Holdings
Informed Momentum Co LLC
As of Jun 30, 2026, Informed Momentum Co LLC reported 254 positions worth US$1.03B. Largest: Vicor Corporation, Bloom Energy Corporation and Guardant Health, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vicor Corporation | 39,729 | US$15.1M | −6,379 | Jun 30, 2026 |
| Bloom Energy Corporation | 49,663 | US$15M | −6,017 | Jun 30, 2026 |
| Guardant Health, Inc. | 81,304 | US$12.2M | new | Jun 30, 2026 |
| Brightspring Health Services, Inc. | 160K | US$11.2M | −2,532 | Jun 30, 2026 |
| Ceco Environmental Corp. | 121K | US$11M | new | Jun 30, 2026 |
| Sitime Corporation | 14,062 | US$10.5M | −2,077 | Jun 30, 2026 |
| Sphere Entertainment Co. | 60,037 | US$10.4M | −946 | Jun 30, 2026 |
| Viavi Solutions Inc. | 216K | US$10.3M | −53,956 | Jun 30, 2026 |
| Semtech Corporation | 63,295 | US$10.2M | new | Jun 30, 2026 |
| Digitalocean Holdings, Inc. | 60,641 | US$9.52M | −7,348 | Jun 30, 2026 |