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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.7B AUM 4,173 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 2321 Added 1084 Reduced 133 Exited
Page 102 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 PLSE PULSE BIOSCIENCES INC COM Healthcare 441.0 $12K +125.0 +39.6% $27.73 +65.9%
2022 TE T1 ENERGY INC COM NEW Industrials 1,283.0 $12K +190.0 +17.4% $9.48 -51.0%
2023 GOLD GOLD COM INC COM Financial Services 290.0 $12K +111.0 +62.0% $41.61 +0.6%
2024 HBNC HORIZON BANCORP IND COM Financial Services 602.0 $12K +24.0 +4.2% $19.98 +1.5%
2025 BRT BRT APARTMENTS CORP COM Real Estate 780.0 $12K +282.0 +56.6% $15.37 -6.2%
2026 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 1,237.0 $12K +90.0 +7.8% $9.68 -8.4%
2027 PLTK PLAYTIKA HLDG CORP COM Technology 3,204.0 $12K +152.0 +5.0% $3.72 -40.1%
2028 ORKA ORUKA THERAPEUTICS INC COM Healthcare 124.0 $12K +41.0 +49.4% $95.17 +18.8%
2029 ARCT ARCTURUS THERAPEUTICS HLDGS COM Healthcare 1,750.0 $12K +244.0 +16.2% $6.72 +22.2%
2030 NUTX NUTEX HEALTH INC COM Healthcare 68.0 $12K +44.0 +183.3% $170.90 +9.8%
2031 ELVN ENLIVEN THERAPEUTICS INC COM Healthcare 228.0 $12K +6.0 +2.7% $50.75 +18.4%
2032 POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS 616.0 $12K +427.0 +225.9% $18.78
2033 CURV TORRID HLDGS INC COM Consumer Cyclical 6,184.0 $12K +142.0 +2.4% $1.87 +13.4%
2034 NAVN NAVAN INC CL A Technology 504.0 $12K +229.0 +83.3% $22.87 +27.7%
2035 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 1,025.0 $11K +524.0 +104.6% $11.13 +3.1%
2036 PGC PEAPACK GLADSTONE FINL CORP COM Financial Services 241.0 $11K +5.0 +2.1% $47.33 -2.1%
2037 RGCO RGC RES INC COM Utilities 475.0 $11K +43.0 +9.9% $23.90 -9.8%
2038 KRRO KORRO BIO INC COM Healthcare 861.0 $11K +124.0 +16.8% $13.18 +0.3%
2039 KODK EASTMAN KODAK CO COM NEW Industrials 1,223.0 $11K +304.0 +33.1% $9.25 +6.2%
2040 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 312.0 $11K +47.0 +17.7% $36.24 +3.8%
Page 102 of 117  ·  2,321 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%