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Disclosery

13F-HR filed by Informed Momentum Co LLC

Informed Momentum Co LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 254 holding rows worth $872,246,535.

Accession
0001104659-25-112235
Filer
CIK 1510989
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 254 entries on the cover page, a total value of $872,246,535 stated on the cover page (in dollars after the unit check, H1), rows summing to $872,246,535 with VALUE read as dollars as filed, 13F file number 028-14070. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock90,298$12,934,787dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW138,988$12,493,127dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock29,609$9,894,886dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock67,981$9,183,862dollars as filed
RAMBUS INC DEL COM750917106Stock89,201$9,142,750dollars as filed
IONQ INC COM46222L108Stock149,873$9,066,982dollars as filed
TTM TECHNOLOGIES INC87305R109COM148,595$8,421,109dollars as filed
ADVANCED ENERGY INDS COM007973100Stock50,153$8,394,979dollars as filed
ISHARES MSCI INDIA SMALL-CAP ETF46429B614ETF115,775$8,303,383dollars as filed
FABRINET SHSG3323L100Stock22,907$8,217,239dollars as filed
NLIGHT INC65487K100COM277,830$8,144,823dollars as filed
SPX TECHNOLOGIES INC78473E103COM44,117$8,105,755dollars as filed
AEROVIRONMENT INC COM008073108Stock26,094$8,083,829dollars as filed
BLOOM ENERGY CORP093712107COM94,820$7,888,790dollars as filed
TALEN ENERGY CORP COM87422Q109Stock18,521$7,750,550dollars as filed
LIFE360 INC532206109COM73,855$7,723,656dollars as filed
TURNING PT BRANDS INC COM90041L105Stock78,601$7,675,968dollars as filed
CIDARA THERAPEUTICS INC171757206COM NEW79,012$7,473,057dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock158,124$7,315,626dollars as filed
INTERDIGITAL INC COM45867G101Stock21,526$7,310,076dollars as filed
LAUREATE ED INC COMMON STOCK518613203Stock227,016$7,044,546dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock42,570$6,814,534dollars as filed
INSMED INC COM PAR $.01457669307Stock47,972$6,796,016dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock24,719$6,791,757dollars as filed
IES HOLDINGS INC44951W106COM17,201$6,729,169dollars as filed
ESCO TECHNOLOGIES INC296315104COM32,109$6,668,579dollars as filed
COVISTA INC00737L103COM42,591$6,471,468dollars as filed
BWX TECHNOLOGIES INC05605H100COM35,335$6,409,380dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock37,841$6,402,917dollars as filed
SITIME CORP COM82982T106Stock21,362$6,331,709dollars as filed
BUILD-A-BEAR WORKSHOP INC120076104COM97,938$6,308,316dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock276,056$6,230,620dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A49,388$6,170,760dollars as filed
SanDisk Corporation80004C200COM55,742$6,152,635dollars as filed
TUTOR PERINI CORP901109108COM94,547$6,101,746dollars as filed
PORCH GROUP INC733245104COM352,290$5,849,625dollars as filed
WISDOMTREE INC97717P104COM427,571$5,847,492dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM58,480$5,810,399dollars as filed
ASTRONICS CORP COM046433108Stock128,674$5,774,052dollars as filed
CALIX INC13100M509COM95,612$5,772,961dollars as filed
HECLA MNG CO422704106COM484,332$5,765,074dollars as filed
NEWMARKET CORP COM651587107Stock6,968$5,677,591dollars as filed
MP MATERIALS CORP553368101COM CL A85,522$5,643,291dollars as filed
SANMINA CORP COM801056102Stock49,142$5,565,272dollars as filed
PLANET LABS PBC72703X106COM CL A426,574$5,447,431dollars as filed
