Position in ATOM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$620,683
-$88,970 QoQ
Shares Held
71,261
+16.5% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#35
of 121 holders
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATOM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $71,119,552 across 15 Semiconductor Equipment & Materials names. ATOM ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLIC |
Kulicke & Soffa Industries Inc
|
67,458 | $9,023,182 | |
| 2 | FORM |
Formfactor Inc
|
55,601 | $8,892,267 | |
| 3 | COHU |
Cohu Inc
|
115,726 | $8,553,308 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
35,066 | $6,643,253 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
58,336 | $6,549,966 | |
| 6 | ONTO |
Onto Innovation Inc.
|
16,786 | $6,352,661 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
41,163 | $5,869,432 | |
| 8 | CAMT |
Camtek Ltd
|
26,969 | $4,399,183 |
All Filings in ATOM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,683 | 71,261 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $709,653 | 61,177 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $1,181,959 | 134,773 | Shares | Sole | 2023-08-11 | |
| 2020-09-30 | $878,970 | 84,112 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $727,776 | 80,864 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||