/TN$777,2620.12%12,742CommonSOLE
496719105KINSKingstone Cos Inc$775,1420.12%84,715CommonSOLE
71535D106PSNLLightspeed Management Co LLC$771,4760.12%143,397CommonSOLE
29772L108ETONEton Pharmaceuticals Inc$769,6560.12%128,276CommonSOLE
30263Y104FSBWFS Bancorp Inc$769,2770.12%17,291CommonSOLE
577345101MLPMaui Land & Pineapple Co Inc$769,0920.11%34,258CommonSOLE
75644T100RCATRed Cat Holdings Inc$762,8230.11%300,324CommonSOLE
533535100LINCLincoln Educational Services Corp$748,0770.11%62,653CommonSOLE
87157B400SNCRSynchronoss Technologies Inc$741,2580.11%49,799CommonSOLE
89421Q205TZOOTravelzoo$733,4590.11%60,868CommonSOLE
774374300RMTIRockwell Medical Inc$709,6060.11%178,742CommonSOLE
384556106GHMGraham Corp$705,7510.11%23,851CommonSOLE
285409108ELMDElectromed Inc$699,2560.10%32,569CommonSOLE
319390100FBIZFirst Business Financial Services Inc$683,8960.10%15,001CommonSOLE
92557A101DSPGray Television Inc$671,3180.10%60,643CommonSOLE
437872104HTBHomeTrust Bancshares Inc$663,1630.10%19,459CommonSOLE
12448X201BYRNByrna Technologies Inc$657,5710.10%38,749CommonSOLE
22530J309CREXSlipstream Communications LLC$644,6660.10%140,450CommonSOLE
714266103PPTAPerpetua Resources Corp$635,6040.10%67,979CommonSOLE
76200L309RZLTRezolute Inc$629,8110.09%129,858CommonSOLE
45780L104INGNInogen Inc$622,4010.09%64,165CommonSOLE
62857J201MYOMyomo Inc$618,3220.09%154,195CommonSOLE
33741H107FUNCFirst United Corp$613,4810.09%20,559CommonSOLE
36472T109TDAYGannett Co Inc$609,9780.09%108,537CommonSOLE
51509F105LELands' End Inc$592,3610.09%34,300CommonSOLE
M68830112MDWDMediWound Ltd$592,0610.09%32,783CommonSOLE
050734201AEYEAudioEye Inc$589,0270.09%25,778CommonSOLE
927651109VIRCVirco Mfg. Corp$579,6610.09%41,974CommonSOLE
746964105QTTBQ32 Bio Inc$566,8080.08%12,703CommonSOLE
457642205INODInnodata Inc$564,2430.08%33,646CommonSOLE
81728J109SRTSSensus Healthcare Inc$562,9890.08%97,067CommonSOLE
73931J109AIOTPowerfleet Inc NJ$538,8300.08%107,766CommonSOLE
913915104UTIUniversal Technical Institute Inc$538,1900.08%33,099CommonSOLE
358010106FEIMFrequency Electronics Inc$518,1600.08%42,894CommonSOLE
877163105TAYDTaylor Devices Inc$499,3000.07%10,002CommonSOLE
01438T106ALDXAldeyra Therapeutics Inc$498,6940.07%92,522CommonSOLE
06652N107BSVNBank7 Corp$482,4260.07%12,875CommonSOLE
30041R108EVERLink Ventures LLLP$479,2910.07%22,726CommonSOLE
05479K106ELUTElutia Inc$465,8110.07%122,260CommonSOLE
590479135Mesa Air Group Inc$453,6160.07%374,889CommonSOLE
75776W103RDWRedwire Corp$451,2490.07%65,684CommonSOLE
86150R107STOKStoke Therapeutics Inc$378,2980.06%30,781CommonSOLE
55380K109MPTIMTron Industries Inc$279,6980.04%6,709CommonSOLE
70451A104PAYSPaysign Inc$175,4550.03%47,808CommonSOLE

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.