account_balance
Investment manager · 13F filer · SEC CIK 1510989
Informed Momentum Co LLC
Reported value$1.12Bas of Jun 30, 2026
Positions268 122 new, 127 sold out
Top 10 weight12.6%SMIN alone is 3%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SMINBlackrock Inc
3.2%Added +381%
VICRVicor Corp
1.3%Trimmed −14%
BEBloom Energy Corp
1.3%Trimmed −11%
GHGuardant Health Inc
1.1%New
BTSGBrightSpring Health Services Inc
1.0%
CECOCECO Environmental Corp
1.0%New
SITMSiTime Corp
0.9%Trimmed −13%
SPHRSphere Entertainment Co
0.9%
VIAVViavi Solutions Inc
0.9%Trimmed −20%
SMTCSemtech Corp
0.9%New
DOCNDigitalOcean Holdings Inc
0.8%Trimmed −11%
MODModine Manufacturing Co
0.8%
SMINBlackrock Inc
3.2%Added +381%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SMIN Blackrock Inc 3.2% Added +381%
VICR Vicor Corp 1.3% Trimmed −14%BE Bloom Energy Corp 1.3% Trimmed −11%GH Guardant Health Inc 1.1% NewBTSG BrightSpring Health Services Inc 1.0% HeldCECO CECO Environmental Corp 1.0% NewSITM SiTime Corp 0.9% Trimmed −13%SPHR Sphere Entertainment Co 0.9% HeldVIAV Viavi Solutions Inc 0.9% Trimmed −20%SMTC Semtech Corp 0.9% NewDOCN DigitalOcean Holdings Inc 0.8% Trimmed −11%MOD Modine Manufacturing Co 0.8% HeldWhat changed