Informed Momentum Co LLC — 13F Holdings & Portfolio
CIK 1510989 · latest 13F-HR filed 2026-05-13
Informed Momentum Co LLC manages $866.2M in 13F-reported U.S. long-equity assets across 273 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AEIS (1.66%), LASR (1.62%), TTMI (1.07%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 127 new positions, exited 122, added to 68, and trimmed 60.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$866.2M
Long-equity book
273
Distinct positions
2026-03-31
Filed 2026-05-13
+127 / −122 / ↑68 / ↓60
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AXT Inc$6.9M +367.4%
- Babcock & Wilcox Enterprises Inc$5.8M +467.0%
- Bloom Energy Corp$4.6M +156.8%
- Advanced Energy Industries Inc$4.1M +39.7%
- American Public Education Inc$3.9M +364.4%
Top Trims
- Turning Point Brands Inc-$6.2M -89.7%
- TETRA Technologies Inc-$5.0M -77.1%
- Heritage Insurance Holdings Inc-$5.0M -91.1%
- Bridgebio Pharma Inc-$5.0M -68.0%
- Idaho Strategic Resources Inc-$4.0M -90.6%
New Positions
- Golar LNG Ltd$8.3M
- Moog Inc$7.8M
- Modine Manufacturing Co$7.6M
- MYR Group Inc$7.1M
- Dana Inc$6.7M
Exited Positions
- Credo Technology Group Holding Ltd$11.3M
- Madrigal Pharmaceuticals Inc$7.5M
- Guardant Health Inc$7.3M
- Sanmina Corp$7.2M
- Zurn Elkay Water Solutions Corp$7.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Advanced Energy Industries Inc | AEIS | 007973100 | $14.4M | 1.66% | 44,577 | SH |
| 2 | nLight Inc | LASR | 65487K100 | $14.1M | 1.62% | 246,778 | SH |
| 3 | TTM Technologies Inc | TTMI | 87305R109 | $9.3M | 1.07% | 95,222 | SH |
| 4 | Viavi Solutions Inc | VIAV | 925550105 | $9.0M | 1.04% | 270,120 | SH |
| 5 | AXT Inc | AXTI | 00246W103 | $8.8M | 1.02% | 155,011 | SH |
| 6 | Fabrinet | FN | G3323L100 | $8.7M | 1.01% | 16,764 | SH |
| 7 | Nextpower Inc | NXT | 65290E101 | $8.5M | 0.98% | 70,539 | SH |
| 8 | Golar LNG Ltd | GLNG | G9456A100 | $8.3M | 0.96% | 153,702 | SH |
| 9 | Moog Inc | MOG.A | 615394202 | $7.8M | 0.90% | 26,715 | SH |
| 10 | Modine Manufacturing Co | MOD | 607828100 | $7.6M | 0.88% | 35,241 | SH |
| 11 | Bloom Energy Corp | BE | 093712107 | $7.5M | 0.87% | 55,680 | SH |
| 12 | Vicor Corp | VICR | 925815102 | $7.4M | 0.86% | 46,108 | SH |
| 13 | Sphere Entertainment Co | SPHR | 55826T102 | $7.2M | 0.83% | 60,983 | SH |
| 14 | FormFactor Inc | FORM | 346375108 | $7.1M | 0.82% | 73,580 | SH |
| 15 | MYR Group Inc | MYRG | 55405W104 | $7.1M | 0.81% | 24,990 | SH |
| 16 | Babcock & Wilcox Enterprises Inc | BW | 05614L209 | $7.0M | 0.81% | 475,486 | SH |
| 17 | BrightSpring Health Services Inc | BTSG | 10950A106 | $6.9M | 0.80% | 162,998 | SH |
| 18 | Planet Labs PBC | PL | 72703X106 | $6.7M | 0.78% | 241,195 | SH |
