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Informed Momentum Co LLC

Q1 2026 13F Holdings

  • Location
    solana beach, CA
  • Num holdings

    273

  • Value ($000)

    $866,236

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AEIS

Advanced Energy Industries Inc

COMMON STOCK
007973100
$14.39M
2 %

44,577

---

nLight Inc

COMMON STOCK
65487K100
$14.07M
2 %

246,778

T
TTMI

TTM Technologies Inc

COMMON STOCK
87305R109
$9.28M
1 %

95,222

V
VIAV

Viavi Solutions Inc

COMMON STOCK
925550105
$8.99M
1 %

270,120

A
AXTI

AXT Inc

COMMON STOCK
00246W103
$8.83M
1 %

155,011

---

Fabrinet

COMMON STOCK
G3323L100
$8.74M
1 %

16,764

---

Nextpower Inc

COMMON STOCK
65290E101
$8.5M
1 %

70,539

---

Golar LNG Ltd

COMMON STOCK
G9456A100
$8.32M
1 %

153,702

---

Moog Inc

COMMON STOCK
615394202
$7.82M
1 %

26,715

M
MOD

Modine Manufacturing Co

COMMON STOCK
607828100
$7.64M
1 %

35,241

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