Filed: 2/13/2025ACC: 0001104659-25-013038
📋 What this filing means
INFORMED MOMENTUM CO LLC filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $705.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$705.82M
Total AUM (reported)
23.05M
Total Shares
Allocation by class
COMMON STOCK$705.00M99.9%
0COMMON STOCK$818.6K0.1%
Portfolio Concentration
Top 3$22.53M3.2%
4–10$42.32M6.0%
11–25$83.84M11.9%
Rest$557.14M78.9%
Top 3 weight
3.2%
Top 10 weight
9.2%
Voting Authority Distribution
Total shares with voting rights: 23.05M
Sole
Full voting authority
9.73M
shares
% of voting shares42.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.32M
shares
% of voting shares57.8%
Investment Discretion (by position count)
Sole251
Shared0
Other0
Dominant voting typeNone · 57.8% of voting shares
Institutional Holdings251
Rows:
Credo Technology Group Holding Ltd
SOLEShares121.74K
TypeSH
Market value$8.18M
1.16%
Sole
22.36K
Shared
0.00
None
99.37K
RealReal Inc/The
SOLEShares670.56K
TypeSH
Market value$7.33M
1.04%
Sole
245.87K
Shared
0.00
None
424.69K
Commvault Systems Inc
SOLEShares46.50K
TypeSH
Market value$7.02M
0.99%
Sole
8.54K
Shared
0.00
None
37.97K
Glaukos Corp
SOLEShares42.30K
TypeSH
Market value$6.34M
0.90%
Sole
7.77K
Shared
0.00
None
34.53K
ExlService Holdings Inc
SOLEShares139.19K
TypeSH
Market value$6.18M
0.88%
Sole
25.55K
Shared
0.00
None
113.64K
IonQ Inc
SOLEShares143.61K
TypeSH
Market value$6.00M
0.85%
Sole
26.84K
Shared
0.00
None
116.77K
Amer Sports Holding Cayman Ltd
SOLEShares213.42K
TypeSH
Market value$5.97M
0.85%
Sole
39.14K
Shared
0.00
None
174.28K
Scholar Rock Holding Corp
SOLEShares137.86K
TypeSH
Market value$5.96M
0.84%
Sole
26.61K
Shared
0.00
None
111.25K
Semtech Corp
SOLEShares96.10K
TypeSH
Market value$5.94M
0.84%
Sole
17.63K
Shared
0.00
None
78.47K
SiTime Corp
SOLEShares27.64K
TypeSH
Market value$5.93M
0.84%
Sole
5.07K
Shared
0.00
None
22.56K
Exelixis Inc
SOLEShares177.79K
TypeSH
Market value$5.92M
0.84%
Sole
32.63K
Shared
0.00
None
145.16K
Rocket Lab USA Inc
SOLEShares229.86K
TypeSH
Market value$5.85M
0.83%
Sole
42.18K
Shared
0.00
None
187.68K
ACI Worldwide Inc
SOLEShares112.22K
TypeSH
Market value$5.83M
0.83%
Sole
20.59K
Shared
0.00
None
91.63K
Allison Transmission Holdings Inc
SOLEShares53.35K
TypeSH
Market value$5.77M
0.82%
Sole
9.79K
Shared
0.00
None
43.56K
Solaris Energy Infrastructure Inc
SOLEShares199K
TypeSH
Market value$5.73M
0.81%
Sole
77.34K
Shared
0.00
None
121.66K
Applied Industrial Technologies Inc
SOLEShares23.75K
TypeSH
Market value$5.69M
0.81%
Sole
4.36K
Shared
0.00
None
19.39K
Cava Group Inc
SOLEShares50.27K
TypeSH
Market value$5.67M
0.80%
Sole
9.23K
Shared
0.00
None
41.04K
Sterling Infrastructure Inc
SOLEShares33.24K
TypeSH
Market value$5.60M
0.79%
Sole
6.19K
Shared
0.00
None
27.05K
Doximity Inc
SOLEShares103.82K
TypeSH
Market value$5.54M
0.79%
Sole
19.04K
Shared
0.00
None
84.78K
InterDigital Inc
SOLEShares28.41K
TypeSH
Market value$5.50M
0.78%
Sole
5.21K
Shared
0.00
None
23.20K
Brinker International Inc
SOLEShares40.91K
