Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Informed Momentum Co LLC (CIK 1510989) reported $866.2M across 272 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AEIS ($14.4M, 1.66%), LASR ($14.1M, 1.62%), TTMI ($9.3M, 1.07%), VIAV ($9.0M, 1.04%), AXTI ($8.8M, 1.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AEIS | Advanced Energy Industries Inc | $14.4M | 1.66% | 44,577 | Trimmed |
| 2 | LASR | nLight Inc | $14.1M | 1.62% | 246,778 | Trimmed |
| 3 | TTMI | TTM Technologies Inc | $9.3M | 1.07% | 95,222 | Trimmed |
| 4 | VIAV | Viavi Solutions Inc | $9.0M | 1.04% | 270,120 | Trimmed |
| 5 | AXTI | AXT Inc | $8.8M | 1.02% | 155,011 | Added |
| 6 | FN | Fabrinet | $8.7M | 1.01% | 16,764 | Trimmed |
| 7 | NXT | Nextpower Inc | $8.5M | 0.98% | 70,539 | Trimmed |
| 8 | GLNG | Golar LNG Ltd | $8.3M | 0.96% | 153,702 | New |
| 9 | MOG/A | Moog Inc | $7.8M | 0.90% | 26,715 | New |
| 10 | MOD | Modine Manufacturing Co | $7.6M | 0.88% | 35,241 | New |
| 11 | BE | Bloom Energy Corp | $7.5M | 0.87% | 55,680 | Added |
| 12 | VICR | Vicor Corp | $7.4M | 0.86% | 46,108 | Trimmed |
| 13 | MSGE | Sphere Entertainment Co | $7.2M | 0.83% | 60,983 | Trimmed |
| 14 | FORM | FormFactor Inc | $7.1M | 0.82% | 73,580 | Added |
| 15 | MYRG | MYR Group Inc | $7.1M | 0.81% | 24,990 | New |
| 16 | BW | Babcock & Wilcox Enterprises Inc | $7.0M | 0.81% | 475,486 | Added |
| 17 | BTSG | BrightSpring Health Services Inc | $6.9M | 0.80% | 162,998 | Trimmed |
| 18 | PL | Planet Labs PBC | $6.7M | 0.78% | 241,195 | Trimmed |
| 19 | DAN | Dana Inc | $6.7M | 0.77% | 198,097 | New |
| 20 | ATRO | Astronics Corp | $6.6M | 0.77% | 99,453 | Trimmed |
| 21 | DY | Dycom Industries Inc | $6.6M | 0.76% | 19,406 | Trimmed |
| 22 | SOI | Solaris Energy Infrastructure Inc | $6.4M | 0.74% | 113,459 | Trimmed |
| 23 | DNTH | Dianthus Therapeutics Inc | $6.4M | 0.74% | 76,640 | Trimmed |
| 24 | SMIN | Blackrock Inc | $6.3M | 0.73% | 104,949 | Added |
| 25 | EFXT | Enerflex Ltd | $6.3M | 0.73% | 303,065 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31