PIPER SANDLER COMPANIES724078100COM15,805$5,394,772dollars as filed
ARGAN INC04010E109COM20,201$5,367,399dollars as filed
OKLO INC COM CL A02156V109Stock48,732$5,351,903dollars as filed
BRIGHTSPRING HEALTH SVCS10950A106COM183,362$5,332,086dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock358,654$5,279,275dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW30,175$5,258,849dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM80,067$5,232,953dollars as filed
MAGNITE INC COM55955D100Stock241,943$5,184,579dollars as filed
WAYFAIR INC94419L101CL A58,669$5,155,514dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock488,530$5,078,786dollars as filed
XOMETRY INC98423F109CLASS A COM94,681$5,073,496dollars as filed
COMMSCOPE HLDG CO INC20337X109COM330,533$5,034,549dollars as filed
OPENLANE INC48238T109COM176,799$5,006,354dollars as filed
POWER SOLUTIONS INTERNATIONA73933G202COMMON STOCK51,698$4,995,858dollars as filed
TREVI THERAPEUTICS INC COM89532M101Stock549,479$4,965,423dollars as filed
BRIDGEBIO PHARMA INC10806X102COM97,116$4,962,400dollars as filed
CELSIUS HLDGS INC15118V207COM NEW87,567$4,952,730dollars as filed
RESIDEO TECHNOLOGIES INC COM76118Y104Stock116,372$4,943,050dollars as filed
GPGI INC COM CL A20459V105Stock239,676$4,909,510dollars as filed
AMERICAN SUPERCONDUCTOR CORP030111207SHS NEW83,977$4,907,715dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock10,844$4,892,692dollars as filed
DILLARDS INC CL A254067101Stock8,079$4,883,482dollars as filed
XERIS BIOPHARMA HOLDINGS INC98422E103COM603,101$4,851,289dollars as filed
PERPETUA RESOURCES CORP714266103COM240,460$4,799,601dollars as filed
MINERALYS THERAPEUTICS INC603170101COM127,547$4,758,441dollars as filed
AMERICAN HEALTHCARE REIT INC COM SHS398182303REIT114,526$4,733,315dollars as filed
CENTRUS ENERGY CORP15643U104CL A15,421$4,704,976dollars as filed
ACADIAN ASSET MANAGEMENT INC COM10948W103Stock99,149$4,698,282dollars as filed
D-WAVE QUANTUM INC26740W109COM190,617$4,634,389dollars as filed
COEUR MNG INC COM NEW192108504Stock248,780$4,591,271dollars as filed
CLEARPOINT NEURO INC18507C103COM211,664$4,559,042dollars as filed
DOMO INC257554105COM CL B290,661$4,558,588dollars as filed
MIRUM PHARMACEUTICALS INC604749101COM63,077$4,548,979dollars as filed
ECHOSTAR CORP278768106CL A60,295$4,529,202dollars as filed
TERAWULF INC88080T104COM402,459$4,522,341dollars as filed
WOLVERINE WORLD WIDE INC978097103COM167,316$4,515,917dollars as filed
BUCKLE INC COM118440106Stock78,054$4,503,950dollars as filed
KARMAN HLDGS INC COMMON STOCK485924104Stock63,087$4,480,695dollars as filed
MONARCH CASINO & RESORT INC609027107COM42,886$4,465,707dollars as filed
GUARDANT HEALTH INC COM40131M109Stock72,495$4,455,993dollars as filed
MERCURY SYS INC COM589378108Stock58,309$4,439,651dollars as filed
RUSH STREET INTERACTIVE INC782011100COM219,612$4,424,903dollars as filed
PAGAYA TECHNOLOGIES LTDM7S64L123CL A NEW150,692$4,401,959dollars as filed
NEKTAR THERAPEUTICS640268306COMMON STOCK78,209$4,400,042dollars as filed
CECO ENVIRONMENTAL CORP125141101COM86,838$4,375,699dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW303,208$4,337,790dollars as filed
HUDBAY MINERALS INC COM443628102Stock285,009$4,317,946dollars as filed
URANIUM ENERGY CORP COM916896103Stock328,667$4,312,986dollars as filed
RIOT PLATFORMS INC767292105COM230,266$4,310,751dollars as filed
KINROSS GOLD CORP496902404COM173,549$4,308,166dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock59,396$4,294,331dollars as filed
ARMSTRONG WORLD INDS INC NEW04247X102COM22,264$4,293,436dollars as filed