| 19 | Dana Inc | DAN | 235825205 | $6.7M | 0.77% | 198,097 | SH |
| 20 | Astronics Corp | ATRO | 046433108 | $6.6M | 0.77% | 99,453 | SH |
| 21 | Dycom Industries Inc | DY | 267475101 | $6.6M | 0.76% | 19,406 | SH |
| 22 | Dianthus Therapeutics Inc | DNTH | 252828108 | $6.4M | 0.74% | 76,640 | SH |
| 23 | Solaris Energy Infrastructure Inc | SEI | 83418M103 | $6.4M | 0.74% | 113,459 | SH |
| 24 | Enerflex Ltd | EFXT | 29269R105 | $6.3M | 0.73% | 303,065 | SH |
| 25 | Blackrock Inc | SMIN | 46429B614 | $6.3M | 0.73% | 104,949 | SH |
| 26 | EchoStar Corp | SATS | 278768106 | $6.3M | 0.72% | 53,594 | SH |
| 27 | FirstCash Holdings Inc | FCFS | 33768G107 | $6.3M | 0.72% | 33,269 | SH |
| 28 | Argan Inc | AGX | 04010E109 | $6.1M | 0.71% | 11,269 | SH |
| 29 | Praxis Precision Medicines Inc | PRAX | 74006W207 | $6.1M | 0.71% | 18,995 | SH |
| 30 | National Energy Services Reunited Corp | NESR | G6375R107 | $6.0M | 0.69% | 280,139 | SH |
| 31 | Fastly Inc | FSLY | 31188V100 | $6.0M | 0.69% | 205,508 | SH |
| 32 | DHT Holdings Inc | DHT | Y2065G121 | $5.9M | 0.68% | 324,678 | SH |
| 33 | DigitalOcean Holdings Inc | DOCN | 25402D102 | $5.8M | 0.67% | 67,989 | SH |
| 34 | Huntington Ingalls Industries Inc | HII | 446413106 | $5.6M | 0.65% | 14,809 | SH |
| 35 | SiTime Corp | SITM | 82982T106 | $5.6M | 0.64% | 16,139 | SH |
| 36 | Ensign Group Inc/The | ENSG | 29358P101 | $5.5M | 0.64% | 27,411 | SH |
| 37 | Preformed Line Products Co | PLPC | 740444104 | $5.5M | 0.64% | 20,359 | SH |
| 38 | Calumet Inc | CLMT | 131428104 | $5.4M | 0.63% | 151,692 | SH |
| 39 | Himalaya Shipping Ltd | HSHP | G4660A103 | $5.4M | 0.62% | 411,523 | SH |
| 40 | MACOM Technology Solutions Holdings Inc | MTSI | 55405Y100 | $5.3M | 0.62% | 24,036 | SH |
| 41 | Perpetua Resources Corp | PPTA | 714266103 | $5.3M | 0.61% | 189,334 | SH |
| 42 | AZZ Inc | AZZ | 002474104 | $5.3M | 0.61% | 42,159 | SH |
| 43 | Figs Inc | FIGS | 30260D103 | $5.2M | 0.60% | 353,939 | SH |
| 44 | Terns Pharmaceuticals Inc | TERN | 880881107 | $5.2M | 0.60% | 98,860 | SH |
| 45 | Archrock Inc | AROC | 03957W106 | $5.2M | 0.60% | 149,616 | SH |
| 46 | Five Below Inc | FIVE | 33829M101 | $5.2M | 0.60% | 22,651 | SH |
| 47 | AAR Corp | AIR | 000361105 | $5.2M | 0.60% | 47,122 | SH |
| 48 | Viasat Inc | VSAT | 92552V100 | $5.1M | 0.58% | 110,615 | SH |
| 49 | Century Aluminum Co | CENX | 156431108 | $5.0M | 0.58% | 85,714 | SH |
| 50 | Tower Semiconductor Ltd | TSEM | M87915274 | $5.0M | 0.58% | 28,577 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $866.2M | 273 | 0001104659-26-059851 |
| 2025-12-31 | 2026-02-12 | $897.8M | 268 | 0001104659-26-014023 |
| 2025-09-30 | 2025-11-14 | $872.2M | 254 | 0001104659-25-112235 |