Informed Momentum Co LLC

Informed Momentum Co LLC reported 268 holdings worth US$1.12B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Informed Momentum Co LLC reported 268 holdings worth US$1.12B as of Jun 30, 2026. Largest: Vicor Corporation, Bloom Energy Corporation and Guardant Health, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
268
Value as reported
US$1.12B

The filing in full

CompanySharesValue as reported% of portfolio
Vicor Corporation39,729US$15.1M1.3%
Bloom Energy Corporation49,663US$15M1.3%
Guardant Health, Inc.81,304US$12.2M1.1%
Brightspring Health Services, Inc.160KUS$11.2M1.00%
Ceco Environmental Corp.121KUS$11M0.98%
Sitime Corporation14,062US$10.5M0.93%
Sphere Entertainment Co.60,037US$10.4M0.93%
Viavi Solutions Inc.216KUS$10.3M0.92%
Semtech Corporation63,295US$10.2M0.91%
Digitalocean Holdings, Inc.60,641US$9.52M0.85%
Modine Manufacturing Company34,702US$9.27M0.83%
Revolution Medicines, Inc.49,357US$9.24M0.82%
Kulicke And Soffa Industries, Inc.67,458US$9.02M0.80%
Macom Technology Solutions Holdings, Inc.23,662US$9M0.80%
Ttm Technologies, Inc.47,850US$8.95M0.80%
Solaris Energy Infrastructure, Inc.111KUS$8.95M0.80%
Formfactor, Inc.55,601US$8.89M0.79%
Vishay Precision Group, Inc.58,571US$8.78M0.78%
Allient Inc.83,936US$8.64M0.77%
Viasat, Inc.95,690US$8.59M0.77%
Cohu, Inc.116KUS$8.55M0.76%
Dycom Industries, Inc.16,760US$8.47M0.76%
Preformed Line Products Company20,043US$8.23M0.73%
Nwpx Infrastructure, Inc.54,681US$8.2M0.73%
Enova International, Inc.33,102US$7.97M0.71%
Arteris, Inc.163KUS$7.92M0.71%
Pricesmart, Inc.40,283US$7.87M0.70%
Argan, Inc.9,619US$7.68M0.68%
Myr Group, Inc.15,158US$7.59M0.68%
Powell Industries, Inc.25,430US$7.28M0.65%
Materion Corporation24,334US$7.24M0.64%
Sanmina Corporation28,584US$7.23M0.64%
A10 Networks, Inc.189KUS$7.05M0.63%
National Energy Services Reunited Corp234KUS$6.99M0.62%
Td Synnex Corporation26,138US$6.99M0.62%
Nlight, Inc.99,725US$6.94M0.62%
Mks Inc.15,571US$6.93M0.62%
Knowles Corporation165KUS$6.84M0.61%
Graham Corporation55,217US$6.84M0.61%
The Chefs' Warehouse, Inc.70,932US$6.82M0.61%
Terawulf Inc.272KUS$6.72M0.60%
Travere Therapeutics, Inc.118KUS$6.7M0.60%
Axcelis Technologies, Inc.35,066US$6.64M0.59%
Plexus Corp.22,090US$6.64M0.59%
Ichor Holdings58,336US$6.55M0.58%
Lightpath Technologies, Inc.399KUS$6.52M0.58%
Moog Inc.15,338US$6.5M0.58%
Fuelcell Energy, Inc.179KUS$6.44M0.57%
Twist Bioscience Corporation62,564US$6.44M0.57%
Axsome Therapeutics, Inc.26,152US$6.4M0.57%
Ducommun Incorporated34,333US$6.36M0.57%
Onto Innovation Inc.16,786US$6.35M0.57%
Astronics Corporation79,042US$6.34M0.57%
Gorman-rupp Company (the)69,046US$6.33M0.56%
Lattice Semiconductor Corporation41,398US$6.33M0.56%
Bel Fuse Inc.18,924US$6.3M0.56%
Openlane, Inc.152KUS$6.29M0.56%
Pdf Solutions, Inc.88,116US$6.24M0.56%
Digi International Inc.82,333US$6.17M0.55%
Ligand Pharmaceuticals Incorporated19,498US$6.16M0.55%
Hut 8 Corp.53,067US$6.13M0.55%
Valmont Industries, Inc.10,532US$6.08M0.54%
Krystal Biotech, Inc.16,227US$6.03M0.54%
Arrow Electronics, Inc.28,081US$5.99M0.53%
Diversified Healthcare Trust639KUS$5.94M0.53%
Lindblad Expeditions Holdings Inc.209KUS$5.9M0.53%
Acadian Asset Management Inc.82,424US$5.89M0.53%
Element Solutions Inc.123KUS$5.88M0.52%
Ultra Clean Holdings, Inc.41,163US$5.87M0.52%
Mercury Systems Inc47,917US$5.86M0.52%
Planet Labs Pbc177KUS$5.86M0.52%
Sterling Infrastructure, Inc.6,973US$5.85M0.52%
Amneal Pharmaceuticals, Inc.338KUS$5.84M0.52%
Cytokinetics, Incorporated68,185US$5.81M0.52%
Xometry, Inc.59,984US$5.79M0.52%
Ionq, Inc.109KUS$5.78M0.52%
Eton Pharmaceuticals, Inc.158KUS$5.72M0.51%
Applied Digital Corporation153KUS$5.72M0.51%
Definium Therapeutics, Inc.121KUS$5.69M0.51%
Oruka Therapeutics, Inc.59,014US$5.62M0.50%
Littelfuse, Inc.12,256US$5.58M0.50%
Lincoln Educational Services Corporation110KUS$5.51M0.49%
Kodiak Gas Services, Inc.72,427US$5.44M0.48%
Enerflex Ltd.221KUS$5.42M0.48%
Anterix Inc.52,534US$5.41M0.48%
Victorias Secret & Co.64,457US$5.38M0.48%
Spyre Therapeutics, Inc.60,393US$5.36M0.48%
Generac Holdings Inc.18,274US$5.35M0.48%
The Vita Coco Company, Inc.80,850US$5.35M0.48%
Virtu Financial, Inc.89,100US$5.31M0.47%
Proto Labs, Inc.64,803US$5.28M0.47%
Aramark92,264US$5.25M0.47%
Borgwarner Inc.77,294US$5.13M0.46%
Mda Space Ltd124KUS$5.13M0.46%
Madison Square Garden Sports Corp.12,687US$5.1M0.45%
Mirum Pharmaceuticals, Inc.42,860US$5.02M0.45%
Select Water Solutions, Inc.250KUS$5M0.45%
Trevi Therapeutics, Inc.265KUS$4.94M0.44%
Immunovant, Inc.127KUS$4.9M0.44%
Life Time Group Holdings, Inc.119KUS$4.85M0.43%

Every holding of Informed Momentum Co LLC

Source

View original at SEC

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