Informed Momentum Co LLC
CIK 1510989 · Holdings on Jun 30, 2024 · First reported Aug 12, 2024
Top ten holdings
Q2 2024- SMCI1.31%
- INSM1.17%
- FTAI1.14%
- DY0.96%
- CVLT0.94%
- RXST0.93%
- ONTO0.92%
- CAVA0.92%
- CRDO0.87%
- VECO0.85%
Share classes counted separately10.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SMCIWeight decreased · -1.19 pp2.50% → 1.31%Shares -6.09K (-38.32%)
- AMSCWeight increased · +0.65 pp0.13% → 0.78%Shares +140.83K (+223.19%)
- FNWeight increased · +0.32 pp0.41% → 0.73%Shares +4.44K (+32.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SMCISUPER MICRO COMPUTER INCCommon Stock View history and evidence | $8.04M | 1.31% | 9.81K shares | 2.50% → 1.31%-1.19 pp -6.09K (-38.32%) | Reduced | ↗▾ |
| 02 | INSMINSMED INCCommon Stock View history and evidence | $7.22M | 1.17% | 107.78K shares | Prior unavailable +107.78K | New | ↗▾ |
| 03 | FTAIFTAI AVIATION LTDCommon Stock View history and evidence | $7.04M | 1.14% | 68.17K shares | Prior unavailable +68.17K | New | ↗▾ |
| 04 | DYDYCOM INDUSTRIES INCCommon Stock View history and evidence | $5.91M | 0.96% | 35.02K shares | 0.79% → 0.96%+0.17 pp -191 (-0.54%) | Reduced | ↗▾ |
| 05 | CVLTCOMMVAULT SYSTEMS INCCommon Stock View history and evidence | $5.77M | 0.94% | 47.49K shares | 0.75% → 0.94%+0.19 pp -263 (-0.55%) | Reduced | ↗▾ |
| 06 | RXSTRXSIGHT INCCommon Stock View history and evidence | $5.75M | 0.93% | 95.61K shares | 0.77% → 0.93%+0.16 pp -444 (-0.46%) | Reduced | ↗▾ |
| 07 | ONTOONTO INNOVATION INCCommon Stock View history and evidence | $5.68M | 0.92% | 25.87K shares | 0.73% → 0.92%+0.19 pp -148 (-0.57%) | Reduced | ↗▾ |
| 08 | CAVACAVA GROUP INCCommon Stock View history and evidence | $5.65M | 0.92% | 60.89K shares | 0.67% → 0.92%+0.25 pp -348 (-0.57%) | Reduced | ↗▾ |
| 09 | CRDOCREDO TECHNOLOGY GROUP HOLDICommon Stock View history and evidence | $5.38M | 0.87% | 168.54K shares | 0.57% → 0.87%+0.30 pp -4.85K (-2.80%) | Reduced | ↗▾ |
| 10 | VECOVEECO INSTRUMENTS INCCommon Stock View history and evidence | $5.21M | 0.85% | 111.52K shares | 0.61% → 0.85%+0.24 pp -618 (-0.55%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 117
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VKTX VIKING THERAPEUTICS INC | Non-derivative | -73,063 | -$5.99M | SEC filing ↗ | SEC filing ↗ |
| AIT APPLIED INDUSTRIAL TECH INC | Non-derivative | -29,927 | -$5.91M | SEC filing ↗ | SEC filing ↗ |
| NXT NEXTPOWER INC | Non-derivative | -102,940 | -$5.79M | SEC filing ↗ | SEC filing ↗ |
3 / 117 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1510989 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 615324178
}Research all 241 reported holdings.
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