Informed Momentum Co LLC
CIK 1510989 · Holdings on Sep 30, 2024 · First reported Nov 13, 2024
Top ten holdings
Q3 2024- FTAI1.35%
- PCVX1.25%
- SFM1.21%
- INSM1.18%
- CVLT1.09%
- ZETA1.03%
- CAVA0.95%
- ENSG0.92%
- MOD0.88%
- ACIW0.87%
Share classes counted separately10.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PCVXWeight increased · +0.80 pp0.45% → 1.25%Shares +36.47K (+99.87%)
- SFMWeight increased · +0.74 pp0.47% → 1.21%Shares +38.68K (+110.76%)
- SEZLWeight increased · +0.67 pp0.10% → 0.77%Shares +22.85K (+318.85%)
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 | FTAIFTAI AVIATION LTDCommon Stock View history and evidence | $9.05M | 1.35% | 68.11K shares | 1.14% → 1.35%+0.21 pp -65 (-0.10%) | Reduced | ↗▾ |
| 02 | PCVXVAXCYTE INCCommon Stock View history and evidence | $8.34M | 1.25% | 73.00K shares | 0.45% → 1.25%+0.80 pp +36.47K (+99.87%) | Added | ↗▾ |
| 03 | SFMSPROUTS FARMERS MARKET INCCommon Stock View history and evidence | $8.13M | 1.21% | 73.61K shares | 0.47% → 1.21%+0.74 pp +38.68K (+110.76%) | Added | ↗▾ |
| 04 | INSMINSMED INCCommon Stock View history and evidence | $7.88M | 1.18% | 107.97K shares | 1.17% → 1.18%+0.01 pp +191 (+0.18%) | Added | ↗▾ |
| 05 | CVLTCOMMVAULT SYSTEMS INCCommon Stock View history and evidence | $7.32M | 1.09% | 47.57K shares | 0.94% → 1.09%+0.15 pp +81 (+0.17%) | Added | ↗▾ |
| 06 | ZETAZETA GLOBAL HOLDINGS CORP-ACommon Stock View history and evidence | $6.87M | 1.03% | 230.20K shares | 0.75% → 1.03%+0.28 pp -31.34K (-11.98%) | Reduced | ↗▾ |
| 07 | CAVACAVA GROUP INCCommon Stock View history and evidence | $6.37M | 0.95% | 51.42K shares | 0.92% → 0.95%+0.03 pp -9.46K (-15.54%) | Reduced | ↗▾ |
| 08 | ENSGENSIGN GROUP INC/THECommon Stock View history and evidence | $6.17M | 0.92% | 42.93K shares | Prior unavailable +42.93K | New | ↗▾ |
| 09 | MODMODINE MANUFACTURING COCommon Stock View history and evidence | $5.89M | 0.88% | 44.39K shares | 0.53% → 0.88%+0.35 pp +11.81K (+36.27%) | Added | ↗▾ |
| 10 | ACIWACI WORLDWIDE INCCommon Stock View history and evidence | $5.84M | 0.87% | 114.79K shares | Prior unavailable +114.79K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 113
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SMCI SUPER MICRO COMPUTER INC | Non-derivative | -9,808 | -$8.04M | SEC filing ↗ | SEC filing ↗ |
| RXST RXSIGHT INC | Non-derivative | -95,607 | -$5.75M | SEC filing ↗ | SEC filing ↗ |
| ONTO ONTO INNOVATION INC | Non-derivative | -25,869 | -$5.68M | SEC filing ↗ | SEC filing ↗ |
3 / 113 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 668889129
}Research all 239 reported holdings.
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