Informed Momentum Co LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$872.2B
Holdings
254
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (254 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRDOCredo Technology Group Holding Ltd | 90,298 | $12.9B | 1.48% | |
| 2 | KTOSKratos Defense & Security Solutions Inc | 138,988 | $12.5B | 1.43% | |
| 3 | STRLSterling Infrastructure Inc | 29,609 | $9.9B | 1.13% | |
| 4 | PRIMPrimoris Services Corp | 67,981 | $9.2B | 1.05% | |
| 5 | RMBS*Rambus Inc | 89,201 | $9.1B | 1.05% | |
| 6 | IONQIonQ Inc | 149,873 | $9.1B | 1.04% | |
| 7 | TTMITTM Technologies Inc | 148,595 | $8.4B | 0.97% | |
| 8 | AEISAdvanced Energy Industries Inc | 50,153 | $8.4B | 0.96% | |
| 9 | SMINBlackrock Inc | 115,775 | $8.3B | 0.95% | |
| 10 | FNFabrinet | 22,907 | $8.2B | 0.94% | |
| 11 | LASRnLight Inc | 277,830 | $8.1B | 0.93% | |
| 12 | SPXCSPX Technologies Inc | 44,117 | $8.1B | 0.93% | |
| 13 | JPXAeroVironment Inc | 26,094 | $8.1B | 0.93% | |
| 14 | BEBloom Energy Corp | 94,820 | $7.9B | 0.90% | |
| 15 | TLNTalen Energy Corp | 18,521 | $7.8B | 0.89% | |
| 16 | LIFLife360 Inc | 73,855 | $7.7B | 0.89% | |
| 17 | TPBTurning Point Brands Inc | 78,601 | $7.7B | 0.88% | |
| 18 | CDTXCidara Therapeutics Inc | 79,012 | $7.5B | 0.86% | |
| 19 | ZWSZurn Elkay Water Solutions Corp | 158,124 | $7.3B | 0.84% | |
| 20 | IDIInterDigital Inc | 21,526 | $7.3B | 0.84% | |
| 21 | LAURLaureate Education Inc | 227,016 | $7.0B | 0.81% | |
| 22 | LITELumentum Holdings Inc | 42,570 | $6.8B | 0.78% | |
| 23 | IM8NInsmed Inc | 47,972 | $6.8B | 0.78% | |
| 24 | WTSWatts Water Technologies Inc | 24,719 | $6.8B | 0.78% | |
| 25 | IESCIES Holdings Inc | 17,201 | $6.7B | 0.77% | |
| 26 | ESEESCO Technologies Inc | 32,109 | $6.7B | 0.76% | |
| 27 | ATGEAdtalem Global Education Inc | 42,591 | $6.5B | 0.74% | |
| 28 | BWXTBWX Technologies Inc | 35,335 | $6.4B | 0.73% | |
| 29 | IRTCiRhythm Technologies Inc | 37,841 | $6.4B | 0.73% | |
| 30 | SITMSiTime Corp | 21,362 | $6.3B | 0.73% | |
| 31 | BBWBuild-A-Bear Workshop Inc | 97,938 | $6.3B | 0.72% | |
| 32 | APLDApplied Digital Corp | 276,056 | $6.2B | 0.71% | |
| 33 | ROADSuntx Capital Management Corp | 49,388 | $6.2B | 0.71% | |
| 34 | SNDKSandisk Corp/DE | 55,742 | $6.2B | 0.71% | |
| 35 | TPCTutor Perini Corp | 94,547 | $6.1B | 0.70% | |
| 36 | PRCHPorch Group Inc | 352,290 | $5.8B | 0.67% | |
| 37 | WTWisdomTree Inc | 427,571 | $5.8B | 0.67% | |
| 38 | RYTMRhythm Pharmaceuticals Inc | 58,480 | $5.8B | 0.67% | |
| 39 | ATROAstronics Corp | 128,674 | $5.8B | 0.66% | |
| 40 | CALXCalix Inc | 95,612 | $5.8B | 0.66% | |
| 41 | HLHecla Mining Co | 484,332 | $5.8B | 0.66% | |
| 42 | NEUNewMarket Corp | 6,968 | $5.7B | 0.65% | |
| 43 | MPMP Materials Corp | 85,522 | $5.6B | 0.65% | |
| 44 | SANMSanmina Corp | 49,142 | $5.6B | 0.64% | |
| 45 | PLPlanet Labs PBC | 426,574 | $5.4B | 0.62% | |
| 46 | PIPRPiper Sandler Cos | 15,805 | $5.4B | 0.62% | |
| 47 | AGXArgan Inc | 20,201 | $5.4B | 0.62% | |
| 48 | OKLOOklo Inc | 48,732 | $5.4B | 0.61% | |
| 49 | BTSGBrightSpring Health Services Inc | 183,362 | $5.3B | 0.61% | |
| 50 | ADPTAdaptive Biotechnologies Corp | 358,654 | $5.3B | 0.61% | |
