Informed Momentum Co LLC

Q3 2025 13F Holdings

  • Location
    solana beach, CA
  • Num holdings

    254

  • Value ($000)

    $872,247

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001510989
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Credo Technology Group Holding Ltd

COMMON STOCK
G25457105
$12.93M
2 %

90,298

---

Kratos Defense & Security Solutions Inc

COMMON STOCK
50077B207
$12.49M
1 %

138,988

---

Sterling Infrastructure Inc

COMMON STOCK
859241101
$9.89M
1 %

29,609

P
PRIM

Primoris Services Corp

COMMON STOCK
74164F103
$9.18M
1 %

67,981

R
RMBS*

Rambus Inc

COMMON STOCK
750917106
$9.14M
1 %

89,201

I
IONQ

IonQ Inc

COMMON STOCK
46222L108
$9.07M
1 %

149,873

T
TTMI

TTM Technologies Inc

COMMON STOCK
87305R109
$8.42M
1 %

148,595

A
AEIS

Advanced Energy Industries Inc

COMMON STOCK
007973100
$8.39M
1 %

50,153

S
SMIN

Blackrock Inc

FUNDS - EQUITIES ETF
46429B614
$8.30M
1 %

115,775

---

Fabrinet

COMMON STOCK
G3323L100
$8.22M
1 %

22,907

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 254