Informed Momentum Co LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$615K

Holdings

241

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (241 positions)

#StockSharesValue% PortfolioType
1
SMCIUSDSuper Micro Computer Inc
9,808$8K1.30%
2
IM8NInsmed Inc
107,781$7K1.14%
3
FTAIFTAI Aviation Ltd
68,171$7K1.14%
4
STRLSterling Infrastructure Inc
42,820$5K0.81%
5
CAVACava Group Inc
60,888$5K0.81%
6
CRDOCredo Technology Group Holding Ltd
168,540$5K0.81%
7
ONTOOnto Innovation Inc
25,869$5K0.81%
8
RXSTRxSight Inc
95,607$5K0.81%
9
JPXAeroVironment Inc
27,470$5K0.81%
10
DYDycom Industries Inc
35,023$5K0.81%
11
TMDXTransMedics Group Inc
34,446$5K0.81%
12
FMFFormFactor Inc
85,028$5K0.81%
13
CVLTCommVault Systems Inc
47,491$5K0.81%
14
VECOVeeco Instruments Inc
111,518$5K0.81%
15
BMIBadger Meter Inc
23,815$4K0.65%
16
RDNTRadNet Inc
71,212$4K0.65%
17
QTWOQ2 Holdings Inc
67,837$4K0.65%
18
PIImpinj Inc
27,629$4K0.65%
19
BROSDutch Bros Inc
100,052$4K0.65%
20
AGYSAgilysys Inc
40,985$4K0.65%
21
KTBKontoor Brands Inc
61,463$4K0.65%
22
ADMAADMA Biologics Inc
374,977$4K0.65%
23
OLEDUniversal Display Corp
20,030$4K0.65%
24
CWCurtiss-Wright Corp
15,175$4K0.65%
25
RXORXO Inc
160,626$4K0.65%
26
AMKRAmkor Technology Inc
106,414$4K0.65%
27
CECOCECO Environmental Corp
161,555$4K0.65%
28
WULFTerawulf Inc
996,325$4K0.65%
29
SGSweetgreen Inc
153,533$4K0.65%
30
THCTenet Healthcare Corp
32,590$4K0.65%
31
PAHUSDElement Solutions Inc
150,230$4K0.65%
32
DTMDT Midstream Inc
57,819$4K0.65%
33
COHRCoherent Corp
56,745$4K0.65%
34
PIPRPiper Sandler Cos
20,032$4K0.65%
35
ASTSAST SpaceMobile Inc
362,060$4K0.65%
36
CA8ACACI International Inc
9,437$4K0.65%
37
OLLIOllie's Bargain Outlet Holdings Inc
41,022$4K0.65%
38
AVPTAvePoint Inc
405,856$4K0.65%
39
SNJS Global Lifestyle Co Ltd
57,912$4K0.65%
40
KRYSKrystal Biotech Inc
26,284$4K0.65%
41
ZETAZeta Global Holdings Corp
261,542$4K0.65%
42
CBTCabot Corp
47,630$4K0.65%
43
MLIMueller Industries Inc
70,928$4K0.65%
44
FNFabrinet
18,298$4K0.65%
45
TXRHTexas Roadhouse Inc
27,120$4K0.65%
46
BLBDAmerican Securities LLC
74,949$4K0.65%
47
CRUSCirrus Logic Inc
33,621$4K0.65%
48
STEPStepStone Group Inc
98,015$4K0.65%
49
KEXKirby Corp
39,424$4K0.65%
50
TTMITTM Technologies Inc
211,240$4K0.65%
51
VRRMVerra Mobility Corp
157,883$4K0.65%
52
AMSCAmerican Superconductor Corp
203,926$4K0.65%
53
BCOBrink's Co/The
46,630$4K0.65%
54
BOOTBoot Barn Holdings Inc
33,282$4K0.65%
55
UFPTUFP Technologies Inc
17,612$4K0.65%
56
PRIMPrimoris Services Corp
81,567$4K0.65%
57
FIXComfort Systems USA Inc
14,457$4K0.65%
58
ITRIItron Inc
39,186$3K0.49%
59
MODModine Manufacturing Co
32,573$3K0.49%
60
SPXCSPX Technologies Inc
24,967$3K0.49%
61
STRAStrategic Education Inc
28,174$3K0.49%
62
FRPTFreshpet Inc
29,813$3K0.49%
63
KDKyndryl Holdings Inc
140,926$3K0.49%
64
PRCTPROCEPT BioRobotics Corp
58,660$3K0.49%
65
WWDWoodward Inc
22,320$3K0.49%
66
MDUMDU Resources Group Inc
152,014$3K0.49%
67
STNGScorpio Tankers Inc
41,630$3K0.49%
68
GKOSGlaukos Corp
28,202$3K0.49%
69
HLNEHamilton Lane Inc
29,744$3K0.49%
70
TPCTutor Perini Corp
173,757$3K0.49%
71
ATDATI Inc
68,864$3K0.49%
72
BIRKBK LC Lux MidCo Sarl
63,027$3K0.49%
73
AOSLAlpha & Omega Semiconductor Ltd
96,509$3K0.49%
74
CARGCargurus Inc
150,888$3K0.49%
75
ENVXEnovix Corp
195,895$3K0.49%
76
LPXLouisiana-Pacific Corp
40,860$3K0.49%
77
VRTVertiv Holdings Co
42,321$3K0.49%
78
TNKTeekay Tankers Ltd
49,680$3K0.49%
79
JT5Mueller Water Products Inc
216,209$3K0.49%
80
VTYVerint Systems Inc
107,442$3K0.49%
81
ROADSuntx Capital Management Corp
65,059$3K0.49%
82
WTWisdomTree Inc
361,621$3K0.49%
83
PPCJBS S/A
99,169$3K0.49%
84
ULSUL Solutions Inc
81,986$3K0.49%
85
VCTRCrestview Partners LP/NY
79,934$3K0.49%
86
HIMSHims & Hers Health Inc
154,681$3K0.49%
87
BRCBrady Corp
55,224$3K0.49%
88
TNDMTandem Diabetes Care Inc
79,633$3K0.49%
89
RSIRush Street Interactive Inc
356,441$3K0.49%
90
TWSTTwist Bioscience Corp
64,764$3K0.49%
91
CRAICRA International Inc
19,600$3K0.49%
92
ADTelephone and Data Systems Inc
67,292$3K0.49%
93
PACSPACS Group Inc
110,108$3K0.49%
94
NRIXNurix Therapeutics Inc
174,077$3K0.49%
95
GONGeron Corp
744,270$3K0.49%
96
NSSCNapco Security Technologies Inc
65,897$3K0.49%
97
RNAAvidity Biosciences Inc
90,635$3K0.49%
98
AGIOAgios Pharmaceuticals Inc
74,142$3K0.49%
99
AGXArgan Inc
51,960$3K0.49%
100
EHCEncompass Health Corp
37,808$3K0.49%
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