Informed Momentum Co LLC KTOS — KRATOS DEFENSE &

Ownership history in Informed Momentum Co LLC  ·  20 quarters on record

AI Ownership Summary

Informed Momentum Co LLC reported KRATOS DEFENSE & (KTOS) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.43% in 2025 Q3. The latest visible filing shows KTOS at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KTOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Informed Momentum Co LLC's position in KRATOS DEFENSE &, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KTOS was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KTOS stock page Informed Momentum Co LLC fund profile Informed Momentum Co LLC full holdings
How Informed Momentum Co LLC held KTOS — position size vs. price
% of Fund (quarterly)    KTOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,383 -21,719 -51.6% 0.17% $1.4M 2026-05-13 $52.49
2025 Q4 REDUCED 69.7% -7.1% ✅ 42,102 -96,886 -69.7% 0.36% $3.2M 2026-02-12 $87.05
2025 Q3 REDUCED 6.7% -15.2% ✅ 138,988 -9,923 -6.7% 1.43% $12.5M 2025-11-14 $72.45
2025 Q2 ADDED — — — 148,911 +5,824 +4.1% 1.05% $6.9M 2025-08-12 $69.14
2025 Q1 REDUCED 16.3% +56.5% ❌ 143,087 -27,880 -16.3% 0.73% $4.2M 2025-05-13 $33.78
2024 Q4 ADDED — — — 170,967 +43,117 +33.7% 0.64% $4.5M 2025-02-13 $28.56
2023 Q4 ADDED — — — 127,850 +58,883 +85.4% 0.46% $2.6M 2024-02-14 $20.82
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KTOS

As of 2026 Q1 — sorted by position size

Rovida Investment Management Ltd 15.68% Spear Advisors LLC 4.7% S SQUARED TECHNOLOGY, LLC 3Y 7Y 4.66% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 4.06% Jericho Capital Asset Management L.P. 3Y 7Y 2.76% Lumbard & Kellner, LLC 3Y 7Y 2.57% Fogel Capital Management, Inc. 2.51% Nicholas Investment Partners, LP 3Y 7Y 1.99% Hood River Capital Management LLC 3Y 7Y 1.92% ARK Investment Management LLC 3Y 7Y 1.91%

FAQ About Informed Momentum Co LLC and KTOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Informed Momentum Co LLC reported owning KTOS?

Informed Momentum Co LLC reported KTOS across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KTOS position in Informed Momentum Co LLC's portfolio?

The largest reported portfolio weight for KTOS was 1.43% in 2025 Q3.

What is the latest reported KTOS position on this page?

The most recent filing on this page is 2026 Q1, when Informed Momentum Co LLC reported 20,383 shares, equal to 0.17% of portfolio, with an estimated market value of $1.4M.

What does the chart on this KTOS ownership page compare?

The chart compares Informed Momentum Co LLC's quarterly KTOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Informed Momentum Co LLC time their KTOS position?

Based on 13F filing dates vs. subsequent KTOS price moves, Informed Momentum Co LLC correctly timed 8 out of 19 reported position changes (42%). The annualised alpha on KTOS relative to SPY over the holding period was +32.1%.

← Back to Informed Momentum Co LLC Holdings