Informed Momentum Co LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$460.0M

Holdings

246

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (246 positions)

#StockSharesValue% PortfolioType
1
CNCEEURConcert Pharmaceuticals Inc
884,969$5.9M1.29%
2
THTDR Capital LLP
410,114$5.2M1.13%
3
COGTCogent Biosciences Inc
337,777$5.0M1.10%
4
RYTMRhythm Pharmaceuticals Inc
198,699$4.9M1.06%
5
LNTHLantheus Holdings Inc
68,873$4.8M1.05%
6
MGPIMGP Ingredients Inc
43,158$4.6M1.00%
7
AEHRAehr Test Systems
309,640$4.4M0.95%
8
SRTSSensus Healthcare Inc
327,261$4.1M0.89%
9
DGIIDigi International Inc
118,387$4.1M0.89%
10
HLITHarmonic Inc
311,203$4.1M0.88%
11
CLFDClearfield Inc
37,912$4.0M0.86%
12
CYTKCytokinetics Inc
77,259$3.7M0.81%
13
BELFBBel Fuse Inc
144,981$3.7M0.80%
14
UFPTUFP Technologies Inc
42,412$3.6M0.79%
15
ASCArdmore Shipping Corp
389,091$3.6M0.77%
16
ADMAADMA Biologics Inc
1,427,160$3.5M0.75%
17
PIImpinj Inc
42,107$3.4M0.73%
18
EZPWEZCORP Inc
432,990$3.3M0.73%
19
TNKTeekay Tankers Ltd
119,558$3.3M0.72%
20
PRTAProthena Corp PLC
53,637$3.3M0.71%
21
TMDXTransMedics Group Inc
77,311$3.2M0.70%
22
CECOCECO Environmental Corp
364,519$3.2M0.70%
23
CTSCTS Corp
75,936$3.2M0.69%
24
SMCIUSDSuper Micro Computer Inc
56,995$3.1M0.68%
25
0HJQAVEO Pharmaceuticals Inc
380,691$3.1M0.68%
26
INSWInternational Seaways Inc
88,921$3.1M0.68%
27
ELFelf Beauty Inc
82,788$3.1M0.68%
28
HURNHuron Consulting Group Inc
46,578$3.1M0.67%
29
CBZCBIZ Inc
70,348$3.0M0.65%
30
SANMSanmina Corp
64,271$3.0M0.64%
31
Prometheus Biosciences Inc
50,054$3.0M0.64%
32
DXLGDestination XL Group Inc
542,914$2.9M0.64%
33
IMXIInternational Money Express Inc
129,103$2.9M0.64%
34
VTYXVentyx Biosciences Inc
83,238$2.9M0.63%
35
TWNKEURHostess Brands Inc
124,570$2.9M0.63%
36
EVHEvolent Health Inc
80,287$2.9M0.63%
37
AKROAkero Therapeutics Inc
84,607$2.9M0.63%
38
NSSCNapco Security Technologies Inc
97,535$2.8M0.62%
39
SWAVUSDShockwave Medical Inc
10,116$2.8M0.61%
40
GTHXEURG1 Therapeutics Inc
223,654$2.8M0.61%
41
PLMRPalomar Holdings Inc
33,225$2.8M0.60%
42
AGYSAgilysys Inc
50,225$2.8M0.60%
43
ARECAmerican Resources Corp
1,032,554$2.8M0.60%
44
CTIC1USDCTI BioPharma Corp
470,576$2.7M0.60%
45
OPHTEURIVERIC bio Inc
151,693$2.7M0.59%
46
EXTRExtreme Networks Inc
207,793$2.7M0.59%
47
GFFGriffon Corp
91,590$2.7M0.59%
48
HROWHarrow Health Inc
224,046$2.7M0.59%
49
XMTRXometry Inc
47,311$2.7M0.58%
50
