Informed Momentum Co LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$563K
Holdings
232
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AITApplied Industrial Technologies Inc | 29,474 | $5K | 0.89% | |
| 2 | SSDSimpson Manufacturing Co Inc | 26,424 | $5K | 0.89% | |
| 3 | FNFabrinet | 29,756 | $5K | 0.89% | |
| 4 | FIPFTAI Aviation Ltd | 267,139 | $5K | 0.89% | |
| 5 | DRSLeonardo SpA | 240,176 | $4K | 0.71% | |
| 6 | MTSIMACOM Technology Solutions Holdings Inc | 52,869 | $4K | 0.71% | |
| 7 | IMVTRoivant Sciences Ltd | 110,929 | $4K | 0.71% | |
| 8 | CVRXCVRx Inc | 140,768 | $4K | 0.71% | |
| 9 | FIXComfort Systems USA Inc | 19,939 | $4K | 0.71% | |
| 10 | NTNXNutanix Inc | 101,293 | $4K | 0.71% | |
| 11 | STNEStoneCo Ltd | 225,844 | $4K | 0.71% | |
| 12 | VRTVertiv Holdings Co | 84,565 | $4K | 0.71% | |
| 13 | XPOXPO Inc | 46,025 | $4K | 0.71% | |
| 14 | VRNSVaronis Systems Inc | 105,148 | $4K | 0.71% | |
| 15 | ITCIEURIntra-Cellular Therapies Inc | 67,143 | $4K | 0.71% | |
| 16 | DUOLNewView Capital Management LLC | 17,925 | $4K | 0.71% | |
| 17 | CBAYUSDCymabay Therapeutics Inc | 207,152 | $4K | 0.71% | |
| 18 | IBPInstalled Building Products Inc | 22,538 | $4K | 0.71% | |
| 19 | IEIInsight Enterprises Inc | 24,672 | $4K | 0.71% | |
| 20 | YELPYelp Inc | 88,527 | $4K | 0.71% | |
| 21 | CUBICustomers Bancorp Inc | 69,864 | $4K | 0.71% | |
| 22 | APGAPI Group Corp | 144,174 | $4K | 0.71% | |
| 23 | SKTTanger Inc | 144,782 | $4K | 0.71% | |
| 24 | ONTOOnto Innovation Inc | 31,377 | $4K | 0.71% | |
| 25 | CECOCECO Environmental Corp | 201,905 | $4K | 0.71% | |
| 26 | BRBRBellRing Brands Inc | 76,486 | $4K | 0.71% | |
| 27 | HCIHCI Group Inc | 46,679 | $4K | 0.71% | |
| 28 | BLKBBlackbaud Inc | 46,855 | $4K | 0.71% | |
| 29 | BGCBGC Group Inc | 576,310 | $4K | 0.71% | |
| 30 | RMBS*Rambus Inc | 70,088 | $4K | 0.71% | |
| 31 | IM8NInsmed Inc | 132,979 | $4K | 0.71% | |
| 32 | RXSTRxSight Inc | 107,310 | $4K | 0.71% | |
| 33 | LFMDLifeMD Inc | 533,212 | $4K | 0.71% | |
| 34 | QLYSQualys Inc | 24,581 | $4K | 0.71% | |
| 35 | 2L9Blueprint Medicines Corp | 44,149 | $4K | 0.71% | |
| 36 | SKWDWestaim Corp/The | 94,386 | $3K | 0.53% | |
| 37 | MACMacerich Co/The | 214,293 | $3K | 0.53% | |
| 38 | IDIInterDigital Inc | 35,423 | $3K | 0.53% | |
| 39 | SMCIUSDSuper Micro Computer Inc | 14,023 | $3K | 0.53% | |
| 40 | MODModine Manufacturing Co | 53,952 | $3K | 0.53% | |
| 41 | GIIIG-III Apparel Group Ltd | 104,661 | $3K | 0.53% | |
| 42 | MATXMatson Inc | 32,676 | $3K | 0.53% | |
| 43 | SPXCSPX Technologies Inc | 30,802 | $3K | 0.53% | |
| 44 | BBIOBridgebio Pharma Inc | 84,679 | $3K | 0.53% | |
| 45 | 07WAMr Cooper Group Inc | 58,742 | $3K | 0.53% | |
| 46 | MTGMGIC Investment Corp | 183,043 | $3K | 0.53% | |
| 47 | ACLXArcellx Inc | 65,052 | $3K | 0.53% | |
| 48 | BHVNBiohaven Ltd | 91,851 | $3K | 0.53% | |
| 49 | HLIHoulihan Lokey Inc | 29,087 | $3K | 0.53% | |
| 50 | QTWOQ2 Holdings Inc | 91,347 | $3K | 0.53% | |
