Informed Momentum Co LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$705.8M
Holdings
251
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (251 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CRDOCredo Technology Group Holding Ltd | 121,738 | $8.2M | 1.16% | |
| 2 | REALRealReal Inc/The | 670,560 | $7.3M | 1.04% | |
| 3 | CVLTCommvault Systems Inc | 46,503 | $7.0M | 0.99% | |
| 4 | GKOSGlaukos Corp | 42,300 | $6.3M | 0.90% | |
| 5 | EXLSExlService Holdings Inc | 139,191 | $6.2M | 0.88% | |
| 6 | IONQIonQ Inc | 143,608 | $6.0M | 0.85% | |
| 7 | ASAmer Sports Holding Cayman Ltd | 213,418 | $6.0M | 0.85% | |
| 8 | SRRKScholar Rock Holding Corp | 137,861 | $6.0M | 0.84% | |
| 9 | SMTCSemtech Corp | 96,104 | $5.9M | 0.84% | |
| 10 | SITMSiTime Corp | 27,635 | $5.9M | 0.84% | |
| 11 | EX9Exelixis Inc | 177,786 | $5.9M | 0.84% | |
| 12 | RKLBRocket Lab USA Inc | 229,862 | $5.9M | 0.83% | |
| 13 | TSAACI Worldwide Inc | 112,217 | $5.8M | 0.83% | |
| 14 | ALSNAllison Transmission Holdings Inc | 53,355 | $5.8M | 0.82% | |
| 15 | SEISolaris Energy Infrastructure Inc | 199,001 | $5.7M | 0.81% | |
| 16 | AITApplied Industrial Technologies Inc | 23,746 | $5.7M | 0.81% | |
| 17 | CAVACava Group Inc | 50,272 | $5.7M | 0.80% | |
| 18 | STRLSterling Infrastructure Inc | 33,239 | $5.6M | 0.79% | |
| 19 | DOCSDoximity Inc | 103,824 | $5.5M | 0.79% | |
| 20 | IDIInterDigital Inc | 28,410 | $5.5M | 0.78% | |
| 21 | EATBrinker International Inc | 40,915 | $5.4M | 0.77% | |
| 22 | CIENCiena Corp | 63,546 | $5.4M | 0.76% | |
| 23 | KDKyndryl Holdings Inc | 155,512 | $5.4M | 0.76% | |
| 24 | BRBRBellRing Brands Inc | 70,136 | $5.3M | 0.75% | |
| 25 | CWCurtiss-Wright Corp | 14,864 | $5.3M | 0.75% | |
| 26 | UPSTUpstart Holdings Inc | 85,556 | $5.3M | 0.75% | |
| 27 | TLNTalen Energy Corp | 26,106 | $5.3M | 0.75% | |
| 28 | BROSDutch Bros Inc | 98,562 | $5.2M | 0.73% | |
| 29 | WHWyndham Hotels & Resorts Inc | 50,670 | $5.1M | 0.72% | |
| 30 | WWWWolverine World Wide Inc | 229,340 | $5.1M | 0.72% | |
| 31 | LITELumentum Holdings Inc | 60,535 | $5.1M | 0.72% | |
| 32 | TPBTurning Point Brands Inc | 83,847 | $5.0M | 0.71% | |
| 33 | KGSEQT Infrastructure III Scsp | 122,476 | $5.0M | 0.71% | |
| 34 | DTMDT Midstream Inc | 50,276 | $5.0M | 0.71% | |
| 35 | VERXVertex Inc | 93,254 | $5.0M | 0.70% | |
| 36 | OLLIOllie's Bargain Outlet Holdings Inc | 45,277 | $5.0M | 0.70% | |
| 37 | IM8NInsmed Inc | 71,964 | $5.0M | 0.70% | |
| 38 | KNTKBlackstone Inc | 87,571 | $5.0M | 0.70% | |
| 39 | PRIMPrimoris Services Corp | 64,968 | $5.0M | 0.70% | |
| 40 | MTSIMACOM Technology Solutions Holdings Inc | 37,755 | $4.9M | 0.69% | |
| 41 | FTAIFTAI Aviation Ltd | 33,475 | $4.8M | 0.68% | |
| 42 | JT5Mueller Water Products Inc | 212,068 | $4.8M | 0.68% | |
| 43 | CNKCinemark Holdings Inc | 153,601 | $4.8M | 0.67% | |
| 44 | CWANClearwater Analytics Holdings Inc | 171,576 | $4.7M | 0.67% | |
| 45 | KTBKontoor Brands Inc | 55,061 | $4.7M | 0.67% | |
| 46 | INTAIntapp Inc | 73,350 | $4.7M | 0.67% | |
| 47 | PEGAPegasystems Inc | 50,125 | $4.7M | 0.66% | |
| 48 | FOURShift4 Payments Inc | 44,907 | $4.7M | 0.66% | |
