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Informed Momentum Co LLC

Q3 2025 · 13F-HR

Informed Momentum Co LLCholdings as filed

Filed 2025-11-14 · accession 0001104659-25-112235

$872.2M
Reported value
254
Positions
2025-09-30
Period end
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The Brief · Informed Momentum Co LLC · Q3 2025

AI · grounded in 13F

Informed Momentum Co LLC established a new position in Credo Technology Group Holding Ltd CRDO worth $12.9M. The fund also initiated stakes in Kratos Defense & Security Solutions Inc KTOS for $12.5M and Sterling Infrastructure Inc STRL for $9.9M. Other new additions include Primoris Services Corp PRIM, Rambus Inc RMBS, and IonQ Inc IONQ.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G25457105CRDOCredo Technology Group Holding Ltd$12.9M1.48%90,298CommonNONE
50077B207KTOSKratos Defense & Security Solutions Inc$12.5M1.43%138,988CommonNONE
859241101STRLSterling Infrastructure Inc$9.9M1.13%29,609CommonNONE
74164F103PRIMPrimoris Services Corp$9.2M1.05%67,981CommonNONE
750917106RMBSRambus Inc$9.1M1.05%89,201CommonNONE
46222L108IONQIonQ Inc$9.1M1.04%149,873CommonNONE
87305R109TTMITTM Technologies Inc$8.4M0.97%148,595CommonNONE
007973100AEISAdvanced Energy Industries Inc$8.4M0.96%50,153CommonNONE
46429B614SMINBlackrock Inc$8.3M0.95%115,775CommonSOLE
G3323L100FNFabrinet$8.2M0.94%22,907CommonNONE
65487K100LASRnLight Inc$8.1M0.93%277,830CommonNONE
78473E103SPXCSPX Technologies Inc$8.1M0.93%44,117CommonNONE
008073108AVAVAeroVironment Inc$8.1M0.93%26,094CommonNONE
093712107BEBloom Energy Corp$7.9M0.90%94,820CommonNONE
87422Q109TLNTalen Energy Corp$7.8M0.89%18,521CommonNONE
532206109LIFLife360 Inc$7.7M0.89%73,855CommonNONE
90041L105TPBTurning Point Brands Inc$7.7M0.88%78,601CommonNONE
171757206CDTXCidara Therapeutics Inc$7.5M0.86%79,012CommonNONE
98983L108ZWSZurn Elkay Water Solutions Corp$7.3M0.84%158,124CommonNONE
45867G101IDCCInterDigital Inc$7.3M0.84%21,526CommonNONE
518613203LAURLaureate Education Inc$7.0M0.81%227,016CommonNONE
55024U109LITELumentum Holdings Inc$6.8M0.78%42,570CommonNONE
457669307INSMInsmed Inc$6.8M0.78%47,972CommonNONE
942749102WTSWatts Water Technologies Inc$6.8M0.78%24,719CommonNONE
44951W106IESCIES Holdings Inc$6.7M0.77%17,201CommonNONE
296315104ESEESCO Technologies Inc$6.7M0.76%32,109CommonNONE
00737L103CVSAAdtalem Global Education Inc$6.5M0.74%42,591CommonNONE
05605H100BWXTBWX Technologies Inc$6.4M0.73%35,335CommonNONE
450056106IRTCiRhythm Technologies Inc$6.4M0.73%37,841CommonNONE
82982T106SITMSiTime Corp$6.3M0.73%21,362CommonNONE
120076104BBWBuild-A-Bear Workshop Inc$6.3M0.72%97,938CommonNONE
038169207APLDApplied Digital Corp$6.2M0.71%276,056CommonNONE
