Informed Momentum Co LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$641K
Holdings
231
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (231 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMCIUSDSuper Micro Computer Inc | 15,902 | $16K | 2.50% | |
| 2 | FIPFTAI Aviation Ltd | 283,550 | $7K | 1.09% | |
| 3 | DYDycom Industries Inc | 35,214 | $5K | 0.78% | |
| 4 | SGSweetgreen Inc | 208,348 | $5K | 0.78% | |
| 5 | FIXComfort Systems USA Inc | 18,129 | $5K | 0.78% | |
| 6 | IBPInstalled Building Products Inc | 19,327 | $5K | 0.78% | |
| 7 | DRSLeonardo SpA | 234,278 | $5K | 0.78% | |
| 8 | RHPRyman Hospitality Properties Inc | 43,500 | $5K | 0.78% | |
| 9 | AITApplied Industrial Technologies Inc | 29,927 | $5K | 0.78% | |
| 10 | VKTXViking Therapeutics Inc | 73,063 | $5K | 0.78% | |
| 11 | AAONAAON Inc | 62,621 | $5K | 0.78% | |
| 12 | NXTNEXTracker Inc | 102,940 | $5K | 0.78% | |
| 13 | POSTPost Holdings Inc | 38,095 | $4K | 0.62% | |
| 14 | ALSNAllison Transmission Holdings Inc | 53,504 | $4K | 0.62% | |
| 15 | UFPTUFP Technologies Inc | 17,713 | $4K | 0.62% | |
| 16 | 07WAMr Cooper Group Inc | 59,644 | $4K | 0.62% | |
| 17 | ONTOOnto Innovation Inc | 26,017 | $4K | 0.62% | |
| 18 | ACLXArcellx Inc | 66,052 | $4K | 0.62% | |
| 19 | FRPTFreshpet Inc | 35,337 | $4K | 0.62% | |
| 20 | QTWOQ2 Holdings Inc | 92,749 | $4K | 0.62% | |
| 21 | AZEKAZEK Co Inc/The | 81,064 | $4K | 0.62% | |
| 22 | AWIArmstrong World Industries Inc | 32,820 | $4K | 0.62% | |
| 23 | JPXAeroVironment Inc | 27,622 | $4K | 0.62% | |
| 24 | CAVACava Group Inc | 61,236 | $4K | 0.62% | |
| 25 | EVREvercore Inc | 21,457 | $4K | 0.62% | |
| 26 | MCYMercury General Corp | 78,118 | $4K | 0.62% | |
| 27 | HEESEURH&E Equipment Services Inc | 69,332 | $4K | 0.62% | |
| 28 | VRTVertiv Holdings Co | 52,506 | $4K | 0.62% | |
| 29 | VCELVericel Corp | 83,527 | $4K | 0.62% | |
| 30 | ESABEsab Corp | 41,479 | $4K | 0.62% | |
| 31 | BWXTBWX Technologies Inc | 39,869 | $4K | 0.62% | |
| 32 | LYFTLyft Inc | 228,898 | $4K | 0.62% | |
| 33 | SSDSimpson Manufacturing Co Inc | 23,115 | $4K | 0.62% | |
| 34 | INFA1EURInformatica Inc | 138,058 | $4K | 0.62% | |
| 35 | MKSIMKS Instruments Inc | 31,860 | $4K | 0.62% | |
| 36 | NTNXNutanix Inc | 67,592 | $4K | 0.62% | |
| 37 | VVVValvoline Inc | 92,036 | $4K | 0.62% | |
| 38 | GMS1EURGMS Inc | 45,117 | $4K | 0.62% | |
| 39 | FROGJFrog Ltd | 101,617 | $4K | 0.62% | |
| 40 | HIMSHims & Hers Health Inc | 299,712 | $4K | 0.62% | |
| 41 | CNMClayton Dubilier & Rice LLC | 74,486 | $4K | 0.62% | |
| 42 | STRLSterling Infrastructure Inc | 43,049 | $4K | 0.62% | |
| 43 | RLRalph Lauren Corp | 21,504 | $4K | 0.62% | |
| 44 | TXRHTexas Roadhouse Inc | 27,266 | $4K | 0.62% | |
| 45 | RXSTRxSight Inc | 96,051 | $4K | 0.62% | |
| 46 | KRYSKrystal Biotech Inc | 26,435 | $4K | 0.62% | |
| 47 | EXPEagle Materials Inc | 16,863 | $4K | 0.62% | |
| 48 | TN1Tennant Co | 36,759 | $4K | 0.62% | |
| 49 | GAPGap Inc/The | 147,972 | $4K | 0.62% | |
