Filed: 8/12/2025ACC: 0001104659-25-076664
📋 What this filing means
INFORMED MOMENTUM CO LLC filed this quarterly 13F‑HR report disclosing 220 equity positions with a total reported market value of $660.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
220
Positions
$660.31M
Total AUM (reported)
25.23M
Total Shares
Allocation by class
COMMON STOCK$660.31M100.0%
Portfolio Concentration
Top 3$27.30M4.1%
4–10$48.24M7.3%
11–25$85.83M13.0%
Rest$498.94M75.6%
Top 3 weight
4.1%
Top 10 weight
11.4%
Voting Authority Distribution
Total shares with voting rights: 25.23M
Sole
Full voting authority
11.69M
shares
% of voting shares46.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.54M
shares
% of voting shares53.7%
Investment Discretion (by position count)
Sole220
Shared0
Other0
Dominant voting typeNone · 53.7% of voting shares
Institutional Holdings220
Rows:
Carpenter Technology Corp
SOLEShares34.36K
TypeSH
Market value$9.50M
1.44%
Sole
7.61K
Shared
0.00
None
26.75K
Credo Technology Group Holding Ltd
SOLEShares100.40K
TypeSH
Market value$9.30M
1.41%
Sole
22.27K
Shared
0.00
None
78.13K
Fabrinet
SOLEShares28.88K
TypeSH
Market value$8.51M
1.29%
Sole
6.41K
Shared
0.00
None
22.47K
Sezzle Inc
SOLEShares45.60K
TypeSH
Market value$8.17M
1.24%
Sole
10.40K
Shared
0.00
None
35.20K
Dave Inc
SOLEShares27.43K
TypeSH
Market value$7.36M
1.11%
Sole
11.48K
Shared
0.00
None
15.95K
Kratos Defense & Security Solutions Inc
SOLEShares148.91K
TypeSH
Market value$6.92M
1.05%
Sole
32.99K
Shared
0.00
None
115.92K
AeroVironment Inc
SOLEShares23.43K
TypeSH
Market value$6.68M
1.01%
Sole
5.20K
Shared
0.00
None
18.23K
TTM Technologies Inc
SOLEShares157.73K
TypeSH
Market value$6.44M
0.98%
Sole
35.52K
Shared
0.00
None
122.22K
Porch Group Inc
SOLEShares543.14K
TypeSH
Market value$6.40M
0.97%
Sole
229.44K
Shared
0.00
None
313.70K
Dycom Industries Inc
SOLEShares25.67K
TypeSH
Market value$6.27M
0.95%
Sole
5.70K
Shared
0.00
None
19.97K
Sterling Infrastructure Inc
SOLEShares26.58K
TypeSH
Market value$6.13M
0.93%
Sole
5.90K
Shared
0.00
None
20.69K
Insmed Inc
SOLEShares59.91K
TypeSH
Market value$6.03M
0.91%
Sole
13.29K
Shared
0.00
None
46.62K
Advanced Energy Industries Inc
SOLEShares45.03K
TypeSH
Market value$5.97M
0.90%
Sole
9.99K
Shared
0.00
None
35.04K
Dutch Bros Inc
SOLEShares86.96K
TypeSH
Market value$5.95M
0.90%
Sole
19.27K
Shared
0.00
None
67.69K
Turning Point Brands Inc
SOLEShares78.30K
TypeSH
Market value$5.93M
0.90%
Sole
30.35K
Shared
0.00
None
47.95K
Limbach Holdings Inc
SOLEShares41.09K
TypeSH
Market value$5.76M
0.87%
Sole
16.33K
Shared
0.00
None
24.77K
Niagen Bioscience Inc
SOLEShares398.79K
TypeSH
Market value$5.75M
0.87%
Sole
195.51K
Shared
0.00
None
203.28K
Badger Meter Inc
SOLEShares23.43K
TypeSH
Market value$5.74M
0.87%
Sole
5.20K
Shared
0.00
None
18.23K
OSI Systems Inc
SOLEShares25.44K
TypeSH
Market value$5.72M
0.87%
Sole
5.64K
Shared
0.00
None
19.81K
ESCO Technologies Inc
SOLEShares28.82K
TypeSH
Market value$5.53M
0.84%
Sole
6.38K
Shared
0.00
None
22.44K
Commvault Systems Inc