21044C107ROADSuntx Capital Management Corp$6.2M0.71%49,388CommonNONE
80004C200SNDKSandisk Corp/DE$6.2M0.71%55,742CommonNONE
901109108TPCTutor Perini Corp$6.1M0.70%94,547CommonNONE
733245104PRCHPorch Group Inc$5.8M0.67%352,290CommonNONE
97717P104WTWisdomTree Inc$5.8M0.67%427,571CommonNONE
76243J105RYTMRhythm Pharmaceuticals Inc$5.8M0.67%58,480CommonNONE
046433108ATROAstronics Corp$5.8M0.66%128,674CommonNONE
13100M509CALXCalix Inc$5.8M0.66%95,612CommonNONE
422704106HLHecla Mining Co$5.8M0.66%484,332CommonNONE
651587107NEUNewMarket Corp$5.7M0.65%6,968CommonNONE
553368101MPMP Materials Corp$5.6M0.65%85,522CommonNONE
801056102SANMSanmina Corp$5.6M0.64%49,142CommonNONE
72703X106PLPlanet Labs PBC$5.4M0.62%426,574CommonNONE
72407810062CPiper Sandler Cos$5.4M0.62%15,805CommonNONE
04010E109AGXArgan Inc$5.4M0.62%20,201CommonNONE
02156V109OKLOOklo Inc$5.4M0.61%48,732CommonNONE
10950A106BTSGBrightSpring Health Services Inc$5.3M0.61%183,362CommonNONE
00650F109ADPTAdaptive Biotechnologies Corp$5.3M0.61%358,654CommonNONE
53220K504LGNDLigand Pharmaceuticals Inc$5.3M0.60%30,175CommonNONE
74366E102PTGXProtagonist Therapeutics Inc$5.2M0.60%80,067CommonNONE
55955D100MGNIMagnite Inc$5.2M0.59%241,943CommonNONE
94419L101WWayfair Inc$5.2M0.59%58,669CommonNONE
03214Q108AMPXAmprius Technologies Inc$5.1M0.58%488,530CommonNONE
98423F109XMTRXometry Inc$5.1M0.58%94,681CommonNONE
20337X109VISNCommScope Holding Co Inc$5.0M0.58%330,533CommonNONE
48238T109OPLNOPENLANE Inc$5.0M0.57%176,799CommonNONE
73933G202PSIXPower Solutions International Inc$5.0M0.57%51,698CommonNONE
89532M101TRVITrevi Therapeutics Inc$5.0M0.57%549,479CommonNONE
10806X102BBIOBridgebio Pharma Inc$5.0M0.57%97,116CommonNONE
15118V207CELHCelsius Holdings Inc$5.0M0.57%87,567CommonNONE
76118Y104REZIResideo Technologies Inc$4.9M0.57%116,372CommonNONE
20459V105GPGICompoSecure Inc$4.9M0.56%239,676CommonNONE
030111207AMSCAmerican Superconductor Corp$4.9M0.56%83,977CommonNONE
558868105MDGLMadrigal Pharmaceuticals Inc$4.9M0.56%10,844CommonNONE
254067101DDSDillard's Inc$4.9M0.56%8,079CommonNONE
98422E103XERSXeris Biopharma Holdings Inc$4.9M0.56%603,101CommonNONE
714266103PPTAPerpetua Resources Corp$4.8M0.55%240,460CommonNONE
603170101MLYSMineralys Therapeutics Inc$4.8M0.55%127,547CommonNONE
398182303AHRAmerican Healthcare REIT Inc$4.7M0.54%114,526CommonNONE
15643U104LEUCentrus Energy Corp$4.7M0.54%15,421CommonNONE
10948W103AAMIAcadian Asset Management Inc$4.7M0.54%99,149CommonNONE
26740W109QBTSD-Wave Quantum Inc$4.6M0.53%190,617CommonNONE
192108504CDECoeur Mining Inc$4.6M0.53%248,780CommonNONE
18507C103CLPTClearPoint Neuro Inc$4.6M0.52%211,664CommonNONE
257554105DOMODomo Inc$4.6M0.52%290,661CommonSOLE
604749101MIRMMirum Pharmaceuticals Inc$4.5M0.52%63,077CommonNONE
