Informed Momentum
$1.1B 13F equity value
396 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SMIN | Blackrock Inc | 504,854 | $36M | 3.2% |
| VICR | Vicor Corp | 39,729 | $15M | 1.3% |
| BE | Bloom Energy Corp | 49,663 | $15M | 1.3% |
| GH | Guardant Health Inc | 81,304 | $12M | 1.1% |
| BTSG | BrightSpring Health Services Inc | 160,466 | $11M | 1.0% |
| CECO | CECO Environmental Corp | 120,677 | $11M | 1.0% |
| SITM | SiTime Corp | 14,062 | $10M | 0.9% |
| SPHR | Sphere Entertainment Co | 60,037 | $10M | 0.9% |
| VIAV | Viavi Solutions Inc | 216,164 | $10M | 0.9% |
| SMTC | Semtech Corp | 63,295 | $10M | 0.9% |
Track Informed Momentum's 13F portfolio: $1.1B in reported holdings, 396 positions. Top holdings and quarterly changes on SentiSense.
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