HDSNHudson Technologies Inc
365,337$2.7M0.58%
51
ICFIICF International Inc
24,571$2.7M0.58%
52
STNGScorpio Tankers Inc
63,337$2.7M0.58%
53
ALTAltimmune Inc
205,167$2.6M0.57%
54
KRUSKura Sushi USA Inc
35,248$2.6M0.56%
55
GOSSGossamer Bio Inc
215,246$2.6M0.56%
56
SNEXStoneX Group Inc
30,901$2.6M0.56%
57
RVNCEURRevance Therapeutics Inc
94,413$2.5M0.55%
58
RELLRichardson Electronics Ltd/United States
167,601$2.5M0.55%
59
CVLGCovenant Logistics Group Inc
88,072$2.5M0.55%
60
ERIIEnergy Recovery Inc
115,476$2.5M0.55%
61
PRVAPrivia Health Group Inc
73,226$2.5M0.54%
62
NATNordic American Tankers Ltd
929,122$2.5M0.54%
63
MODNEURModel N Inc
71,335$2.4M0.53%
64
290AVersant Venture Management LLC
123,910$2.4M0.53%
65
ACLXArcellx Inc
129,286$2.4M0.53%
66
CALMCal-Maine Foods Inc
43,404$2.4M0.52%
67
LUCKBowlero Corp
195,637$2.4M0.52%
68
EPMEvolution Petroleum Corp
344,960$2.4M0.52%
69
XAIRBeyond Air Inc
320,357$2.4M0.52%
70
DHTDHT Holdings Inc
314,013$2.4M0.52%
71
MRTNMarten Transport Ltd
121,972$2.3M0.51%
72
CPRXCatalyst Pharmaceuticals Inc
181,799$2.3M0.51%
73
KRYSKrystal Biotech Inc
33,439$2.3M0.51%
74
AXSMAxsome Therapeutics Inc
52,092$2.3M0.51%
75
NOGNorthern Oil and Gas Inc
83,467$2.3M0.50%
76
PLRXPliant Therapeutics Inc
109,220$2.3M0.50%
77
VISNCommScope Holding Co Inc
244,302$2.3M0.49%
78
DNOWNOW Inc
219,235$2.2M0.48%
79
AMPSUSDAltus Power Inc
195,401$2.2M0.47%
80
CELHCelsius Holdings Inc
23,258$2.1M0.46%
81
COCOVita Coco Co Inc/The
184,734$2.1M0.46%
82
CinCor Pharma Inc
63,839$2.1M0.46%
83
ABOSAcumen Pharmaceuticals Inc
208,571$2.1M0.45%
84
XPELXPEL Inc
32,328$2.1M0.45%
85
CWCOConsolidated Water Co Ltd
133,717$2.1M0.45%
86
PRCTPROCEPT BioRobotics Corp
49,430$2.0M0.45%
87
KNSLKinsale Capital Group Inc
7,942$2.0M0.44%
88
GTLSChart Industries Inc
10,812$2.0M0.43%
89
KRTXKaruna Therapeutics Inc
8,745$2.0M0.43%
90
HAEHaemonetics Corp
26,532$2.0M0.43%
91
ESQEsquire Financial Holdings Inc
52,218$2.0M0.43%
92
IRDMIridium Communications Inc
43,753$1.9M0.42%
93
LEUCentrus Energy Corp
47,300$1.9M0.42%
94
GNEGenie Energy Ltd
206,889$1.9M0.42%
95
LTHM1EURLivent Corp
63,041$1.9M0.42%
96
ARENB Riley Financial Inc
146,376$1.9M0.42%
97
ACHCAcadia Healthcare Co Inc
24,417$1.9M0.41%
98
OSG1EUROverseas Shipholding Group Inc
642,288$1.9M0.41%
99
QRHCQuest Resource Holding Corp
224,688$1.9M0.41%
100
FLNCFluence Energy Inc
129,592$1.9M0.41%
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