278768106SATSEchoStar Corp$4.5M0.52%60,295CommonNONE
88080T104WULFTerawulf Inc$4.5M0.52%402,459CommonNONE
978097103WWWWolverine World Wide Inc$4.5M0.52%167,316CommonNONE
118440106BKEBuckle Inc/The$4.5M0.52%78,054CommonNONE
485924104KRMNKarman Holdings Inc$4.5M0.51%63,087CommonNONE
609027107MCRIMonarch Casino & Resort Inc$4.5M0.51%42,886CommonNONE
40131M109GHGuardant Health Inc$4.5M0.51%72,495CommonNONE
589378108MRCYMercury Systems Inc$4.4M0.51%58,309CommonNONE
782011100RSIRush Street Interactive Inc$4.4M0.51%219,612CommonNONE
M7S64L123PGYPagaya Technologies Ltd$4.4M0.50%150,692CommonNONE
640268306NKTRNektar Therapeutics$4.4M0.50%78,209CommonNONE
125141101CECOCECO Environmental Corp$4.4M0.50%86,838CommonNONE
02081G201ATECAlphatec Holdings Inc$4.3M0.50%303,208CommonNONE
443628102HBMHudbay Minerals Inc$4.3M0.50%285,009CommonSOLE
916896103UECUranium Energy Corp$4.3M0.49%328,667CommonNONE
767292105RIOTRiot Platforms Inc$4.3M0.49%230,266CommonNONE
496902404KGCKinross Gold Corp$4.3M0.49%173,549CommonSOLE
M87915274TSEMTower Semiconductor Ltd$4.3M0.49%59,396CommonSOLE
04247X102AWIArmstrong World Industries Inc$4.3M0.49%22,264CommonNONE
671044105OSISOSI Systems Inc$4.3M0.49%17,440CommonNONE
Q4982L109IRENIREN Ltd$4.3M0.49%91,019CommonSOLE
7495271071RGAmerican Industrial Partners LP$4.2M0.49%76,138CommonNONE
15102K100CELCCelcuity Inc$4.2M0.49%87,292CommonNONE
M3760D101ESLTElbit Systems Ltd$4.2M0.48%8,317CommonSOLE
52567D107LMNDLemonade Inc$4.2M0.48%79,626CommonNONE
71742Q106PAHCPhibro Animal Health Corp$4.2M0.48%104,629CommonNONE
09263B207BKSYBlackSky Technology Inc$4.2M0.48%208,496CommonNONE
19046P209CCBCoastal Financial Corp/WA$4.2M0.48%39,011CommonNONE
91688F104UPWKUpwork Inc$4.1M0.47%224,598CommonNONE
88556E102TDUPThredUp Inc$4.1M0.47%434,314CommonNONE
284902509EGOEldorado Gold Corp$4.1M0.46%140,396CommonSOLE
55087P104LYFTLyft Inc$4.0M0.46%185,392CommonNONE
68989M202OUSTOuster Inc$3.9M0.45%145,337CommonNONE
H8088L103SRADSportradar Group AG$3.8M0.44%142,007CommonSOLE
264147109DCODucommun Inc$3.8M0.43%39,801CommonNONE
077347300BELFBBel Fuse Inc$3.7M0.43%27,009CommonNONE
M6191J100FROGJFrog Ltd$3.7M0.43%80,485CommonNONE
G52694109KNSAKiniksa Pharmaceuticals International Pl$3.7M0.43%97,939CommonNONE
05969A105TBBKBancorp Inc/The$3.7M0.42%49,891CommonNONE
52635N103LENZLENZ Therapeutics Inc$3.7M0.42%80,187CommonNONE
302301106EZPWEZCORP Inc$3.7M0.42%195,588CommonNONE
92552V100VSATViasat Inc$3.6M0.41%124,412CommonNONE
234264109DAKTDaktronics Inc$3.6M0.41%174,210CommonNONE
836100107SOUNSoundHound AI Inc$3.6M0.41%226,066CommonNONE
462222100IONSIonis Pharmaceuticals Inc$3.5M0.41%54,977CommonNONE
42727J102HRTGHeritage Insurance Holdings Inc$3.5M0.40%140,319CommonNONE
