Informed Momentum Co LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$578.3M
Holdings
246
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (246 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HTDCorcept Therapeutics Inc | 67,195 | $7.7M | 1.33% | |
| 2 | EXLSExlService Holdings Inc | 138,639 | $6.5M | 1.13% | |
| 3 | BROSDutch Bros Inc | 98,172 | $6.1M | 1.05% | |
| 4 | DOCSDoximity Inc | 103,395 | $6.0M | 1.04% | |
| 5 | CRSCarpenter Technology Corp | 33,024 | $6.0M | 1.03% | |
| 6 | IM8NInsmed Inc | 71,670 | $5.5M | 0.95% | |
| 7 | ALKSAlkermes PLC | 159,055 | $5.3M | 0.91% | |
| 8 | XERSXeris Biopharma Holdings Inc | 934,646 | $5.1M | 0.89% | |
| 9 | TGTXTG Therapeutics Inc | 130,070 | $5.1M | 0.89% | |
| 10 | AXSMAxsome Therapeutics Inc | 42,222 | $4.9M | 0.85% | |
| 11 | ALHCWarburg Pincus LLC | 264,004 | $4.9M | 0.85% | |
| 12 | PLMRPalomar Holdings Inc | 35,700 | $4.9M | 0.85% | |
| 13 | BJBJ's Wholesale Club Holdings Inc | 42,634 | $4.9M | 0.84% | |
| 14 | MDGLMadrigal Pharmaceuticals Inc | 14,557 | $4.8M | 0.83% | |
| 15 | CVLTCommvault Systems Inc | 30,422 | $4.8M | 0.83% | |
| 16 | OSISOSI Systems Inc | 24,452 | $4.8M | 0.82% | |
| 17 | 07WAMr Cooper Group Inc | 38,949 | $4.7M | 0.81% | |
| 18 | LTHLife Time Group Holdings Inc | 153,985 | $4.7M | 0.80% | |
| 19 | GHGuardant Health Inc | 107,896 | $4.6M | 0.79% | |
| 20 | TPBTurning Point Brands Inc | 76,548 | $4.5M | 0.79% | |
| 21 | LRNStride Inc | 35,637 | $4.5M | 0.78% | |
| 22 | BRBRBellRing Brands Inc | 60,529 | $4.5M | 0.78% | |
| 23 | ARISUSDAris Water Solutions Inc | 140,609 | $4.5M | 0.78% | |
| 24 | CVCOCavco Industries Inc | 8,621 | $4.5M | 0.77% | |
| 25 | ORIOld Republic International Corp | 113,938 | $4.5M | 0.77% | |
| 26 | AXGNAxogen Inc | 240,737 | $4.5M | 0.77% | |
| 27 | ESEESCO Technologies Inc | 27,697 | $4.4M | 0.76% | |
| 28 | PRCHPorch Group Inc | 603,891 | $4.4M | 0.76% | |
| 29 | PRMBPrimo Brands Corp | 123,556 | $4.4M | 0.76% | |
| 30 | NFGNational Fuel Gas Co | 55,155 | $4.4M | 0.76% | |
| 31 | KTOSKratos Defense & Security Solutions Inc | 143,087 | $4.2M | 0.73% | |
| 32 | RBRKRubrik Inc | 69,609 | $4.2M | 0.73% | |
| 33 | SLMSLM Corp | 142,678 | $4.2M | 0.72% | |
| 34 | GRPNGroupon Inc | 220,986 | $4.1M | 0.72% | |
| 35 | AROCArchrock Inc | 157,935 | $4.1M | 0.72% | |
| 36 | THGHanover Insurance Group Inc/The | 23,711 | $4.1M | 0.71% | |
| 37 | SFMSprouts Farmers Market Inc | 26,769 | $4.1M | 0.71% | |
| 38 | SNEXStoneX Group Inc | 53,352 | $4.1M | 0.70% | |
| 39 | HCIHCI Group Inc | 27,261 | $4.1M | 0.70% | |
| 40 | ADTelephone and Data Systems Inc | 58,431 | $4.0M | 0.70% | |
| 41 | ATGEAdtalem Global Education Inc | 40,129 | $4.0M | 0.70% | |
| 42 | GGenpact Ltd | 79,964 | $4.0M | 0.70% | |
| 43 | LAURLaureate Education Inc | 195,952 | $4.0M | 0.69% | |
| 44 | RGLDRoyal Gold Inc | 24,486 | $4.0M | 0.69% | |
| 45 | HURNHuron Consulting Group Inc | 27,801 | $4.0M | 0.69% | |
| 46 | PENPenumbra Inc | 14,912 | $4.0M | 0.69% | |
| 47 | OLLIOllie's Bargain Outlet Holdings Inc | 34,155 | $4.0M | 0.69% | |
| 48 | TSAACI Worldwide Inc | 71,809 | $3.9M | 0.68% | |
| 49 | BBIOBridgebio Pharma Inc | 113,270 | $3.9M | 0.68% | |
