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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 103 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 PFIS PEOPLES FINL SVCS CORP COM Financial Services 168.0 $11K +21.0 +14.3% $66.37 +7.4%
2042 FRSH FRESHWORKS INC CLASS A COM Technology 1,101.0 $11K +227.0 +26.0% $10.12 +25.8%
2043 IMMR IMMERSION CORP COM Technology 1,636.0 $11K +1K +650.5% $6.77 +11.2%
2044 MED MEDIFAST INC COM Consumer Cyclical 1,042.0 $11K +137.0 +15.1% $10.61 +6.4%
2045 ALX ALEXANDERS INC COM Real Estate 40.0 $11K +9.0 +29.0% $275.55 -2.7%
2046 ROOT INC CL A NEW 194.0 $11K +58.0 +42.6% $55.92
2047 ABEONA THERAPEUTICS INC COM NEW 1,751.0 $11K +842.0 +92.6% $6.18
2048 EFAV ISHARES TR MSCI EAFE MIN VL 123.0 $11K +82.0 +200.0% $87.71 +6.1%
2049 CDXS CODEXIS INC COM Healthcare 4,766.0 $11K +360.0 +8.2% $2.26 -33.6%
2050 HTFL HEARTFLOW INC COM Healthcare 366.0 $11K +92.0 +33.6% $29.34 +54.2%
2051 SION SIONNA THERAPEUTICS INC COM Healthcare 244.0 $11K +6.0 +2.5% $43.99 -86.5%
2052 IIIV I3 VERTICALS INC COM CL A Technology 501.0 $11K +64.0 +14.7% $21.36 -24.4%
2053 THFF FIRST FINANCIAL CORPORATION COM Financial Services 138.0 $11K +3.0 +2.2% $77.44 +5.5%
2054 TG TREDEGAR CORP COM Industrials 1,340.0 $11K +329.0 +32.5% $7.96 +0.5%
2055 SEVN SEVEN HILLS REALTY TRUST COM Real Estate 1,263.0 $11K +490.0 +63.4% $8.43 -9.5%
2056 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 576.0 $11K +90.0 +18.5% $18.28 -19.1%
2057 TTAM TITAN AMER SA COMMON SHARES Basic Materials 562.0 $10K +438.0 +353.2% $18.66 -18.9%
2058 MEDIOBANCA BANCA DI CREDITO UNSPONSORED ADR 352.0 $10K +146.0 +70.9% $29.73
2059 BAK BRASKEM SA SP ADR PFD A Basic Materials 4,288.0 $10K +2K +105.1% $2.44 -19.3%
2060 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 1,868.0 $10K +201.0 +12.1% $5.54 +25.1%
Page 103 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%