機関投資家の保有一覧

Informed Momentum Co LLC

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

267銘柄

Informed Momentum Co LLC は、2026年6月30日の SEC Form 13F で 267 銘柄の保有を報告しました。届出上位には Guardant Health、Bloom Energy、Semtech が並び、ヘルスケア・資本財・情報技術にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
GH
GHGuardant Health
ヘルスケア・ 81,304 株
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2
BE
BEBloom Energy
資本財・ 49,663 株
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3
SM
SMTCSemtech
情報技術・ 63,295 株
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4
VI
VICRVicor
情報技術・ 39,729 株
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5
TW
TWSTTwist Bioscience
ヘルスケア・ 62,564 株
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6
RV
RVMDRevolution Medicines
ヘルスケア・ 49,357 株
—
7
VI
VIAVViavi Solutions
情報技術・ 216,164 株
—
8
SI
SITMSiTime
情報技術・ 14,062 株
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9
AL
ALNTAllient
資本財・ 83,936 株
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10
BT
BTSGBrightSpring Health Services
ヘルスケア・ 160,466 株
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残り 257 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	CECOCECO Environmental	120,677	—
12	ETONEton Pharmaceuticals	158,045	—
13	COHUCohu	115,726	—
14	DOCNDigitalOcean	60,641	—
15	PLPCPreformed Line Products	20,043	—
16	SEISolaris Energy Infrastructure	111,196	—
17	FORMFormFactor	55,601	—
18	CHEFChefs' Warehouse	70,932	—
19	AAMIAcadian Asset Management	82,424	—
20	SPHRSphere Entertainment	60,037	—
21	MTSIMACOM Technology Solutions	23,662	—
22	MTRNMaterion	24,334	—
23	SNXTD SYNNEX	26,138	—
24	LINDLindblad Expeditions	208,908	—
25	VSATViasat	95,690	—
26	PSMTPriceSmart	40,283	—
27	AMRXAmneal Pharmaceuticals	337,663	—
28	KLICKulicke & Soffa Industries	67,458	—
29	ARWArrow Electronics	28,081	—
30	TVTXTravere Therapeutics	117,987	—
31	KNKnowles	164,928	—
32	SANMSanmina	28,584	—
33	PRLBProto Labs	64,803	—
34	TTMITTM Technologies	47,850	—
35	DGIIDigi International	82,333	—
36	MODModine Manufacturing	34,702	—
37	XMTRXometry	59,984	—
38	PLXSPlexus	22,090	—
39	MOG-AMoog（A種株）	15,338	—
40	DCODucommun	34,333	—
41	VSXYVictoria's Secret	64,457	—
42	LGNDLigand Pharmaceuticals	19,498	—
43	NWPXNorthwest Pipe	54,681	—
44	JAZZJazz Pharmaceuticals	24,544	—
45	NESRNational Energy Services Reunited	233,512	—
46	ENVAEnova International	33,102	—
47	CLMTCalumet	102,777	—
48	SYRESpyre Therapeutics	60,393	—
49	LFUSLittelfuse	12,256	—
50	LSCCLattice Semiconductor	41,398	—
51	ONTOOnto Innovation	16,786	—
52	EFXTEnerflex	220,963	—
53	OPLNOPENLANE	152,428	—
54	BPOPPopular Inc	34,140	—
55	ATROAstronics	79,042	—
56	GRCGorman-Rupp	69,046	—
57	TSEMTower Semiconductor	21,954	—
58	VIRTVirtu Financial	89,100	—
59	KRYSKrystal Biotech	16,227	—
60	ATENA10 Networks	188,768	—
61	INSWInternational Seaways	44,915	—
62	ACLSAxcelis Technologies	35,066	—
63	MSGSMadison Square Garden Sports	12,687	—
64	ARMKAramark	92,264	—
65	GHMGraham Corporation	55,217	—
66	VMIValmont Industries	10,532	—
67	WTTRSelect Water Solutions	250,180	—
68	ORKAOruka Therapeutics	59,014	—
69	POWLPowell Industries	25,430	—
70	DHCDiversified Healthcare Trust	639,031	—
71	HBMHudbay Minerals	181,307	—
72	UVEUniversal Insurance Holdings	111,414	—
73	PDFSPDF Solutions	88,116	—