OSI SYSTEMS INC671044105COM17,440$4,276,253dollars as filed
IRENLTDFQ4982L109STOK91,019$4,271,522dollars as filed
REV Group Inc749527107Common Stock76,138$4,245,328dollars as filed
CELCUITY INC15102K100COM87,292$4,242,793dollars as filed
ELBIT SYS LTD ORDM3760D101Stock8,317$4,222,075dollars as filed
LEMONADEINC52567D107STOK79,626$4,192,875dollars as filed
PHIBRO ANIMAL HEALTH CORP (CLA71742Q106CL A COM104,629$4,165,473dollars as filed
BLACKSKY TECHNOLOGY INC09263B207COMMON STOCK208,496$4,153,778dollars as filed
COASTAL FINL CORP WA19046P209COM NEW39,011$4,151,657dollars as filed
UPWORK INC91688F104COM224,598$4,103,143dollars as filed
THREDUP INC CLASS A88556E102COMMON STOCK434,314$4,060,330dollars as filed
ELDORADO GOLD CORP NEW COM284902509Stock140,396$4,055,279dollars as filed
LYFT INC55087P104CL A COM185,392$4,014,205dollars as filed
OUSTER INC COM NEW68989M202Stock145,337$3,886,397dollars as filed
SPORTRADAR GROUP AGH8088L103COM142,007$3,819,988dollars as filed
DUCOMMUN INC DEL264147109COM39,801$3,764,291dollars as filed
BEL FUSE INC077347300CL B27,009$3,747,733dollars as filed
JFROG LTD ORD SHSM6191J100Stock80,485$3,747,400dollars as filed
KINIKSA PHARMACEUTICALS INTL P ORD SHS CL AG52694109Stock97,939$3,741,872dollars as filed
BANCORP INC DEL05969A105COM49,891$3,675,471dollars as filed
LENZ THERAPEUTICS INC52635N103COM80,187$3,675,206dollars as filed
EZCORP INC302301106CL A NON VTG195,588$3,663,756dollars as filed
VIASAT INC92552V100COM124,412$3,585,972dollars as filed
DAKTRONICS INC234264109COM174,210$3,585,508dollars as filed
SOUNDHOUND AI INC CLASS A COM836100107Stock226,066$3,576,579dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock54,977$3,538,008dollars as filed
HERITAGE INSURANCE HLDGS INC42727J102COM140,319$3,490,836dollars as filed
PEGASYSTEMS INC COM705573103Stock61,454$3,476,262dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A146,731$3,357,708dollars as filed
CIPHER DIGITAL INC COM17253J106Stock270,242$3,347,526dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM86,337$3,342,212dollars as filed
ARTIVION INC228903100COM79,155$3,297,128dollars as filed
WILLDAN GROUP INC96924N100COM34,639$3,295,156dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK68,776$3,241,420dollars as filed
GLOBALSTAR INC378973507COMMON STOCK89,982$3,221,011dollars as filed
RAMACO RES INC75134P600COM CL A98,585$3,219,480dollars as filed
VSE CORP COM918284100Stock19,669$3,217,137dollars as filed
KYMERA THERAPEUTICS INC501575104COM57,585$3,206,178dollars as filed
ETSY INC29786A106COM48,436$3,163,161dollars as filed
DYCOM INDS INC COM267475101Stock10,977$3,150,809dollars as filed
QUANTUM COMPUTING INC74766W108COM173,779$3,147,446dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock106,740$3,065,575dollars as filed
ENERGY FUELS INC292671708COM NEW198,986$3,005,223dollars as filed
STANTEC INC COM85472N109Stock27,478$2,964,046dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK84,023$2,872,541dollars as filed
YEXT INC98585N106COM335,421$2,811,943dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK167,598$2,795,303dollars as filed
STOKE THERAPEUTICS INC86150R107COM120,181$2,778,565dollars as filed
CUSTOMERS BANCORP INC23204G100COM43,176$2,776,598dollars as filed
DAVE INC23834J201CLASS A COM NEW13,564$2,670,849dollars as filed
RUBRIK INC.781154109CL A32,622$2,639,623dollars as filed
HCI GROUP INC40416E103COM13,740$2,594,440dollars as filed
HUT 8 CORP44812J104COM75,134$2,573,182dollars as filed
RAPPORT THERAPEUTICS INC COM75383L102Stock87,272$2,549,921dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM19,029$2,403,796dollars as filed