| 49 | CNXCNX Resources Corp | 126,846 | $4.7M | 0.66% | |
| 50 | SFStifel Financial Corp | 43,759 | $4.6M | 0.66% | |
| 51 | PRCTPROCEPT BioRobotics Corp | 57,547 | $4.6M | 0.66% | |
| 52 | EVREvercore Inc | 16,664 | $4.6M | 0.65% | |
| 53 | SOUNSoundHound AI Inc | 232,349 | $4.6M | 0.65% | |
| 54 | PRGSProgress Software Corp | 70,599 | $4.6M | 0.65% | |
| 55 | AVPTAvePoint Inc | 276,929 | $4.6M | 0.65% | |
| 56 | RBRKRubrik Inc | 69,875 | $4.6M | 0.65% | |
| 57 | QTWOQ2 Holdings Inc | 44,953 | $4.5M | 0.64% | |
| 58 | KTOSKratos Defense & Security Solutions Inc | 170,967 | $4.5M | 0.64% | |
| 59 | MIRWatling Street Capital Partners LLP | 257,777 | $4.5M | 0.64% | |
| 60 | BDCBelden Inc | 39,733 | $4.5M | 0.63% | |
| 61 | ALKTAlkami Technology Inc | 121,036 | $4.4M | 0.63% | |
| 62 | ALKAlaska Air Group Inc | 68,360 | $4.4M | 0.63% | |
| 63 | RHRH | 11,244 | $4.4M | 0.63% | |
| 64 | LBLandbridge Co LLC | 67,811 | $4.4M | 0.62% | |
| 65 | ENVAEnova International Inc | 45,524 | $4.4M | 0.62% | |
| 66 | URBNUrban Outfitters Inc | 79,271 | $4.3M | 0.62% | |
| 67 | GPORGulfport Energy Corp | 23,569 | $4.3M | 0.62% | |
| 68 | PNFPPinnacle Financial Partners Inc | 37,850 | $4.3M | 0.61% | |
| 69 | CCBCoastal Financial Corp/WA | 50,956 | $4.3M | 0.61% | |
| 70 | COHRCoherent Corp | 45,605 | $4.3M | 0.61% | |
| 71 | RDNTRadNet Inc | 61,004 | $4.3M | 0.60% | |
| 72 | BWXTBWX Technologies Inc | 38,015 | $4.2M | 0.60% | |
| 73 | NVCRNovocure Ltd | 141,893 | $4.2M | 0.60% | |
| 74 | SFMSprouts Farmers Market Inc | 33,114 | $4.2M | 0.60% | |
| 75 | MODModine Manufacturing Co | 36,031 | $4.2M | 0.59% | |
| 76 | AYIAcuity Brands Inc | 14,179 | $4.1M | 0.59% | |
| 77 | ASANAsana Inc | 203,474 | $4.1M | 0.58% | |
| 78 | PIPRPiper Sandler Cos | 13,683 | $4.1M | 0.58% | |
| 79 | PAYPaymentus Holdings Inc | 124,563 | $4.1M | 0.58% | |
| 80 | DORMDorman Products Inc | 31,356 | $4.1M | 0.58% | |
| 81 | XMTRXometry Inc | 95,161 | $4.1M | 0.58% | |
| 82 | ADMAADMA Biologics Inc | 235,813 | $4.0M | 0.57% | |
| 83 | TARSTarsus Pharmaceuticals Inc | 71,815 | $4.0M | 0.56% | |
| 84 | CORZCore Scientific Inc | 282,607 | $4.0M | 0.56% | |
| 85 | RVLVRevolve Group Inc | 118,511 | $4.0M | 0.56% | |
| 86 | AROCArchrock Inc | 158,557 | $3.9M | 0.56% | |
| 87 | GDYNGrid Dynamics Holdings Inc | 177,132 | $3.9M | 0.56% | |
| 88 | WGSGeneDx Holdings Corp | 51,183 | $3.9M | 0.56% | |
| 89 | NWLNewell Brands Inc | 392,230 | $3.9M | 0.55% | |
| 90 | JEFJefferies Financial Group Inc | 49,735 | $3.9M | 0.55% | |
| 91 | TGTXTG Therapeutics Inc | 128,923 | $3.9M | 0.55% | |
| 92 | RDWRedwire Corp | 232,903 | $3.8M | 0.54% | |
| 93 | TTMITTM Technologies Inc | 153,936 | $3.8M | 0.54% | |
| 94 | PAYOPayoneer Global Inc | 368,571 | $3.7M | 0.52% | |
| 95 | VCTRCrestview Partners LP/NY | 56,298 | $3.7M | 0.52% | |
| 96 | IMAIMAX Corp | 143,355 | $3.7M | 0.52% | |
| 97 | SGSweetgreen Inc | 114,168 | $3.7M | 0.52% | |
| 98 | APLDApplied Digital Corp | 476,511 | $3.6M | 0.52% | |
| 99 | SEZLSezzle Inc | 13,987 | $3.6M | 0.51% | |
| 100 | AAOIApplied Optoelectronics Inc | 96,135 | $3.5M | 0.50% |
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