Position in LTRX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$642,010
-$410,615 QoQ
Shares Held
122,521
-31.8% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LTRX Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $32,277,601 across 10 Communication Equipment names. LTRX ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIAV |
Viavi Solutions Inc.
|
270,120 | $8,989,593 | |
| 2 | VSAT |
Viasat Inc
|
110,615 | $5,066,167 | |
| 3 | VISN |
Vistance Networks, Inc.
|
244,657 | $4,452,757 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
5,182 | $3,641,702 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
|
39,165 | $3,312,967 | |
| 6 | FEIM |
Frequency Electronics Inc
|
46,943 | $2,077,697 | |
| 7 | ONDS |
Ondas Inc.
|
218,695 | $1,977,002 | |
| 8 | BKTI |
BK Technologies Corp
|
20,077 | $1,498,346 |
All Filings in LTRX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $642,010 | 122,521 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,052,625 | 179,629 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $820,904 | 179,629 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $799,245 | 136,390 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $2,075,382 | 310,686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,157,416 | 403,246 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,445,455 | 248,360 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $1,104,452 | 229,616 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||