MondegarAI
Informed Momentum Co LLC

Q4 2024 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2025-02-13 · accession 0001104659-25-013038

$705.8M
Reported value
251
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G25457105CRDOCredo Technology Group Holding Ltd$8.2M1.16%121,738CommonNONE
88339P101REALRealReal Inc/The$7.3M1.04%670,560CommonNONE
204166102CVLTCommvault Systems Inc$7.0M0.99%46,503CommonNONE
377322102GKOSGlaukos Corp$6.3M0.90%42,300CommonNONE
302081104EXLSExlService Holdings Inc$6.2M0.88%139,191CommonNONE
46222L108IONQIonQ Inc$6.0M0.85%143,608CommonNONE
G0260P102ASAmer Sports Holding Cayman Ltd$6.0M0.85%213,418CommonNONE
80706P103SRRKScholar Rock Holding Corp$6.0M0.84%137,861CommonNONE
816850101SMTCSemtech Corp$5.9M0.84%96,104CommonNONE
82982T106SITMSiTime Corp$5.9M0.84%27,635CommonNONE
30161Q104EXELExelixis Inc$5.9M0.84%177,786CommonNONE
773122106Rocket Lab USA Inc$5.9M0.83%229,862CommonNONE
004498101ACIWACI Worldwide Inc$5.8M0.83%112,217CommonNONE
01973R101ALSNAllison Transmission Holdings Inc$5.8M0.82%53,355CommonNONE
83418M103SEISolaris Energy Infrastructure Inc$5.7M0.81%199,001CommonNONE
03820C105AITApplied Industrial Technologies Inc$5.7M0.81%23,746CommonNONE
148929102CAVACava Group Inc$5.7M0.80%50,272CommonNONE
859241101STRLSterling Infrastructure Inc$5.6M0.79%33,239CommonNONE
26622P107DOCSDoximity Inc$5.5M0.79%103,824CommonNONE
45867G101IDCCInterDigital Inc$5.5M0.78%28,410CommonNONE
109641100EATBrinker International Inc$5.4M0.77%40,915CommonNONE
171779309CIENCiena Corp$5.4M0.76%63,546CommonNONE
50155Q100KDKyndryl Holdings Inc$5.4M0.76%155,512CommonNONE
07831C103BRBRBellRing Brands Inc$5.3M0.75%70,136CommonNONE
231561101CWCurtiss-Wright Corp$5.3M0.75%14,864CommonNONE
91680M107UPSTUpstart Holdings Inc$5.3M0.75%85,556CommonNONE
87422Q109TLNTalen Energy Corp$5.3M0.75%26,106CommonNONE
26701L100BROSDutch Bros Inc$5.2M0.73%98,562CommonNONE
98311A105WHWyndham Hotels & Resorts Inc$5.1M0.72%50,670CommonNONE
978097103WWWWolverine World Wide Inc$5.1M0.72%229,340CommonNONE
55024U109LITELumentum Holdings Inc$5.1M0.72%60,535CommonNONE
90041L105TPBTurning Point Brands Inc$5.0M0.71%83,847CommonNONE
50012A108KGSEQT Infrastructure III Scsp$5.0M0.71%122,476CommonNONE
23345M107DTMDT Midstream Inc$5.0M0.71%50,276CommonNONE
92538J106VERXVertex Inc$5.0M0.70%93,254CommonNONE
02215L209KNTKBlackstone Inc$5.0M0.70%87,571CommonNONE
457669307INSMInsmed Inc$5.0M0.70%71,964CommonNONE
681116109OLLIOllie's Bargain Outlet Holdings Inc$5.0M0.70%45,277CommonNONE
74164F103PRIMPrimoris Services Corp$5.0M0.70%64,968CommonNONE
