IM
| |
Informed Momentum Co LLC13F | |
| Informed Momentum Co LLC | |
| Last update 2025-05-13 | 246 Stocks (127 new) |
| Value $578.00 Mil | Turnover 59 % |
Informed Momentum Co LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CORT | Corcept Therapeutics Inc | 67,195 | 7,675.0 | New Holding | 1.330 | +1.33% | 0.060 | -5.85% | +34.13% | 7,167.6 | Biotechnology | |
EXLS | ExlService Holdings Inc | 138,639 | 6,545.1 | -0.40% | 1.130 | 0% | 0.090 | -5.40% | -4.46% | 6,898.2 | Software | |
BROS | Dutch Bros Inc | 98,172 | 6,061.1 | -0.40% | 1.050 | 0% | 0.080 | -4.96% | +11.61% | 7,420.0 | Restaurants | |
DOCS | Doximity Inc | 103,395 | 6,000.0 | -0.41% | 1.040 | 0% | 0.060 | +7.75% | +13.60% | 11,366.9 | Healthcare Providers & Services | |
CRS | Carpenter Technology Corp | 33,024 | 5,983.3 | New Holding | 1.030 | +1.03% | 0.070 | +36.90% | +61.20% | 13,588.3 | Industrial Products | |
INSM | Insmed Inc | 71,670 | 5,467.7 | -0.41% | 0.950 | 0% | 0.040 | +50.12% | +49.94% | 19,663.8 | Biotechnology | |
ALKS | Alkermes PLC | 159,055 | 5,252.0 | New Holding | 0.910 | +0.91% | 0.100 | -4.12% | -7.75% | 4,374.8 | Drug Manufacturers | |
XERS | Xeris Biopharma Holdings Inc | 934,646 | 5,131.2 | +320.30% | 0.890 | +0.68% | 0.580 | +20.79% | +52.51% | 828.0 | Biotechnology | |
TGTX | TG Therapeutics Inc | 130,070 | 5,128.7 | +0.89% | 0.890 | +0.01% | 0.080 | -9.35% | +21.36% | 5,799.3 | Biotechnology | |
AXSM | Axsome Therapeutics Inc | 42,222 | 4,924.4 | New Holding | 0.850 | +0.85% | 0.090 | -0.42% | +24.06% | 5,168.3 | Biotechnology |
Informed Momentum Co LLC's Historical Top Holdings Breakdowns
Informed Momentum Co LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CORT | Corcept Therapeutics Inc | 2025-03-31 | New Buy New Buy | +1.33% | 49.85 ($60.87) 114.22 | $67.59 | 11.04% | New holding | 67,195 | 67,195 | |
CRS | Carpenter Technology Corp | 2025-03-31 | New Buy New Buy | +1.03% | 172.39 ($192.8) 212.53 | $272.97 | 41.58% | New holding | 33,024 | 33,024 | |
ALKS | Alkermes PLC | 2025-03-31 | New Buy New Buy | +0.91% | 28.08 ($32.61) 36 | $26.53 | -18.64% | New holding | 159,055 | 159,055 | |
GKOS | Glaukos Corp | 2025-03-31 | Sold Out Sold Out | -0.90% | 96.6 ($133.38) 161.22 | $94.38 | -29.24% | Sold Out | 0 | -42,300 | |
AXSM | Axsome Therapeutics Inc | 2025-03-31 | New Buy New Buy | +0.85% | 80.05 ($113.93) 137.75 | $104.97 | -7.86% | New holding | 42,222 | 42,222 | |
ALHC | Alignment Healthcare Inc | 2025-03-31 | New Buy New Buy | +0.85% | 11.32 ($14.91) 18.62 | $11.64 | -21.93% | New holding | 264,004 | 264,004 | |
PLMR | Palomar Holdings Inc | 2025-03-31 | New Buy New Buy | +0.85% | 101.51 ($118.48) 137.08 | $131.77 | 11.22% | New holding | 35,700 | 35,700 | |
IONQ | IonQ Inc | 2025-03-31 | Sold Out Sold Out | -0.85% | 18.27 ($32.4) 51.07 | $43.90 | 35.49% | Sold Out | 0 | -143,608 | |
BJ | BJ's Wholesale Club Holdings Inc | 2025-03-31 | New Buy New Buy | +0.84% | 88 ($102.97) 115.5 | $103.55 | 0.56% | New holding | 42,634 | 42,634 | |
EXEL | Exelixis Inc | 2025-03-31 | Sold Out Sold Out | -0.84% | 32.38 ($35.63) 39.16 | $44.79 | 25.71% | Sold Out | 0 | -177,786 |
Informed Momentum Co LLC Total Holding History ($B)
Informed Momentum Co LLC's Asset Allocation
Informed Momentum Co LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Informed Momentum Co LLC's Hypothetical Growth since 2025-03-31
Informed Momentum Co LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Informed Momentum Co LLC's Holdings Heat Map
Size field:
Informed Momentum Co LLC's Holdings Bubble Chart
Informed Momentum Co LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers