Informed Momentum Co LLC — 13F holdings

Informed Momentum Co LLC reported 268 holdings worth $1.12B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. SMIN ISHARES TR — $35.7M (3.2%)
2. VICR VICOR CORP — $15.1M (1.3%)
3. BE BLOOM ENERGY CORP — $15.0M (1.3%)
4. GH GUARDANT HEALTH INC — $12.2M (1.1%)
5. BTSG BRIGHTSPRING HEALTH SVCS INC — $11.2M (1.0%)
6. CECO CECO ENVIRONMENTAL CORP — $11.0M (1.0%)
7. SITM SITIME CORP — $10.5M (0.9%)
8. SPHR SPHERE ENTERTAINMENT CO — $10.4M (0.9%)
9. VIAV VIAVI SOLUTIONS INC — $10.3M (0.9%)
10. SMTC SEMTECH CORP — $10.2M (0.9%)