55405Y100MTSIMACOM Technology Solutions Holdings Inc$4.9M0.69%37,755CommonNONE
G3730V105FTAIFTAI Aviation Ltd$4.8M0.68%33,475CommonNONE
624758108MWAMueller Water Products Inc$4.8M0.68%212,068CommonNONE
17243V102CNKCinemark Holdings Inc$4.8M0.67%153,601CommonNONE
185123106CWANClearwater Analytics Holdings Inc$4.7M0.67%171,576CommonNONE
50050N103KTBKontoor Brands Inc$4.7M0.67%55,061CommonNONE
45827U109INTAIntapp Inc$4.7M0.67%73,350CommonNONE
705573103PEGAPegasystems Inc$4.7M0.66%50,125CommonNONE
82452J109FOURShift4 Payments Inc$4.7M0.66%44,907CommonNONE
12653C108CNXCNX Resources Corp$4.7M0.66%126,846CommonNONE
860630102SFStifel Financial Corp$4.6M0.66%43,759CommonNONE
74276L105PRCTPROCEPT BioRobotics Corp$4.6M0.66%57,547CommonNONE
29977A105EVREvercore Inc$4.6M0.65%16,664CommonNONE
836100107SOUNSoundHound AI Inc$4.6M0.65%232,349CommonNONE
743312100PRGSProgress Software Corp$4.6M0.65%70,599CommonNONE
053604104AVPTAvePoint Inc$4.6M0.65%276,929CommonNONE
781154109RBRKRubrik Inc$4.6M0.65%69,875CommonNONE
74736L109QTWOQ2 Holdings Inc$4.5M0.64%44,953CommonNONE
50077B207KTOSKratos Defense & Security Solutions Inc$4.5M0.64%170,967CommonNONE
60471A101MIRWatling Street Capital Partners LLP$4.5M0.64%257,777CommonNONE
077454106BDCBelden Inc$4.5M0.63%39,733CommonNONE
01644J108ALKTAlkami Technology Inc$4.4M0.63%121,036CommonNONE
011659109ALKAlaska Air Group Inc$4.4M0.63%68,360CommonNONE
74967X103RHRH$4.4M0.63%11,244CommonNONE
514952100LBLandbridge Co LLC$4.4M0.62%67,811CommonNONE
29357K103ENVAEnova International Inc$4.4M0.62%45,524CommonNONE
917047102URBNUrban Outfitters Inc$4.4M0.62%79,271CommonNONE
402635502GPORGulfport Energy Corp$4.3M0.62%23,569CommonNONE
72346Q104Pinnacle Financial Partners Inc$4.3M0.61%37,850CommonNONE
19046P209CCBCoastal Financial Corp/WA$4.3M0.61%50,956CommonNONE
19247G107COHRCoherent Corp$4.3M0.61%45,605CommonNONE
750491102RDNTRadNet Inc$4.3M0.60%61,004CommonNONE
05605H100BWXTBWX Technologies Inc$4.2M0.60%38,015CommonNONE
G6674U108NVCRNovocure Ltd$4.2M0.60%141,893CommonNONE
85208M102SFMSprouts Farmers Market Inc$4.2M0.60%33,114CommonNONE
607828100MODModine Manufacturing Co$4.2M0.59%36,031CommonNONE
00508Y102AYIAcuity Brands Inc$4.1M0.59%14,179CommonNONE
04342Y104ASANAsana Inc$4.1M0.58%203,474CommonNONE
72407810062CPiper Sandler Cos$4.1M0.58%13,683CommonNONE
70439P108PAYPaymentus Holdings Inc$4.1M0.58%124,563CommonNONE
258278100DORMDorman Products Inc$4.1M0.58%31,356CommonNONE
98423F109XMTRXometry Inc$4.1M0.58%95,161CommonNONE
000899104ADMAADMA Biologics Inc$4.0M0.57%235,813CommonNONE
87650L103TARSTarsus Pharmaceuticals Inc$4.0M0.56%71,815CommonNONE