NIAGEN BIOSCIENCE INC171077407COM NEW260,045$2,398,527dollars as filed
EVOLV TECHNOLOGIES HLDNGS IN30049H102COM CL A316,307$2,350,053dollars as filed
PRECIGEN INC74017N105COM677,370$2,192,130dollars as filed
URBAN OUTFITTERS INC917047102COM30,771$2,162,323dollars as filed
NICOLET BANKSHARES INC65406E102COM16,236$2,148,446dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A269,272$2,135,327dollars as filed
RED CAT HLDGS INC75644T100COM209,270$2,131,135dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A18,638$1,976,174dollars as filed
AMERICAN PUB ED INC02913V103COM49,562$1,956,212dollars as filed
IDAHO STRATEGIC RESOURCES645827205COM NEW56,617$1,913,088dollars as filed
SEZZLE INC78435P105COM22,754$1,780,357dollars as filed
IBEX LTDG4690M101COMMON STOCK42,190$1,709,539dollars as filed
BK TECHNOLOGIES CORP05587G203COMMON STOCK20,190$1,705,651dollars as filed
OPTIMIZERX CORP68401U204COM NEW77,087$1,580,284dollars as filed
FREQUENCY ELECTRONICS INC358010106COMMON STOCK46,466$1,575,662dollars as filed
RED VIOLET INC75704L104COMMON STOCK30,147$1,575,181dollars as filed
ONDAS HLDGS INC68236H204COM NEW192,172$1,483,568dollars as filed
INFORMATION SVCS GROUP INC45675Y104COM252,044$1,449,253dollars as filed
ALLIENT INC019330109COM31,809$1,423,453dollars as filed
STRATTEC SECURITY CORP863111100COMMON STOCK20,705$1,409,182dollars as filed
OIL DRI CORP AMER COM677864100Stock22,705$1,385,913dollars as filed
BOWMAN CONSULTING GROUP LTD103002101COM31,757$1,345,227dollars as filed
NCS MULTISTAGE HLDGS INC628877201COM NEW25,802$1,317,450dollars as filed
EXAGEN INC30068X103COM117,558$1,291,962dollars as filed
MOTORCAR PARTS OF AMERICA IN620071100COMMON STOCK77,009$1,273,729dollars as filed
BANKWELL FINL GROUP INC06654A103COM28,092$1,243,071dollars as filed
LIGHTBRIDGE CORP53224K302COMMON STOCK57,334$1,216,054dollars as filed
BACKBLAZE INC A05637B105COMMON STOCK129,095$1,198,002dollars as filed
MONOPAR THERAPEUTICS INC61023L207COMMON STOCK14,629$1,194,750dollars as filed
UNITED STATES ANTIMONY CORP911549103COM190,683$1,182,235dollars as filed
RCM TECHNOLOGIES INC749360400COMMON STOCK43,927$1,166,262dollars as filed
ESQUIRE FINL HLDGS INC29667J101COM11,407$1,164,141dollars as filed
AEHR TEST SYSTEMS00760J108COMMON STOCK38,538$1,160,379dollars as filed
ETON PHARMACEUTICALS INC29772L108COMMON STOCK52,897$1,149,452dollars as filed
CALEDONIA MINING CORP PLCG1757E113COMMON STOCK30,463$1,103,065dollars as filed
GUARANTY BANCSHARES INC400764106COMMON STOCK22,432$1,093,560dollars as filed
PARK AEROSPACE CORP70014A104COM51,646$1,050,480dollars as filed
FORUM ENERGY TECHNOLOGIES IN34984V209COMMON STOCK38,453$1,027,080dollars as filed
AMYLYX PHARMACEUTICALS INC03237H101COM75,111$1,020,758dollars as filed
RIGEL PHARMACEUTICALS INC766559702COMMON STOCK35,915$1,017,472dollars as filed
FUEL TECH INC359523107COM338,712$1,016,136dollars as filed
CITI TRENDS INC17306X102COMMON STOCK32,227$1,000,004dollars as filed
MAMAS CREATIONS INC COM56146T103Stock94,918$997,588dollars as filed
REGIONAL MANAGEMENT CORP75902K106COMMON STOCK25,261$984,169dollars as filed
THIRD COAST BANCSHARES INC88422P109COM25,786$979,094dollars as filed
TELOS CORP MD87969B101COM143,116$978,913dollars as filed
RF INDUSTRIES LTD749552105COMMON STOCK118,371$974,193dollars as filed
THERAVANCE BIOPHARMA INCG8807B106COM66,258$967,367dollars as filed
OWLET INC69120X206CL A NEW111,156$941,491dollars as filed
KINGSWAY CORP496904202COMMON STOCK63,818$933,019dollars as filed
COOPER STANDARD HOLDING21676P103COMMON STOCK25,044$924,875dollars as filed
AMERICAN RES CORP02927U208CL A339,758$917,347dollars as filed