705573103PEGAPegasystems Inc$3.5M0.40%61,454CommonNONE
60471A101MIRWatling Street Capital Partners LLP$3.4M0.38%146,731CommonNONE
17253J106CIFRBitfury Holding BV$3.3M0.38%270,242CommonNONE
252828108DNTHDianthus Therapeutics Inc$3.3M0.38%86,337CommonNONE
228903100AORTArtivion Inc$3.3M0.38%79,155CommonNONE
96924N100WLDNWilldan Group Inc$3.3M0.38%34,639CommonNONE
773121108RKLBRocket Lab Corp$3.2M0.37%68,776CommonNONE
378973507GSATGlobalstar Inc$3.2M0.37%89,982CommonNONE
75134P600METCYorktown Partners LLC$3.2M0.37%98,585CommonNONE
918284100VSECVSE Corp$3.2M0.37%19,669CommonNONE
501575104KYMRKymera Therapeutics Inc$3.2M0.37%57,585CommonNONE
29786A106ETSYEtsy Inc$3.2M0.36%48,436CommonNONE
267475101DYDycom Industries Inc$3.2M0.36%10,977CommonNONE
74766W108QUBTQuantum Computing Inc$3.1M0.36%173,779CommonNONE
63845R107EYENational Vision Holdings Inc$3.1M0.35%106,740CommonNONE
292671708UUUUEnergy Fuels Inc/Canada$3.0M0.34%198,986CommonNONE
85472N109STNStantec Inc$3.0M0.34%27,478CommonSOLE
G0260P102ASAmer Sports Holding Cayman Ltd$2.9M0.33%84,023CommonNONE
98585N106YEXTYext Inc$2.8M0.32%335,421CommonNONE
04206A101ARLOArlo Technologies Inc$2.8M0.32%167,598CommonNONE
86150R107STOKStoke Therapeutics Inc$2.8M0.32%120,181CommonNONE
23204G100CUBICustomers Bancorp Inc$2.8M0.32%43,176CommonNONE
23834J201DAVEDave Inc$2.7M0.31%13,564CommonNONE
781154109RBRKRubrik Inc$2.6M0.30%32,622CommonNONE
40416E103HCIHCI Group Inc$2.6M0.30%13,740CommonNONE
44812J104HUTHut 8 Corp$2.6M0.30%75,134CommonNONE
75383L102RAPPRapport Therapeutics Inc$2.5M0.29%87,272CommonNONE
681116109OLLIOllie's Bargain Outlet Holdings Inc$2.4M0.28%19,029CommonNONE
171077407NAGENiagen Bioscience Inc$2.4M0.27%260,045CommonNONE
30049H102EVLVEvolv Technologies Holdings Inc$2.4M0.27%316,307CommonNONE
74017N105PGENPrecigen Inc$2.2M0.25%677,370CommonNONE
917047102URBNUrban Outfitters Inc$2.2M0.25%30,771CommonNONE
65406E102NICNicolet Bankshares Inc$2.1M0.25%16,236CommonNONE
532257805LPTHLightPath Technologies Inc$2.1M0.24%269,272CommonSOLE
75644T100RCATRed Cat Holdings Inc$2.1M0.24%209,270CommonNONE
81663L200WGSGeneDx Holdings Corp$2.0M0.23%18,638CommonNONE
02913V103APEIAmerican Public Education Inc$2.0M0.22%49,562CommonSOLE
645827205IDRIdaho Strategic Resources Inc$1.9M0.22%56,617CommonSOLE
78435P105SEZLSezzle Inc$1.8M0.20%22,754CommonNONE
G4690M101IBEXIBEX Holdings Ltd$1.7M0.20%42,190CommonSOLE
05587G203BKTIBK Technologies Corp$1.7M0.20%20,190CommonSOLE
68401U204OPRXOptimizeRx Corp$1.6M0.18%77,087CommonSOLE
358010106FEIMFrequency Electronics Inc$1.6M0.18%46,466CommonSOLE
75704L104RDVTFluent Inc$1.6M0.18%30,147CommonSOLE
68236H204ONDSOndas Holdings Inc$1.5M0.17%192,172CommonSOLE