21874A106CORZCore Scientific Inc$4.0M0.56%282,607CommonNONE
76156B107RVLVRevolve Group Inc$4.0M0.56%118,511CommonNONE
03957W106AROCArchrock Inc$3.9M0.56%158,557CommonNONE
39813G109GDYNGrid Dynamics Holdings Inc$3.9M0.56%177,132CommonNONE
81663L200WGSGeneDx Holdings Corp$3.9M0.56%51,183CommonNONE
651229106NWLNewell Brands Inc$3.9M0.55%392,230CommonNONE
47233W109JEFJefferies Financial Group Inc$3.9M0.55%49,735CommonNONE
88322Q108TGTXTG Therapeutics Inc$3.9M0.55%128,923CommonNONE
75776W103RDWRedwire Corp$3.8M0.54%232,903CommonNONE
87305R109TTMITTM Technologies Inc$3.8M0.54%153,936CommonNONE
70451X104PAYOPayoneer Global Inc$3.7M0.52%368,571CommonNONE
92645B103VCTRCrestview Partners LP/NY$3.7M0.52%56,298CommonNONE
45245E109IMAXIMAX Corp$3.7M0.52%143,355CommonNONE
87043Q108SGSweetgreen Inc$3.7M0.52%114,168CommonNONE
038169207APLDApplied Digital Corp$3.6M0.52%476,511CommonNONE
78435P105SEZLSezzle Inc$3.6M0.51%13,987CommonNONE
03823U102AAOIApplied Optoelectronics Inc$3.5M0.50%96,135CommonNONE
76243J105RYTMRhythm Pharmaceuticals Inc$3.5M0.50%63,078CommonNONE
126402106CSWCSW Industrials Inc$3.5M0.50%10,001CommonNONE
393657101GBXGreenbrier Cos Inc/The$3.5M0.50%57,460CommonNONE
39854F101GRNDGrindr Inc$3.5M0.49%194,611CommonNONE
59100U108CASHPathward Financial Inc$3.5M0.49%47,121CommonNONE
21044C107ROADSuntx Capital Management Corp$3.5M0.49%39,177CommonNONE
946784105WAYWaystar Holding Corp$3.5M0.49%94,223CommonNONE
615394202MOG/AMoog Inc$3.4M0.48%17,338CommonNONE
398182303AHRAmerican Healthcare REIT Inc$3.4M0.48%119,213CommonNONE
04041L106ARISUSDAris Water Solutions Inc$3.4M0.48%141,132CommonNONE
08160H101BHEBenchmark Electronics Inc$3.4M0.48%74,030CommonNONE
927959106VNOMUSDDiamondback Energy Inc$3.4M0.48%68,332CommonNONE
03940C100ACLXGBXArcellx Inc$3.3M0.47%43,009CommonNONE
70614W100PTONPeloton Interactive Inc$3.3M0.46%376,186CommonNONE
000360206AAONAAON Inc$3.2M0.46%27,482CommonNONE
55955D100MGNIMagnite Inc$3.2M0.45%198,276CommonNONE
87161C501SYU1Synovus Financial Corp$3.1M0.44%59,977CommonNONE
42704L104HRIHerc Holdings Inc$3.1M0.44%16,217CommonNONE
04010E109AGXArgan Inc$3.0M0.43%22,168CommonNONE
604749101MIRMMirum Pharmaceuticals Inc$3.0M0.43%72,956CommonNONE
525558201LMATLeMaitre Vascular Inc$3.0M0.42%32,340CommonNONE
67079K100SMRFluor Corp$3.0M0.42%166,150CommonNONE
G9456A100GLNGGolar LNG Ltd$3.0M0.42%70,157CommonNONE
52567D107LMNDLemonade Inc$2.9M0.41%79,812CommonNONE
52603A208LCLendingClub Corp$2.9M0.40%176,043CommonNONE
47103J105JANXJanux Therapeutics Inc$2.8M0.40%53,026CommonNONE