| 50 | KDKyndryl Holdings Inc | 124,107 | $3.9M | 0.67% | |
| 51 | AXSAxis Capital Holdings Ltd | 38,737 | $3.9M | 0.67% | |
| 52 | COMPCompass Inc | 442,297 | $3.9M | 0.67% | |
| 53 | 3M4Masimo Corp | 22,952 | $3.8M | 0.66% | |
| 54 | WHWyndham Hotels & Resorts Inc | 42,209 | $3.8M | 0.66% | |
| 55 | DNOWDNOW Inc | 223,578 | $3.8M | 0.66% | |
| 56 | SPNTSiriusPoint Ltd | 219,292 | $3.8M | 0.66% | |
| 57 | IMAIMAX Corp | 142,772 | $3.8M | 0.65% | |
| 58 | GKDGrand Canyon Education Inc | 21,505 | $3.7M | 0.64% | |
| 59 | WGSGeneDx Holdings Corp | 41,446 | $3.7M | 0.63% | |
| 60 | UTIUniversal Technical Institute Inc | 141,516 | $3.6M | 0.63% | |
| 61 | WAYWaystar Holding Corp | 96,915 | $3.6M | 0.63% | |
| 62 | AHRAmerican Healthcare REIT Inc | 118,718 | $3.6M | 0.62% | |
| 63 | RRCRange Resources Corp | 89,538 | $3.6M | 0.62% | |
| 64 | PBVPrestige Consumer Healthcare Inc | 41,398 | $3.6M | 0.62% | |
| 65 | IDIInterDigital Inc | 17,153 | $3.5M | 0.61% | |
| 66 | SLNOVivo Capital LLC | 49,548 | $3.5M | 0.61% | |
| 67 | VSECVSE Corp | 29,369 | $3.5M | 0.61% | |
| 68 | SKWDWestaim Corp/The | 66,058 | $3.5M | 0.60% | |
| 69 | TRVITrevi Therapeutics Inc | 550,919 | $3.5M | 0.60% | |
| 70 | DRVNDriven Brands Holdings Inc | 200,931 | $3.4M | 0.60% | |
| 71 | FAROFARO Technologies Inc | 125,734 | $3.4M | 0.59% | |
| 72 | AKBAAkebia Therapeutics Inc | 1,777,911 | $3.4M | 0.59% | |
| 73 | EATBrinker International Inc | 22,658 | $3.4M | 0.58% | |
| 74 | ARQTArcutis Biotherapeutics Inc | 215,763 | $3.4M | 0.58% | |
| 75 | CPRXCatalyst Pharmaceuticals Inc | 138,698 | $3.4M | 0.58% | |
| 76 | LBLandbridge Co LLC | 46,733 | $3.4M | 0.58% | |
| 77 | PTGXProtagonist Therapeutics Inc | 69,181 | $3.3M | 0.58% | |
| 78 | PBIPitney Bowes Inc | 366,440 | $3.3M | 0.57% | |
| 79 | ATENA10 Networks Inc | 202,826 | $3.3M | 0.57% | |
| 80 | EVERLink Ventures LLLP | 126,449 | $3.3M | 0.57% | |
| 81 | CCBCoastal Financial Corp/WA | 36,471 | $3.3M | 0.57% | |
| 82 | MIRMMirum Pharmaceuticals Inc | 72,678 | $3.3M | 0.57% | |
| 83 | BTSGBrightSpring Health Services Inc | 178,912 | $3.2M | 0.56% | |
| 84 | CHEFChefs' Warehouse Inc/The | 59,307 | $3.2M | 0.56% | |
| 85 | URBNUrban Outfitters Inc | 61,266 | $3.2M | 0.56% | |
| 86 | MCRIMonarch Casino & Resort Inc | 41,128 | $3.2M | 0.55% | |
| 87 | SWTXSpringWorks Therapeutics Inc | 71,941 | $3.2M | 0.55% | |
| 88 | CRKComstock Resources Inc | 156,020 | $3.2M | 0.55% | |
| 89 | ANGOAngioDynamics Inc | 335,519 | $3.1M | 0.54% | |
| 90 | AIOTPowerfleet Inc NJ | 572,825 | $3.1M | 0.54% | |
| 91 | HGHamilton Insurance Group Ltd | 151,625 | $3.1M | 0.54% | |
| 92 | BOWBowhead Specialty Holdings Inc | 77,174 | $3.1M | 0.54% | |
| 93 | MRCYMercury Systems Inc | 71,883 | $3.1M | 0.54% | |
| 94 | KNTKBlackstone Inc | 59,534 | $3.1M | 0.53% | |
| 95 | ATROAstronics Corp | 127,003 | $3.1M | 0.53% | |
| 96 | CAKECheesecake Factory Inc/The | 62,121 | $3.0M | 0.52% | |
| 97 | ENVAEnova International Inc | 31,086 | $3.0M | 0.52% | |
| 98 | ASAmer Sports Holding Cayman Ltd | 111,639 | $3.0M | 0.52% | |
| 99 | SRRKScholar Rock Holding Corp | 92,038 | $3.0M | 0.51% | |
| 100 | OPLNOPENLANE Inc | 148,151 | $2.9M | 0.49% |
Page 1 of 3Next