Informed Momentum Co LLC

Q4 2025 13F Holdings

  • Location
    solana beach, CA
  • Num holdings

    268

  • Value ($000)

    $897,835

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001510989
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Credo Technology Group Holding Ltd

COMMON STOCK
$11.27M
1 %

78,349

AEIS

Advanced Energy Industries Inc

COMMON STOCK
$10.29M
1 %

49,169

---

nLight Inc

COMMON STOCK
$10.29M
1 %

274,215

---

Fabrinet

COMMON STOCK
$10.22M
1 %

22,458

TTMI

TTM Technologies Inc

COMMON STOCK
$10.05M
1 %

145,677

MDGL

Madrigal Pharmaceuticals Inc

COMMON STOCK
$7.48M
1 %

12,837

BBIO

Bridgebio Pharma Inc

COMMON STOCK
$7.28M
1 %

95,206

GH

Guardant Health Inc

COMMON STOCK
$7.26M
1 %

71,074

DY

Dycom Industries Inc

COMMON STOCK
$7.23M
1 %

21,403

SANM

Sanmina Corp

COMMON STOCK
$7.23M
1 %

48,174

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