09352U108BLNDBlend Labs Inc$2.8M0.40%672,558CommonNONE
14888U101CPRXCatalyst Pharmaceuticals Inc$2.8M0.40%134,124CommonNONE
552690109MDUMDU Resources Group Inc$2.8M0.39%154,285CommonNONE
85914M107STEPStepStone Group Inc$2.7M0.38%46,415CommonNONE
03945R102ACHRArcher Aviation Inc$2.7M0.38%273,506CommonNONE
Y95308105WVEWaVe Life Sciences Ltd$2.7M0.38%214,717CommonNONE
44951W106IESCIES Holdings Inc$2.6M0.37%12,828CommonNONE
300426103ECGEverus Construction Group Inc$2.5M0.36%38,559CommonNONE
624756102MLIMueller Industries Inc$2.5M0.36%31,804CommonNONE
88080T104WULFTerawulf Inc$2.5M0.36%444,094CommonNONE
72147K108PPCJBS S/A$2.4M0.35%53,750CommonNONE
28036F105EWTXEdgewise Therapeutics Inc$2.4M0.35%91,333CommonNONE
901109108TPCTutor Perini Corp$2.3M0.32%93,650CommonNONE
407497106HLNEHamilton Lane Inc$2.2M0.31%14,815CommonNONE
88262P102TPLTexas Pacific Land Corp$2.1M0.30%1,904CommonNONE
23834J201DAVEDave Inc$2.0M0.28%22,893CommonSOLE
00217D100ASTSAST SpaceMobile Inc$1.9M0.26%88,535CommonNONE
M98068105WIXWix.com Ltd$1.8M0.26%8,555CommonNONE
88557W101QFINQifu Technology Inc$1.7M0.24%45,021CommonNONE
75644T100RCATRed Cat Holdings Inc$1.5M0.22%119,235CommonSOLE
15101Q207CLSCelestica Inc$1.5M0.21%15,774CommonNONE
29269R105EFXTEnerflex Ltd$1.4M0.20%144,407CommonNONE
89346D107TACTransAlta Corp$1.4M0.20%98,871CommonNONE
68386H103OPFIOppFi Inc$1.4M0.20%182,108CommonSOLE
G87264100TGLSEnergy Holding Corp$1.4M0.19%17,020CommonNONE
120076104BBWBuild-A-Bear Workshop Inc$1.3M0.19%28,441CommonSOLE
92557A101DSPIAC Inc$1.3M0.18%68,073CommonSOLE
29772L108ETONEton Pharmaceuticals Inc$1.3M0.18%95,019CommonSOLE
249906108DSGXDescartes Systems Group Inc/The$1.2M0.18%10,903CommonNONE
496719105KINSKingstone Cos Inc$1.2M0.17%80,387CommonSOLE
36168Q104GFLGFL Environmental Inc$1.2M0.17%27,267CommonNONE
M87915274TSEMTower Semiconductor Ltd$1.2M0.17%23,377CommonNONE
438333106HNSTHonest Co Inc/The$1.2M0.17%171,229CommonSOLE
29667J101ESQEsquire Financial Holdings Inc$1.2M0.17%14,776CommonSOLE
89421Q205TZOOTravelzoo$1.2M0.16%58,187CommonSOLE
878972108TECXTectonic Therapeutic Inc$1.2M0.16%25,061CommonSOLE
700215304TRAKReposiTrak Inc$1.2M0.16%52,130CommonSOLE
64111Q104NTGRNETGEAR Inc$1.2M0.16%41,361CommonSOLE
26740W109QBTSD-Wave Quantum Inc$1.1M0.16%134,014CommonSOLE
02875D109AOUTAmerican Outdoor Brands Inc$1.1M0.16%73,613CommonSOLE
566330106MCSMarcus Corp/The$1.1M0.16%51,751CommonSOLE
74766W108QUBTQuantum Computing Inc$1.1M0.16%67,054CommonSOLE
532257805LPTHLightPath Technologies Inc$1.1M0.16%312,145CommonSOLE
63886Q109NGSNatural Gas Services Group Inc$1.1M0.15%40,617CommonSOLE