| 50 | 1RGAmerican Industrial Partners LP | 188,054 | $4K | 0.62% | |
| 51 | APGAPI Group Corp | 105,265 | $4K | 0.62% | |
| 52 | ADMAADMA Biologics Inc | 622,086 | $4K | 0.62% | |
| 53 | KBHKB Home | 57,360 | $4K | 0.62% | |
| 54 | TDWTidewater Inc | 49,664 | $4K | 0.62% | |
| 55 | CRNXCrinetics Pharmaceuticals Inc | 106,614 | $4K | 0.62% | |
| 56 | AROCArchrock Inc | 203,400 | $4K | 0.62% | |
| 57 | CVLTCommVault Systems Inc | 47,754 | $4K | 0.62% | |
| 58 | PVHPVH Corp | 28,629 | $4K | 0.62% | |
| 59 | APPFAppfolio Inc | 16,959 | $4K | 0.62% | |
| 60 | TOLToll Brothers Inc | 32,829 | $4K | 0.62% | |
| 61 | PATKPatrick Industries Inc | 36,268 | $4K | 0.62% | |
| 62 | DYNDyne Therapeutics Inc | 147,968 | $4K | 0.62% | |
| 63 | THCTenet Healthcare Corp | 41,185 | $4K | 0.62% | |
| 64 | AYIAcuity Brands Inc | 15,199 | $4K | 0.62% | |
| 65 | CVCOCavco Industries Inc | 11,050 | $4K | 0.62% | |
| 66 | LFMDLifeMD Inc | 411,610 | $4K | 0.62% | |
| 67 | LNWOLight & Wonder Inc | 47,535 | $4K | 0.62% | |
| 68 | VNTVontier Corp | 94,452 | $4K | 0.62% | |
| 69 | PSNParsons Corp | 54,051 | $4K | 0.62% | |
| 70 | ASPNAspen Aerogels Inc | 204,448 | $3K | 0.47% | |
| 71 | NEUNewMarket Corp | 5,905 | $3K | 0.47% | |
| 72 | ANFAbercrombie & Fitch Co | 27,234 | $3K | 0.47% | |
| 73 | WINGRoark Capital Group Inc | 10,587 | $3K | 0.47% | |
| 74 | GEGGEO Group Inc/The | 267,917 | $3K | 0.47% | |
| 75 | GKOSGlaukos Corp | 36,868 | $3K | 0.47% | |
| 76 | FTITechnipFMC PLC | 139,186 | $3K | 0.47% | |
| 77 | SNJS Global Lifestyle Co Ltd | 58,219 | $3K | 0.47% | |
| 78 | IDYAIdeaya Biosciences Inc | 83,484 | $3K | 0.47% | |
| 79 | KDKyndryl Holdings Inc | 176,848 | $3K | 0.47% | |
| 80 | IOVAIovance Biotherapeutics Inc | 213,336 | $3K | 0.47% | |
| 81 | TARSTarsus Pharmaceuticals Inc | 100,658 | $3K | 0.47% | |
| 82 | IMNMImmunome Inc | 127,980 | $3K | 0.47% | |
| 83 | BHVNBiohaven Ltd | 58,364 | $3K | 0.47% | |
| 84 | COLLCollegium Pharmaceutical Inc | 79,949 | $3K | 0.47% | |
| 85 | AGOAssured Guaranty Ltd | 44,313 | $3K | 0.47% | |
| 86 | AZZAZZ Inc | 48,308 | $3K | 0.47% | |
| 87 | LQDALiquidia Corp | 228,514 | $3K | 0.47% | |
| 88 | SPXCSPX Technologies Inc | 31,276 | $3K | 0.47% | |
| 89 | MOG/AMoog Inc | 23,772 | $3K | 0.47% | |
| 90 | PBVPrestige Consumer Healthcare Inc | 54,458 | $3K | 0.47% | |
| 91 | FDMT4D Molecular Therapeutics Inc | 96,225 | $3K | 0.47% | |
| 92 | POWLPowell Industries Inc | 23,485 | $3K | 0.47% | |
| 93 | RDNTRadNet Inc | 71,617 | $3K | 0.47% | |
| 94 | —Longboard Pharmaceuticals Inc | 156,565 | $3K | 0.47% | |
| 95 | PAYPaymentus Holdings Inc | 151,790 | $3K | 0.47% | |
| 96 | KGSKodiak Gas Services Inc | 131,110 | $3K | 0.47% | |
| 97 | VECOVeeco Instruments Inc | 112,136 | $3K | 0.47% | |
| 98 | MODModine Manufacturing Co | 32,759 | $3K | 0.47% | |
| 99 | APGEApogee Therapeutics Inc | 55,113 | $3K | 0.47% | |
| 100 | NSSCNapco Security Technologies Inc | 81,753 | $3K | 0.47% |
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