45675Y104IIIInformation Services Group Inc$1.4M0.17%252,044CommonSOLE
019330109ALNTAllient Inc$1.4M0.16%31,809CommonSOLE
863111100STRTStrattec Security Corp$1.4M0.16%20,705CommonSOLE
677864100ODCOil-Dri Corp of America$1.4M0.16%22,705CommonSOLE
103002101BWMNBowman Consulting Group Ltd$1.3M0.15%31,757CommonSOLE
628877201NCSMAdvent International LP$1.3M0.15%25,802CommonSOLE
30068X103XGNExagen Inc$1.3M0.15%117,558CommonSOLE
620071100MPAAMotorcar Parts of America Inc$1.3M0.15%77,009CommonSOLE
06654A103BWFGBankwell Financial Group Inc$1.2M0.14%28,092CommonSOLE
53224K302LTBRLightbridge Corp$1.2M0.14%57,334CommonSOLE
05637B105BLZEBackblaze Inc$1.2M0.14%129,095CommonSOLE
61023L207MNPRMonopar Therapeutics Inc$1.2M0.14%14,629CommonSOLE
911549103UAMYUnited States Antimony Corp$1.2M0.14%190,683CommonSOLE
749360400RCMTRCM Technologies Inc$1.2M0.13%43,927CommonSOLE
29667J101ESQEsquire Financial Holdings Inc$1.2M0.13%11,407CommonSOLE
00760J108AEHRAehr Test Systems$1.2M0.13%38,538CommonSOLE
29772L108ETONEton Pharmaceuticals Inc$1.1M0.13%52,897CommonSOLE
G1757E113CMCLCaledonia Mining Corp PLC$1.1M0.13%30,463CommonSOLE
400764106GNTYUSDGuaranty Bancshares Inc/TX$1.1M0.13%22,432CommonSOLE
70014A104PKEPark Aerospace Corp$1.1M0.12%51,646CommonSOLE
34984V209FETForum Energy Technologies Inc$1.0M0.12%38,453CommonSOLE
03237H101AMLXAmylyx Pharmaceuticals Inc$1.0M0.12%75,111CommonSOLE
766559702RIGLRigel Pharmaceuticals Inc$1.0M0.12%35,915CommonSOLE
359523107FTEKFuel Tech Inc$1.0M0.12%338,712CommonSOLE
17306X102CTRNCiti Trends Inc$1.0M0.11%32,227CommonSOLE
56146T103MAMAMama's Creations Inc$997,5880.11%94,918CommonSOLE
75902K106RMRegional Management Corp$984,1690.11%25,261CommonSOLE
88422P109TCBXThird Coast Bancshares Inc$979,0940.11%25,786CommonSOLE
87969B101TLSTelos Corp$978,9130.11%143,116CommonSOLE
749552105RFILRF Industries Ltd$974,1930.11%118,371CommonSOLE
G8807B106TBPHTheravance Biopharma Inc$967,3670.11%66,258CommonSOLE
69120X206OWLTOwlet Inc$941,4910.11%111,156CommonSOLE
496904202KFSKingsway Financial Services Inc$933,0190.11%63,818CommonSOLE
21676P103CPSCooper-Standard Holdings Inc$924,8750.11%25,044CommonSOLE
02927U208ARECAmerican Resources Corp$917,3470.11%339,758CommonSOLE
343389409FTKFlotek Industries Inc$913,8580.10%62,593CommonSOLE
500600101KOPNKopin Corp$895,6960.10%368,599CommonSOLE
456237106ILPTIndustrial Logistics Properties Trust$879,1700.10%150,801CommonSOLE
92333E104VENUVenu Holding Corp$877,3310.10%68,488CommonSOLE
68247W109OSSOne Stop Systems Inc$873,5350.10%162,973CommonSOLE
37364X109GEOSGeospace Technologies Corp$869,0700.10%45,837CommonSOLE
45817G201IDNIntellicheck Inc$855,4680.10%164,513CommonSOLE
958892101WNEBWestern New England Bancorp Inc$852,5300.10%70,985CommonSOLE