683797104OPYOppenheimer Holdings Inc$1.1M0.15%16,843CommonSOLE
12448X201BYRNByrna Technologies Inc$1.1M0.15%37,433CommonSOLE
G3934V109GENIGenius Sports Ltd$1.1M0.15%122,594CommonNONE
124155102BFLYButterfly Network Inc$1.1M0.15%338,586CommonSOLE
53222K205LFVNLifevantage Corp$1.1M0.15%60,243CommonSOLE
946760105CLMBClimb Global Solutions Inc$1.1M0.15%8,303CommonSOLE
74265M205PDEXPro-Dex Inc$1.0M0.15%22,399CommonSOLE
33767E202FSVFirstService Corp$1.0M0.15%5,749CommonNONE
138103106UTE0Cantaloupe Inc$1.0M0.15%108,140CommonSOLE
311642102FAROFARO Technologies Inc$1.0M0.14%40,251CommonSOLE
433539202HIPOHippo Holdings Inc$1.0M0.14%38,095CommonSOLE
666762109NRIMNorthrim BanCorp Inc$1.0M0.14%13,043CommonSOLE
G3R239101GAMBGambling.com Group Ltd$1.0M0.14%71,467CommonSOLE
50216C108LYTSLSI Industries Inc$1.0M0.14%51,616CommonSOLE
29271Q103ESOAEnergy Services of America Corp$985,7360.14%78,109CommonSOLE
04302A104AIPArteris Inc$982,6830.14%96,436CommonSOLE
73931J109AIOTPowerfleet Inc NJ$976,4760.14%146,618CommonSOLE
66405S100NBNNortheast Bank$975,2730.14%10,632CommonSOLE
74158E104PNRGPrimeEnergy Resources Corp$964,8780.14%4,394CommonSOLE
733245104PRCHPorch Group Inc$960,9600.14%195,317CommonSOLE
69002R103TEADOutbrain Inc$954,9540.14%133,002CommonSOLE
139737100CBNKCapital Bancorp Inc$946,5990.13%33,214CommonSOLE
75704L104RDVTFluent Inc$941,9240.13%26,020CommonSOLE
53263P105LMBLimbach Holdings Inc$941,0260.13%11,001CommonSOLE
343389409FTKFlotek Industries Inc$940,8490.13%98,725CommonSOLE
667746101NWPXNorthwest Pipe Co$932,3830.13%19,320CommonSOLE
55380K109MPTIM-Tron Industries Inc$929,2750.13%19,188CommonSOLE
285409108ELMDElectromed Inc$913,8930.13%30,927CommonSOLE
450913108IAGIAMGOLD Corp$907,5840.13%175,678CommonNONE
88422P109TCBXThird Coast Bancshares Inc$903,7150.13%26,619CommonSOLE
011532108AGIAlamos Gold Inc$897,9040.13%48,694CommonNONE
12634H200PMTSCPI Card Group Inc$895,0860.13%29,946CommonSOLE
05587G203BKTIBK Technologies Corp$891,4370.13%25,997CommonSOLE
457642205INODInnodata Inc$888,6070.13%22,485CommonSOLE
75282U104RNGRRanger Energy Holdings LLC$884,9760.13%57,169CommonSOLE
02913V103APEIAmerican Public Education Inc$881,0480.12%40,846CommonSOLE
192005106CDXSCodexis Inc$869,2040.12%182,223CommonSOLE
56146T103MAMAMama's Creations Inc$864,4640.12%108,601CommonSOLE
461804106ITICInvestors Title Co$850,4420.12%3,592CommonSOLE
83089J108SKYTSkyWater Technology Inc$849,6660.12%61,570CommonSOLE
913290102UNTYUnity Bancorp Inc$843,9410.12%19,352CommonSOLE
913915104UTIUniversal Technical Institute Inc$840,1510.12%32,678CommonSOLE