| 51 | B7SBrookdale Senior Living Inc | 546,727 | $3K | 0.53% | |
| 52 | KDKyndryl Holdings Inc | 174,168 | $3K | 0.53% | |
| 53 | MEDPMedpace Holdings Inc | 12,428 | $3K | 0.53% | |
| 54 | CWCurtiss-Wright Corp | 15,032 | $3K | 0.53% | |
| 55 | GKOSGlaukos Corp | 46,328 | $3K | 0.53% | |
| 56 | EVREvercore Inc | 21,134 | $3K | 0.53% | |
| 57 | WDWalker & Dunlop Inc | 30,300 | $3K | 0.53% | |
| 58 | BIRKBK LC Lux MidCo Sarl | 63,873 | $3K | 0.53% | |
| 59 | ALKTAlkami Technology Inc | 143,148 | $3K | 0.53% | |
| 60 | 0OIASolarWinds Corp | 279,236 | $3K | 0.53% | |
| 61 | NXTNEXTracker Inc | 79,302 | $3K | 0.53% | |
| 62 | THRThermon Group Holdings Inc | 93,545 | $3K | 0.53% | |
| 63 | ESTCElastic NV | 27,795 | $3K | 0.53% | |
| 64 | ESABEsab Corp | 40,850 | $3K | 0.53% | |
| 65 | VKTXViking Therapeutics Inc | 169,037 | $3K | 0.53% | |
| 66 | MOG/AMoog Inc | 23,411 | $3K | 0.53% | |
| 67 | OLMAOlema Pharmaceuticals Inc | 228,139 | $3K | 0.53% | |
| 68 | —Yorktown Partners LLC | 210,967 | $3K | 0.53% | |
| 69 | ATGEAdtalem Global Education Inc | 54,591 | $3K | 0.53% | |
| 70 | CXWCoreCivic Inc | 209,371 | $3K | 0.53% | |
| 71 | INFA1EURInformatica Inc | 135,965 | $3K | 0.53% | |
| 72 | SAICScience Applications International Corp | 25,611 | $3K | 0.53% | |
| 73 | BCCBoise Cascade Co | 28,443 | $3K | 0.53% | |
| 74 | ROADSuntx Capital Management Corp | 83,359 | $3K | 0.53% | |
| 75 | GMS1EURGMS Inc | 44,436 | $3K | 0.53% | |
| 76 | FROGJFrog Ltd | 100,079 | $3K | 0.53% | |
| 77 | LRNStride Inc | 54,585 | $3K | 0.53% | |
| 78 | IDYAIdeaya Biosciences Inc | 108,110 | $3K | 0.53% | |
| 79 | CNMClayton Dubilier & Rice LLC | 89,657 | $3K | 0.53% | |
| 80 | DFINDonnelley Financial Solutions Inc | 60,573 | $3K | 0.53% | |
| 81 | NVLSEURAlpine Immune Sciences Inc | 162,685 | $3K | 0.53% | |
| 82 | EYPTEyePoint Pharmaceuticals Inc | 138,310 | $3K | 0.53% | |
| 83 | MHOM/I Homes Inc | 22,708 | $3K | 0.53% | |
| 84 | ASPNAspen Aerogels Inc | 201,498 | $3K | 0.53% | |
| 85 | ANFAbercrombie & Fitch Co | 38,271 | $3K | 0.53% | |
| 86 | PFSIPennyMac Financial Services Inc | 41,504 | $3K | 0.53% | |
| 87 | NUVLDeerfield Management Co LP | 50,180 | $3K | 0.53% | |
| 88 | HDSNHudson Technologies Inc | 253,630 | $3K | 0.53% | |
| 89 | SKAASkechers USA Inc | 55,692 | $3K | 0.53% | |
| 90 | SLNOVivo Capital LLC | 93,425 | $3K | 0.53% | |
| 91 | SSentinelOne Inc | 123,680 | $3K | 0.53% | |
| 92 | GFFGriffon Corp | 50,593 | $3K | 0.53% | |
| 93 | CHCOCity Holding Co | 31,750 | $3K | 0.53% | |
| 94 | KBHKB Home | 56,492 | $3K | 0.53% | |
| 95 | LOBLive Oak Bancshares Inc | 81,832 | $3K | 0.53% | |
| 96 | BRZEBraze Inc | 68,722 | $3K | 0.53% | |
| 97 | RDNTRadNet Inc | 94,456 | $3K | 0.53% | |
| 98 | CRCrane Co | 31,954 | $3K | 0.53% | |
| 99 | RAMPLiveRamp Holdings Inc | 87,960 | $3K | 0.53% | |
| 100 | CYTKCytokinetics Inc | 47,205 | $3K | 0.53% |
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