74	TXG10x Genomics	52,232	—
75	BELFBBel Fuse	18,924	—
76	LTHLife Time Group Holdings	118,873	—
77	ZGNErmenegildo Zegna	380,869	—
78	HUTHut 8	53,067	—
79	IONQIonQ	108,600	—
80	FROFrontline	89,464	—
81	AXSMAxsome Therapeutics	26,152	—
82	BWABorgWarner	77,294	—
83	ESIElement Solutions	123,071	—
84	VPGVishay Precision Group	58,571	—
85	ALKSAlkermes	110,869	—
86	MYRGMYR Group	15,158	—
87	KODKodiak Sciences	48,618	—
88	DYDycom Industries	16,760	—
89	HNGEHinge Health	46,682	—
90	COCOVita Coco	80,850	—
91	DFTXDefinium Therapeutics	120,928	—
92	ITRNIturan Location & Control	85,930	—
93	CYTKCytokinetics	68,185	—
94	CAMTCamtek	26,969	—
95	ATEXAnterix	52,534	—
96	LPTHLightPath Technologies	398,559	—
97	MKSIMKS Inc	15,571	—
98	IMVTImmunovant	127,273	—
99	ECPGEncore Capital Group	44,604	—
100	AZZAZZ	30,366	—
101	KNSAKiniksa Pharmaceuticals International	55,765	—
102	WULFTeraWulf	272,174	—
103	BHEBenchmark Electronics	47,289	—
104	MRCYMercury Systems	47,917	—
105	LASRnLIGHT	99,725	—
106	AIPArteris	162,933	—
107	KNXKnight-Swift Transportation	59,439	—
108	GNRCGenerac Holdings	18,274	—
109	KGSKodiak Gas Services	72,427	—
110	DAVEDave	11,293	—
111	ENLTEnlight Renewable Energy	58,521	—
112	AEHRAehr Test Systems	36,322	—
113	APLDApplied Digital	153,239	—
114	DVADaVita	21,727	—
115	FEIMFrequency Electronics	44,871	—
116	PTGXProtagonist Therapeutics	27,491	—
117	ENSEnerSys	19,228	—
118	FROGJFrog	39,187	—
119	STRLSterling Infrastructure	6,973	—
120	MDAMDA Space	124,100	—
121	AGXArgan	9,619	—
122	TRVITrevi Therapeutics	264,631	—
123	AXTIAXT	42,817	—
124	ICHRIchor Holdings	58,336	—
125	SYNASynaptics	29,669	—
126	THTarget Hospitality	188,805	—
127	MIRMMirum Pharmaceuticals	42,860	—
128	ECGEverus Construction Group	28,326	—
129	GTXGarrett Motion	128,945	—
130	CVLGCovenant Logistics Group	103,178	—
131	ARCBArcBest	26,262	—
132	APEIAmerican Public Education	79,570	—
133	PBIPitney Bowes	207,422	—
134	AMBQAmbiq Micro	50,968	—
135	DNTHDianthus Therapeutics	39,080	—
136	ECHOEchoStar	36,104	—
137	ELVNEnliven Therapeutics	70,432	—
138	FCELFuelCell Energy	178,858	—
139	URGNUroGen Pharma	79,271	—
140	CEVACEVA	87,452	—
141	VCYTVeracyte	68,609	—
142	FNFabrinet	6,723	—
143	TNGXTango Therapeutics	134,014	—
144	PLPlanet Labs	176,740	—
145	UCTTUltra Clean Holdings	41,163	—
146	SXTSensient Technologies	22,962	—
147	ESEESCO Technologies	10,256	—
148	VSHVishay Intertechnology	73,501	—
149	LARLithium Argentina	489,332	—
150	ACMRACM Research	31,875	—
151	BANDBandwidth	41,644	—
152	CIFRCipher Mining	168,816	—
153	IRDMIridium Communications	53,324	—
154	FCFSFirstCash Holdings	12,120	—
155	EZPWEZCORP	83,810	—
156	PVLAPalvella Therapeutics	18,849	—
157	LINCLincoln Educational Services	110,396	—
158	YOUClear Secure	56,934	—
159	ALGMAllegro MicroSystems	59,485	—
160	KYMRKymera Therapeutics	21,056	—
161	INBXInhibrx Biosciences	23,077	—
162	QMCOQuantum	64,857	—
163	TKRTimken	18,265	—
164	AAOIApplied Optoelectronics	19,284	—
165	MECMayville Engineering	129,182	—
166	UTIUniversal Technical Institute	108,874	—
167	WCCWESCO International	5,461	—
168	INDVIndivior Pharmaceuticals	57,297	—
169	MGMistras Group	92,457	—
170	IESCIES Holdings	5,562	—
171	XENEXenon Pharmaceuticals	48,163	—
172	BWFGBankwell Financial	26,981	—
