Informed Momentum Co LLC: 13F holdings
CIK 15109892026Q2
| Positions | 268 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 268 (-5 vs prior quarter) |
|---|
| Reported value | $1.1bn (+29.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SMIN Blackrock Inc | 504,854 | $35.7m | 3.2% |
| VICR Vicor Corp | 39,729 | $15.1m | 1.3% |
| BE Bloom Energy Corp | 49,663 | $15.0m | 1.3% |
| GH Guardant Health Inc | 81,304 | $12.2m | 1.1% |
| BTSG BrightSpring Health Services Inc | 160,466 | $11.2m | 1.0% |
| CECO CECO Environmental Corp | 120,677 | $11.0m | 1.0% |
| SITM SiTime Corp | 14,062 | $10.5m | 0.9% |
| SPHR Sphere Entertainment Co | 60,037 | $10.4m | 0.9% |
| VIAV Viavi Solutions Inc | 216,164 | $10.3m | 0.9% |
| SMTC Semtech Corp | 63,295 | $10.2m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510989")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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