TypeSH
Market value$5.41M
0.77%
Sole
7.51K
Shared
0.00
None
33.41K
Ciena Corp
SOLEShares63.55K
TypeSH
Market value$5.39M
0.76%
Sole
11.65K
Shared
0.00
None
51.89K
Kyndryl Holdings Inc
SOLEShares155.51K
TypeSH
Market value$5.38M
0.76%
Sole
28.55K
Shared
0.00
None
126.97K
BellRing Brands Inc
SOLEShares70.14K
TypeSH
Market value$5.28M
0.75%
Sole
12.87K
Shared
0.00
None
57.26K
Curtiss-Wright Corp
SOLEShares14.86K
TypeSH
Market value$5.27M
0.75%
Sole
2.73K
Shared
0.00
None
12.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Credo Technology Group Holding LtdSOLE | Common Stock | 121.74K | SH | $8.18M 1.16% | 22.36K | 0.00 | 99.37K |
RealReal Inc/TheSOLE | Common Stock | 670.56K | SH | $7.33M 1.04% | 245.87K | 0.00 | 424.69K |
Commvault Systems IncSOLE | Common Stock | 46.50K | SH | $7.02M 0.99% | 8.54K | 0.00 | 37.97K |
Glaukos CorpSOLE | Common Stock | 42.30K | SH | $6.34M 0.90% | 7.77K | 0.00 | 34.53K |
ExlService Holdings IncSOLE | Common Stock | 139.19K | SH | $6.18M 0.88% | 25.55K | 0.00 | 113.64K |
IonQ IncSOLE | Common Stock | 143.61K | SH | $6.00M 0.85% | 26.84K | 0.00 | 116.77K |
Amer Sports Holding Cayman LtdSOLE | Common Stock | 213.42K | SH | $5.97M 0.85% | 39.14K | 0.00 | 174.28K |
Scholar Rock Holding CorpSOLE | Common Stock | 137.86K | SH | $5.96M 0.84% | 26.61K | 0.00 | 111.25K |
Semtech CorpSOLE | Common Stock | 96.10K | SH | $5.94M 0.84% | 17.63K | 0.00 | 78.47K |
SiTime CorpSOLE | Common Stock | 27.64K | SH | $5.93M 0.84% | 5.07K | 0.00 | 22.56K |
Exelixis IncSOLE | Common Stock | 177.79K | SH | $5.92M 0.84% | 32.63K | 0.00 | 145.16K |
Rocket Lab USA IncSOLE | Common Stock | 229.86K | SH | $5.85M 0.83% | 42.18K | 0.00 | 187.68K |
ACI Worldwide IncSOLE | Common Stock | 112.22K | SH | $5.83M 0.83% | 20.59K | 0.00 | 91.63K |
Allison Transmission Holdings IncSOLE | Common Stock | 53.35K | SH | $5.77M 0.82% | 9.79K | 0.00 | 43.56K |
Solaris Energy Infrastructure IncSOLE | Common Stock | 199K | SH | $5.73M 0.81% | 77.34K | 0.00 | 121.66K |
Applied Industrial Technologies IncSOLE | Common Stock | 23.75K | SH | $5.69M 0.81% | 4.36K | 0.00 | 19.39K |
Cava Group IncSOLE | Common Stock | 50.27K | SH | $5.67M 0.80% | 9.23K | 0.00 | 41.04K |
Sterling Infrastructure IncSOLE | Common Stock | 33.24K | SH | $5.60M 0.79% | 6.19K | 0.00 | 27.05K |
Doximity IncSOLE | Common Stock | 103.82K | SH | $5.54M 0.79% | 19.04K | 0.00 | 84.78K |
InterDigital IncSOLE | Common Stock | 28.41K | SH | $5.50M 0.78% | 5.21K | 0.00 | 23.20K |
Brinker International IncSOLE | Common Stock | 40.91K | SH | $5.41M 0.77% | 7.51K | 0.00 | 33.41K |
Ciena CorpSOLE | Common Stock | 63.55K | SH | $5.39M 0.76% | 11.65K | 0.00 | 51.89K |
Kyndryl Holdings IncSOLE | Common Stock | 155.51K | SH | $5.38M 0.76% | 28.55K | 0.00 | 126.97K |
BellRing Brands IncSOLE | Common Stock | 70.14K | SH | $5.28M 0.75% | 12.87K | 0.00 | 57.26K |
Curtiss-Wright CorpSOLE | Common Stock | 14.86K | SH | $5.27M 0.75% | 2.73K | 0.00 | 12.13K |
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