339382103FLXSFlexsteel Industries Inc$819,9360.12%15,089CommonSOLE
747301109QUADQuad/Graphics Inc$819,2820.12%117,544CommonSOLE
970646105WLFCWillis Lease Finance Corp$818,5770.12%3,944CommonSOLE
81684M104SMLRSemler Scientific Inc$804,8160.11%14,904CommonSOLE
24661P807DCTHDelcath Systems Inc$787,9820.11%65,447CommonSOLE
16934W106CMRXEURChimerix Inc$785,7040.11%225,777CommonSOLE
453838609IBCPIndependent Bank Corp/MI$783,8840.11%22,506CommonSOLE
02080L102TKNOTelegraph Hill Partners Management Co LL$765,9620.11%91,732CommonSOLE
909214306UISUnisys Corp$764,0880.11%120,709CommonSOLE
533535100LINCLincoln Educational Services Corp$759,4390.11%48,005CommonSOLE
98422E103XERSXeris Biopharma Holdings Inc$753,8580.11%222,377CommonSOLE
358010106FEIMFrequency Electronics Inc$753,7640.11%40,700CommonSOLE
171077407NAGEChromaDex Corp$746,0320.11%140,628CommonSOLE
18507C103CLPTClearPoint Neuro Inc$738,7630.10%48,034CommonSOLE
62857J201MYOMyomo Inc$723,9200.10%112,410CommonSOLE
50736T102LSFLaird Superfood Inc$721,2170.10%91,525CommonSOLE
04965B100ATOMAtomera Inc$709,6530.10%61,177CommonSOLE
714167103PPIHPerma-Pipe International Holdings Inc$707,6430.10%47,334CommonSOLE
29460X109EQBKEquity Bancshares Inc$707,3960.10%16,676CommonSOLE
848560306SPIRSpire Global Inc$699,9260.10%49,746CommonSOLE
714266103PPTAPerpetua Resources Corp$687,5430.10%64,437CommonSOLE
384556106GHMGraham Corp$684,7050.10%15,397CommonSOLE
843878307SSBKSouthern States Bancshares Inc$670,9630.10%20,143CommonSOLE
687380105ORRFOrrstown Financial Services Inc$669,9260.09%18,299CommonSOLE
33741H107FUNCFirst United Corp$657,6150.09%19,508CommonSOLE
664121100NECBNortheast Community Bancorp Inc$646,4780.09%26,430CommonSOLE
63888U108NGVCNatural Grocers by Vitamin Cottage Inc$644,1000.09%16,216CommonSOLE
81728J109SRTSSensus Healthcare Inc$637,3530.09%92,103CommonSOLE
600551204MLRMiller Industries Inc/TN$623,6650.09%9,542CommonSOLE
35834F104TEFreyr Battery Inc$614,3470.09%238,119CommonSOLE
05463X106AXGNAxogen Inc$602,2950.09%36,547CommonSOLE
83190L208SMBKSmartFinancial Inc$579,1400.08%18,694CommonSOLE
06652N107BSVNBank7 Corp$570,0450.08%12,217CommonSOLE
14070B309CAPRCapricor Therapeutics Inc$528,2090.07%38,276CommonSOLE
83946P107SPFISouth Plains Financial Inc$479,9670.07%13,812CommonSOLE
030111207AMSCAmerican Superconductor Corp$467,1570.07%18,967CommonSOLE
296650104ESPEspey Mfg. & Electronics Corp$461,6870.07%15,313CommonSOLE
28617K101ELDNEledon Pharmaceuticals Inc$451,3670.06%109,555CommonSOLE
800677106SGMOSangamo Therapeutics Inc$255,8050.04%250,789CommonSOLE

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.