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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 105 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 ARDX ARDELYX INC COM Healthcare 1,846.0 $9K +271.0 +17.2% $5.10 -23.1%
2082 VEL VELOCITY FINL INC COM Financial Services 509.0 $9K +282.0 +124.2% $18.46 -2.3%
2083 NESR NATIONAL ENERGY SERVICES REUNI SHS Energy 313.0 $9K +36.0 +13.0% $29.93 +17.9%
2084 UMH UMH PPTYS INC COM Real Estate 616.0 $9K +244.0 +65.6% $15.14 +6.6%
2085 MOWI ASA SPONSORED ADS 502.0 $9K +374.0 +292.2% $18.45
2086 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 106.0 $9K +18.0 +20.4% $87.10 -13.6%
2087 REPOSITRAK INC COM NEW 1,025.0 $9K +66.0 +6.9% $9.00
2088 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 1,478.0 $9K +502.0 +51.4% $6.24 +2.1%
2089 LOGI LOGITECH INTL S A SHS Technology 97.0 $9K +10.0 +11.5% $94.04 +4.5%
2090 SNDX SYNDAX PHARMACEUTICALS INC COM Healthcare 417.0 $9K +25.0 +6.4% $21.86 -8.9%
2091 KVYO KLAVIYO INC COM SER A Technology 600.0 $9K +500.0 +500.0% $15.10 +17.9%
2092 COOK TRAEGER INC COM NEW Consumer Cyclical 113.0 $9K +109.0 +2725.0% $78.83 -28.9%
2093 VABK VIRGINIA NATL BK CHRLOTSVLE VA COM Financial Services 200.0 $9K +3.0 +1.5% $44.38 +6.2%
2094 MGA MAGNA INTL INC COM Consumer Cyclical 135.0 $9K +13.0 +10.7% $65.66 +7.0%
2095 VIA VIA TRANSN INC COM CL A Technology 488.0 $9K +46.0 +10.4% $18.14 +37.9%
2096 KROS KEROS THERAPEUTICS INC COM Healthcare 824.0 $9K +603.0 +272.9% $10.70 -0.8%
2097 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 231.0 $9K +6.0 +2.7% $37.52 -3.8%
2098 TSSI TSS INC DEL COM Technology 697.0 $9K +59.0 +9.2% $12.30 -23.3%
2099 IBCP INDEPENDENT BK CORP MICH COM NEW Financial Services 236.0 $9K +82.0 +53.2% $36.07 +5.6%
2100 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 462.0 $8K +4.0 +0.9% $18.37 +30.3%
Page 105 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%