03843E104AQSTAquestive Therapeutics Inc$851,5360.10%152,332CommonSOLE
83418M103SEISolaris Energy Infrastructure Inc$849,8020.10%21,261CommonSOLE
516548203LTRXLantronix Inc$820,9050.09%179,629CommonSOLE
531914109LWAYLifeway Foods Inc$801,7640.09%28,882CommonSOLE
76674Q107RMNIRimini Street Inc$799,7230.09%170,881CommonSOLE
65443P102MASS908 Devices Inc$758,5720.09%86,595CommonSOLE
23130Q107CURICuriosityStream Inc$754,1900.09%142,300CommonSOLE
358435105FRDFriedman Industries Inc$749,3130.09%34,223CommonSOLE
53566P109LCTXLineage Cell Therapeutics Inc$747,3530.09%442,221CommonSOLE
045396207ASMBAssembly Biosciences Inc$744,2430.09%29,072CommonSOLE
817070501SENEASeneca Foods Corp$740,7920.08%6,863CommonSOLE
38341P102GOSSGossamer Bio Inc$732,2500.08%278,422CommonSOLE
683827208OCCOptical Cable Corp$714,8040.08%88,030CommonSOLE
40609P105HNRGHallador Energy Co$689,5490.08%35,235CommonSOLE
68384X209OPXSOptex Systems Holdings Inc$680,0380.08%52,757CommonSOLE
03211Q200AMPGAmpliTech Group Inc$679,5050.08%174,680CommonSOLE
28225C806EGANeGain Corp$679,1190.08%77,970CommonSOLE
05614L209BWBabcock & Wilcox Enterprises Inc$671,6860.08%231,616CommonSOLE
33938T104FSIFlexible Solutions International Inc$666,8470.08%69,175CommonSOLE
156727109CRNCCerence Inc$662,0500.08%53,134CommonSOLE
38268T103GPROGoPro Inc$658,1290.08%310,438CommonSOLE
02451V309ABATAmerican Battery Technology Co$657,4460.08%135,277CommonSOLE
00218A105ASPIASP Isotopes Inc$655,5840.08%68,148CommonSOLE
87876P201TGENTecogen Inc$652,8300.07%74,101CommonSOLE
205684202CHCIComstock Holding Cos Inc$641,1540.07%45,764CommonSOLE
08774B508BETRBetter Home & Finance Holding Co$638,7050.07%11,377CommonSOLE
68236X100TOIOncology Institute Inc/The$636,9560.07%182,509CommonSOLE
48115J109DERMFortress Biotech Inc$636,4500.07%89,389CommonSOLE
384556106GHMGraham Corp$635,3580.07%11,573CommonSOLE
59503A204MBOTMicrobot Medical Inc$632,3320.07%207,322CommonSOLE
46604H204IZEAIZEA Worldwide Inc$618,0330.07%166,138CommonSOLE
62548M209CTEVClaritev Corp$614,8260.07%11,583CommonSOLE
B5950S113MDXHMDxHealth SA$594,1770.07%127,780CommonSOLE
913290102UNTYUnity Bancorp Inc$580,1360.07%11,871CommonSOLE
78642D101SPAISafe Pro Group Inc$549,1750.06%78,230CommonSOLE
G0567U127ARQQArqit Quantum Inc$547,2280.06%14,122CommonSOLE
84833T103SPROSpero Therapeutics Inc$530,9970.06%282,445CommonSOLE
68386H103OPFIOppFi Inc$521,6110.06%46,038CommonSOLE
34988V106FOSLFossil Group Inc$516,2980.06%200,894CommonSOLE
84920Y106SPWHSportsman's Warehouse Holdings Inc$501,2320.06%180,950CommonSOLE
714167103PPIHPerma-Pipe International Holdings Inc$478,4640.05%20,421CommonSOLE
040044109ARENB Riley Financial Inc$434,3780.05%79,411CommonSOLE

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.