| 51 | LGNDLigand Pharmaceuticals Inc | 30,175 | $5.3B | 0.60% | |
| 52 | PTGXProtagonist Therapeutics Inc | 80,067 | $5.2B | 0.60% | |
| 53 | MGNIMagnite Inc | 241,943 | $5.2B | 0.59% | |
| 54 | WWayfair Inc | 58,669 | $5.2B | 0.59% | |
| 55 | AMPXAmprius Technologies Inc | 488,530 | $5.1B | 0.58% | |
| 56 | XMTRXometry Inc | 94,681 | $5.1B | 0.58% | |
| 57 | VISNCommScope Holding Co Inc | 330,533 | $5.0B | 0.58% | |
| 58 | OPLNOPENLANE Inc | 176,799 | $5.0B | 0.57% | |
| 59 | PSIXPower Solutions International Inc | 51,698 | $5.0B | 0.57% | |
| 60 | TRVITrevi Therapeutics Inc | 549,479 | $5.0B | 0.57% | |
| 61 | BBIOBridgebio Pharma Inc | 97,116 | $5.0B | 0.57% | |
| 62 | CELHCelsius Holdings Inc | 87,567 | $5.0B | 0.57% | |
| 63 | REZIResideo Technologies Inc | 116,372 | $4.9B | 0.57% | |
| 64 | GPGICompoSecure Inc | 239,676 | $4.9B | 0.56% | |
| 65 | AMSCAmerican Superconductor Corp | 83,977 | $4.9B | 0.56% | |
| 66 | MDGLMadrigal Pharmaceuticals Inc | 10,844 | $4.9B | 0.56% | |
| 67 | DDSDillard's Inc | 8,079 | $4.9B | 0.56% | |
| 68 | XERSXeris Biopharma Holdings Inc | 603,101 | $4.9B | 0.56% | |
| 69 | PPTAPerpetua Resources Corp | 240,460 | $4.8B | 0.55% | |
| 70 | MLYSMineralys Therapeutics Inc | 127,547 | $4.8B | 0.55% | |
| 71 | AHRAmerican Healthcare REIT Inc | 114,526 | $4.7B | 0.54% | |
| 72 | LEUCentrus Energy Corp | 15,421 | $4.7B | 0.54% | |
| 73 | AAMIAcadian Asset Management Inc | 99,149 | $4.7B | 0.54% | |
| 74 | QBTSD-Wave Quantum Inc | 190,617 | $4.6B | 0.53% | |
| 75 | CDECoeur Mining Inc | 248,780 | $4.6B | 0.53% | |
| 76 | CLPTClearPoint Neuro Inc | 211,664 | $4.6B | 0.52% | |
| 77 | DOMODomo Inc | 290,661 | $4.6B | 0.52% | |
| 78 | MIRMMirum Pharmaceuticals Inc | 63,077 | $4.5B | 0.52% | |
| 79 | SATSEchoStar Corp | 60,295 | $4.5B | 0.52% | |
| 80 | WULFTerawulf Inc | 402,459 | $4.5B | 0.52% | |
| 81 | WWWWolverine World Wide Inc | 167,316 | $4.5B | 0.52% | |
| 82 | BKEBuckle Inc/The | 78,054 | $4.5B | 0.52% | |
| 83 | KRMNKarman Holdings Inc | 63,087 | $4.5B | 0.51% | |
| 84 | MCRIMonarch Casino & Resort Inc | 42,886 | $4.5B | 0.51% | |
| 85 | GHGuardant Health Inc | 72,495 | $4.5B | 0.51% | |
| 86 | MRCYMercury Systems Inc | 58,309 | $4.4B | 0.51% | |
| 87 | RSIRush Street Interactive Inc | 219,612 | $4.4B | 0.51% | |
| 88 | PGYPagaya Technologies Ltd | 150,692 | $4.4B | 0.50% | |
| 89 | NKTRNektar Therapeutics | 78,209 | $4.4B | 0.50% | |
| 90 | CECOCECO Environmental Corp | 86,838 | $4.4B | 0.50% | |
| 91 | ATECAlphatec Holdings Inc | 303,208 | $4.3B | 0.50% | |
| 92 | HBMHudbay Minerals Inc | 285,009 | $4.3B | 0.50% | |
| 93 | U6ZUranium Energy Corp | 328,667 | $4.3B | 0.49% | |
| 94 | RIOTRiot Platforms Inc | 230,266 | $4.3B | 0.49% | |
| 95 | KGCKinross Gold Corp | 173,549 | $4.3B | 0.49% | |
| 96 | TSEMTower Semiconductor Ltd | 59,396 | $4.3B | 0.49% | |
| 97 | AWIArmstrong World Industries Inc | 22,264 | $4.3B | 0.49% | |
| 98 | OSISOSI Systems Inc | 17,440 | $4.3B | 0.49% | |
| 99 | IRENIREN Ltd | 91,019 | $4.3B | 0.49% | |
| 100 | 1RGAmerican Industrial Partners LP | 76,138 | $4.2B | 0.49% |
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