Informed Momentum Co LLC
Q4 2025 13F Holdings
- Locationsolana beach, CA
- Num holdings
268
- Value ($000)
$897,835
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001510989
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Credo Technology Group Holding Ltd | COMMON STOCK | G25457105 | $11.27M | 1 % | 78,349 | ||
Advanced Energy Industries Inc | COMMON STOCK | 007973100 | $10.29M | 1 % | 49,169 | ||
nLight Inc | COMMON STOCK | 65487K100 | $10.29M | 1 % | 274,215 | ||
Fabrinet | COMMON STOCK | G3323L100 | $10.22M | 1 % | 22,458 | ||
TTM Technologies Inc | COMMON STOCK | 87305R109 | $10.05M | 1 % | 145,677 | ||
Madrigal Pharmaceuticals Inc | COMMON STOCK | 558868105 | $7.48M | 1 % | 12,837 | ||
Bridgebio Pharma Inc | COMMON STOCK | 10806X102 | $7.28M | 1 % | 95,206 | ||
Guardant Health Inc | COMMON STOCK | 40131M109 | $7.26M | 1 % | 71,074 | ||
Dycom Industries Inc | COMMON STOCK | 267475101 | $7.23M | 1 % | 21,403 | ||
Sanmina Corp | COMMON STOCK | 801056102 | $7.23M | 1 % | 48,174 |
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