173	INODInnodata	24,402	—
174	TWINTwin Disc	59,773	—
175	AXGNAxogen	44,907	—
176	COGTCogent Biosciences	53,129	—
177	AIRAAR	15,835	—
178	PKOHPark-Ohio Holdings	33,395	—
179	MRAMEverspin Technologies	82,251	—
180	MCSMarcus	55,809	—
181	VISNVistance Networks	240,985	—
182	FTKFlotek Industries	48,323	—
183	MOVMovado Group	43,261	—
184	FLXSFlexsteel Industries	15,460	—
185	PKEPark Aerospace	45,073	—
186	PKBKParke Bancorp	41,357	—
187	SIFSIFCO Industries	56,262	—
188	OOMAOoma	63,562	—
189	FOSLFossil Group	192,962	—
190	ASYSAmtech Systems	72,579	—
191	LBRTLiberty Energy	67,543	—
192	NVTSNavitas Semiconductor	103,645	—
193	BLZEBackblaze	89,497	—
194	FRDFriedman Industries	31,040	—
195	ESPEspey Mfg & Electronics	19,700	—
196	MITKMitek Systems	70,111	—
197	BWBabcock & Wilcox	216,327	—
198	BKTIBK Technologies	16,180	—
199	CYRXCryoport	70,382	—
200	RELLRichardson Electronics	63,433	—
201	STLNStarling Oncology	188,467	—
202	BBCPConcrete Pumping Holdings	117,631	—
203	OCCOptical Cable	63,484	—
204	PUMPProPetro Holdings	124,224	—
205	LOCOEl Pollo Loco Holdings	80,170	—
206	OSSOne Stop Systems	130,568	—
207	MPTIM-tron Industries	14,516	—
208	NGSNatural Gas Services Group	33,651	—
209	SIShoulder Innovations	57,998	—
210	ILPTIndustrial Logistics Properties Trust	153,176	—
211	ORNOrion Group Holdings	112,703	—
212	NVCTNuvectis Pharma	47,168	—
213	CTRNCiti Trends	21,539	—
214	MAMAMama's Creations	79,581	—
215	ELAEnvela	82,522	—
216	VMDViemed Healthcare	109,592	—
217	QUIKQuickLogic	83,734	—
218	RRBIRed River Bancshares	9,605	—
219	FSTRL.B. Foster	26,549	—
220	RLGTRadiant Logistics	104,713	—
221	SENEASeneca Foods	5,492	—
222	KOPNKopin	192,837	—
223	ELMTElmet Group	41,895	—
224	CERSCerus Corporation	405,071	—
225	SNDSmart Sand	171,938	—
226	ELMDElectromed	32,367	—
227	DLTHDuluth Holdings	229,854	—
228	SHAZSharonAI Holdings	17,741	—
229	IMMXImmix Biopharma	92,825	—
230	EBMTEagle Bancorp Montana	41,423	—
231	MEIMethode Electronics	55,911	—
232	APAmpco-Pittsburgh	90,053	—
233	FISIFinancial Institutions Inc	21,546	—
234	SFSTSouthern First Bancshares	13,952	—
235	INTTinTEST	68,505	—
236	CVGICommercial Vehicle Group	281,677	—
237	UMACUnusual Machines	37,086	—
238	CLYMClimb Bio	69,657	—
239	ESOAEnergy Services of America	68,755	—
240	ACRSAclaris Therapeutics	171,327	—
241	BWENBroadwind	176,250	—
242	PDLBPonce Financial Group	35,185	—
243	SATLSatellogic	124,694	—
244	CHCIComstock Holding Companies	37,502	—
245	CLFDClearfield	20,407	—
246	CMTCore Molding Technologies	27,449	—
247	OVIDOvid Therapeutics	259,631	—
248	MGNXMacroGenics	171,705	—
249	DUOTDuos Technologies	64,583	—
250	CXDOCrexendo	96,642	—
251	GCTSGCT Semiconductor Holding	241,246	—
252	RFILRF Industries	64,275	—
253	SPIRSpire Global	47,775	—
254	BOFBranchOut Food	136,047	—
255	NPCENeuroPace	39,656	—
256	APYXApyx Medical	170,470	—
257	PODCPodcastOne	181,514	—
258	SHIMShimmick	132,978	—
259	AMPGAmpliTech Group	134,625	—
260	WYYWidePoint	54,122	—
261	TRTTrio-Tech International	54,854	—
262	ATOMAtomera	71,261	—
263	ZNTLZentalis Pharmaceuticals	126,863	—
264	GLUEMonte Rosa Therapeutics	30,416	—
265	RLMDRelmada Therapeutics	88,447	—
266	BODIBeachbody	58,608	—
267	STROSutro Biopharma	16,232	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。