Position in TRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$675,801
-$29,935 QoQ
Shares Held
54,854
-72.0% QoQ
Ownership
0.542%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 35 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRT 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. TRT ranks #14 (1.0% 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 TRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,801 | 54,854 | Shares | Sole | 2026-08-13 | |
| 2022-03-31 | $705,736 | 97,883 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,302,978 | 97,020 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||