FLOTEK INDUSTRIES INC343389409COMMON STOCK62,593$913,858dollars as filed
KOPIN CORP500600101COMMON STOCK368,599$895,696dollars as filed
INDUSTRIAL LOGISTICS PPTYS T456237106COM SHS BEN INT150,801$879,170dollars as filed
VENU HLDG CORP92333E104COM68,488$877,331dollars as filed
ONE STOP SYSTEMS INC68247W109COMMON STOCK162,973$873,535dollars as filed
GEOSPACE TECHNOLOGIES CORP37364X109COM45,837$869,070dollars as filed
INTELLICHECK MOBILISA INC45817G201COM NEW164,513$855,468dollars as filed
WESTERN NEW ENGLAND BANCORP958892101COMMON STOCK70,985$852,530dollars as filed
AQUESTIVE THERAPEUTICS INC COM03843E104Stock152,332$851,536dollars as filed
SOLARIS ENERGY INFRAS INC COM CL A83418M103Stock21,261$849,802dollars as filed
LANTRONIX INC516548203COMMON STOCK179,629$820,905dollars as filed
LIFEWAY FOODS INC531914109COMMON STOCK28,882$801,764dollars as filed
RIMINI STR INC DEL76674Q107COM170,881$799,723dollars as filed
908 DEVICES INC COM65443P102Stock86,595$758,572dollars as filed
CURIOSITYSTREAM INC23130Q107COMMON STOCK142,300$754,190dollars as filed
FRIEDMAN INDUSTRIES358435105COMMON STOCK34,223$749,313dollars as filed
LINEAGE CELL THERAPEUTICS IN53566P109COMMON STOCK442,221$747,353dollars as filed
ASSEMBLY BIOSCIENCES INC045396207COMMON STOCK29,072$744,243dollars as filed
SENECA FOODS CORP NEW817070501CL A6,863$740,792dollars as filed
GOSSAMER BIO INC COM38341P102Stock278,422$732,250dollars as filed
OPTICAL CABLE CORP683827208COM NEW88,030$714,804dollars as filed
HALLADOR ENERGY COMPANY40609P105COM35,235$689,549dollars as filed
OPTEX SYS HLDGS INC68384X209COM NEW52,757$680,038dollars as filed
AMPLITECH GROUP INC03211Q200COM174,680$679,505dollars as filed
EGAIN CORP28225C806COM NEW77,970$679,119dollars as filed
BABCOCK & WILCOX ENTERPRISES05614L209COM231,616$671,686dollars as filed
FLEXIBLE SOLUTIONS INTL INC33938T104COM69,175$666,847dollars as filed
CERENCE INC COM156727109Stock53,134$662,050dollars as filed
GOPRO INC38268T103CL A310,438$658,129dollars as filed
AMERICAN BATTERY TECHNOLOGY02451V309COM NEW135,277$657,446dollars as filed
ASP ISOTOPES INC00218A105COM68,148$655,584dollars as filed
TECOGEN INC NEW87876P201COM NEW74,101$652,830dollars as filed
COMSTOCK HLDG COS INC205684202CL A NEW45,764$641,154dollars as filed
Better Home & Finance Holding Co08774B508Class A common stock, par value $0.0001 per share11,377$638,705dollars as filed
STARLING ONCOLOGY INC68236X100COMMON STOCK182,509$636,956dollars as filed
JOURNEY MED CORP48115J109COM89,389$636,450dollars as filed
GRAHAM CORP384556106COM11,573$635,358dollars as filed
MICROBOT MED INC59503A204COM NEW207,322$632,332dollars as filed
IZEA WORLDWIDE INC46604H204CMN166,138$618,033dollars as filed
CLARITEV CORPORATION CL A NEW62548M209Stock11,583$614,826dollars as filed
MDXHEALTH SAB5950S113SHS NEW127,780$594,177dollars as filed
UNITY BANCORP INC913290102COMMON STOCK11,871$580,136dollars as filed
SAFE PRO GROUP INC78642D101COM78,230$549,175dollars as filed
ARQIT QUANTUM INC COM NEWG0567U127Stock14,122$547,228dollars as filed
SPERO THERAPEUTICS INC84833T103COM282,445$530,997dollars as filed
OPPFI INC68386H103COMMON STOCK46,038$521,611dollars as filed
FOSSIL GROUP INC34988V106COMMON STOCK200,894$516,298dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM180,950$501,232dollars as filed
PERMA PIPE INTERNATIONAL HOL714167103COMMON STOCK20,421$478,464dollars as filed
THE ARENA GROUP HOLDINGS INC040044109CMN79,411$434,378dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-25-112235this filing2025-11-14acceptance time not in the bulk data set