Informed Momentum Co LLC
Q2 2025 13F Holdings
- Locationsolana beach, CA
- Num holdings
220
- Value ($000)
$660,313
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001510989
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CRS Carpenter Technology Corp | COMMON STOCK | 144285103 | $9.50M | 1 % | 34,360 | ||
Credo Technology Group Holding Ltd | COMMON STOCK | G25457105 | $9.30M | 1 % | 100,404 | ||
Fabrinet | COMMON STOCK | G3323L100 | $8.51M | 1 % | 28,875 | ||
SEZL Sezzle Inc | COMMON STOCK | 78435P105 | $8.17M | 1 % | 45,597 | ||
DAVE Dave Inc | COMMON STOCK | 23834J201 | $7.36M | 1 % | 27,425 | ||
Kratos Defense & Security Solutions Inc | COMMON STOCK | 50077B207 | $6.92M | 1 % | 148,911 | ||
JPX AeroVironment Inc | COMMON STOCK | 008073108 | $6.68M | 1 % | 23,428 | ||
TTMI TTM Technologies Inc | COMMON STOCK | 87305R109 | $6.44M | 1 % | 157,731 | ||
PRCH Porch Group Inc | COMMON STOCK | 733245104 | $6.40M | 1 % | 543,140 | ||
DY Dycom Industries Inc | COMMON STOCK | 267475101 | $6.27M | 1 % | 25,667 |
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