Position in FORM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,892,267
+$1,755,743 QoQ
Shares Held
55,601
-24.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#109
of 509 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in FORM 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. FORM ranks #2 (12.5% 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
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|
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 FORM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,892,267 | 55,601 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||