SOLEShares31.66K
TypeSH
Market value$5.52M
0.84%
Sole
7.02K
Shared
0.00
None
24.64K
Aeva Technologies Inc
SOLEShares145.09K
TypeSH
Market value$5.48M
0.83%
Sole
82.47K
Shared
0.00
None
62.62K
Watts Water Technologies Inc
SOLEShares22.19K
TypeSH
Market value$5.46M
0.83%
Sole
4.92K
Shared
0.00
None
17.27K
Rubrik Inc
SOLEShares60.84K
TypeSH
Market value$5.45M
0.83%
Sole
13.47K
Shared
0.00
None
47.37K
Kyndryl Holdings Inc
SOLEShares129.15K
TypeSH
Market value$5.42M
0.82%
Sole
28.63K
Shared
0.00
None
100.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Carpenter Technology CorpSOLE | Common Stock | 34.36K | SH | $9.50M 1.44% | 7.61K | 0.00 | 26.75K |
Credo Technology Group Holding LtdSOLE | Common Stock | 100.40K | SH | $9.30M 1.41% | 22.27K | 0.00 | 78.13K |
FabrinetSOLE | Common Stock | 28.88K | SH | $8.51M 1.29% | 6.41K | 0.00 | 22.47K |
Sezzle IncSOLE | Common Stock | 45.60K | SH | $8.17M 1.24% | 10.40K | 0.00 | 35.20K |
Dave IncSOLE | Common Stock | 27.43K | SH | $7.36M 1.11% | 11.48K | 0.00 | 15.95K |
Kratos Defense & Security Solutions IncSOLE | Common Stock | 148.91K | SH | $6.92M 1.05% | 32.99K | 0.00 | 115.92K |
AeroVironment IncSOLE | Common Stock | 23.43K | SH | $6.68M 1.01% | 5.20K | 0.00 | 18.23K |
TTM Technologies IncSOLE | Common Stock | 157.73K | SH | $6.44M 0.98% | 35.52K | 0.00 | 122.22K |
Porch Group IncSOLE | Common Stock | 543.14K | SH | $6.40M 0.97% | 229.44K | 0.00 | 313.70K |
Dycom Industries IncSOLE | Common Stock | 25.67K | SH | $6.27M 0.95% | 5.70K | 0.00 | 19.97K |
Sterling Infrastructure IncSOLE | Common Stock | 26.58K | SH | $6.13M 0.93% | 5.90K | 0.00 | 20.69K |
Insmed IncSOLE | Common Stock | 59.91K | SH | $6.03M 0.91% | 13.29K | 0.00 | 46.62K |
Advanced Energy Industries IncSOLE | Common Stock | 45.03K | SH | $5.97M 0.90% | 9.99K | 0.00 | 35.04K |
Dutch Bros IncSOLE | Common Stock | 86.96K | SH | $5.95M 0.90% | 19.27K | 0.00 | 67.69K |
Turning Point Brands IncSOLE | Common Stock | 78.30K | SH | $5.93M 0.90% | 30.35K | 0.00 | 47.95K |
Limbach Holdings IncSOLE | Common Stock | 41.09K | SH | $5.76M 0.87% | 16.33K | 0.00 | 24.77K |
Niagen Bioscience IncSOLE | Common Stock | 398.79K | SH | $5.75M 0.87% | 195.51K | 0.00 | 203.28K |
Badger Meter IncSOLE | Common Stock | 23.43K | SH | $5.74M 0.87% | 5.20K | 0.00 | 18.23K |
OSI Systems IncSOLE | Common Stock | 25.44K | SH | $5.72M 0.87% | 5.64K | 0.00 | 19.81K |
ESCO Technologies IncSOLE | Common Stock | 28.82K | SH | $5.53M 0.84% | 6.38K | 0.00 | 22.44K |
Commvault Systems IncSOLE | Common Stock | 31.66K | SH | $5.52M 0.84% | 7.02K | 0.00 | 24.64K |
Aeva Technologies IncSOLE | Common Stock | 145.09K | SH | $5.48M 0.83% | 82.47K | 0.00 | 62.62K |
Watts Water Technologies IncSOLE | Common Stock | 22.19K | SH | $5.46M 0.83% | 4.92K | 0.00 | 17.27K |
Rubrik IncSOLE | Common Stock | 60.84K | SH | $5.45M 0.83% | 13.47K | 0.00 | 47.37K |
Kyndryl Holdings IncSOLE | Common Stock | 129.15K | SH | $5.42M 0.82% | 28.63K | 0.00 | 100.52K |
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