Position in QUIK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,672,167
+$861,501 QoQ
Shares Held
83,734
-3.1% QoQ
Ownership
0.457%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#24
of 96 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QUIK Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $83,282,300 across 16 Semiconductors names. QUIK ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SITM |
SITIME Corp
|
14,062 | $10,484,064 | |
| 2 | SMTC |
Semtech Corp
|
63,295 | $10,244,295 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
23,662 | $9,000,314 | |
| 4 | AIP |
Arteris, Inc.
|
162,933 | $7,916,914 | |
| 5 | LASR |
Nlight, Inc.
|
99,725 | $6,942,854 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
41,398 | $6,332,238 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
21,954 | $5,722,090 | |
| 8 | AMBQ |
Ambiq Micro, Inc.
|
50,968 | $4,500,474 |
All Filings in QUIK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,672,167 | 83,734 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $810,666 | 86,425 | Shares | Sole | 2026-05-13 | |
| 2024-03-31 | $1,039,769 | 64,864 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,083,949 | 78,207 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,440,371 | 167,485 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,315,723 | 143,169 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $1,052,869 | 162,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,604,127 | 189,166 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||