Position in FORM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,136,524
+$3,201,022 QoQ
Shares Held
73,580
+4.3% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 21.348192443598805.ToString("F0")%
Shared 0.ToString("F0")%
None 78.6518075564012.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $33,488,962 across 9 Semiconductor Equipment & Materials names. FORM ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXTI |
Axt Inc
|
155,011 | $8,832,526 | |
| 2 | FORM |
Formfactor Inc
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|
73,580 | $7,136,524 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
68,520 | $4,503,134 | |
| 4 | CAMT |
Camtek Ltd
|
26,969 | $4,088,770 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
59,232 | $2,760,803 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
41,803 | $2,599,310 | |
| 7 | ACMR |
ACM Research, Inc.
|
43,874 | $1,726,441 | |
| 8 | INTT |
Intest Corp
|
71,324 | $973,572 |
All Filings in FORM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,136,524 | 73,580 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,935,502 | 70,554 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $5,146,744 | 85,028 | Shares | Sole | 2024-08-12 | |
| 2020-06-30 | $2,274,306 | 77,542 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,957,368 | 97,430 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||