Informed Momentum Co LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Informed Momentum Co LLC held in its portfolio 268 assets valued at $897,835,165 (i.e. $897.84M).

The most valuable assets in the portfolio included: Credo Technology Group Holding Ltd ($11.27M), Advanced Energy Industries Inc ($10.30M), and nLight Inc ($10.29M).

The chart below shows the top 10 valuable assets, and the table below shows the top 268 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Informed Momentum Co LLC Portfolio
Credo Technology Group Holding Ltd
Advanced Energy Industries Inc
nLight Inc
Fabrinet
TTM Technologies Inc
Madrigal Pharmaceuticals Inc
Bridgebio Pharma Inc
Guardant Health Inc
Dycom Industries Inc
Sanmina Corp
Informed Momentum Co LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Credo Technology Group Holding Ltd 78349 11273638 Common Stock
Advanced Energy Industries Inc 49169 10294514 Common Stock
nLight Inc 274215 10285805 Common Stock
Fabrinet 22458 10224678 Common Stock
TTM Technologies Inc 145677 10051713 Common Stock
Madrigal Pharmaceuticals Inc 12837 7475499 Common Stock
Bridgebio Pharma Inc 95206 7282307 Common Stock
Guardant Health Inc 71074 7259498 Common Stock
Dycom Industries Inc 21403 7232074 Common Stock
Sanmina Corp 48174 7229472 Common Stock
Zurn Elkay Water Solutions Corp 155011 7206461 Common Stock
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