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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 108 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 OOMA OOMA INC COM Communication Services 338.0 $6K +12.0 +3.7% $19.22 +5.6%
2142 DCTH DELCATH SYS INC COM NEW Healthcare 512.0 $6K +100.0 +24.3% $12.59 +36.8%
2143 SBET SHARPLINK INC COM NEW Financial Services 1,342.0 $6K +1K +3966.7% $4.80 +39.4%
2144 LBRX LB PHARMACEUTICALS INC COM SHS Healthcare 196.0 $6K +34.0 +21.0% $32.45 +50.5%
2145 MAX MEDIAALPHA INC CL A Communication Services 496.0 $6K +50.0 +11.2% $12.57 +7.4%
2146 AUGO AURA MINERALS INC SHS NEW Basic Materials 99.0 $6K +81.0 +450.0% $62.95 +33.9%
2147 IDR IDAHO STRATEGIC RESOURCES COM NEW Basic Materials 185.0 $6K +35.0 +23.3% $32.75 -1.9%
2148 FRONTVIEW REIT INC COM 298.0 $6K +12.0 +4.2% $20.23
2149 MRBK MERIDIAN CORP COM Financial Services 297.0 $6K +101.0 +51.5% $20.03 -0.4%
2150 LENOVO GROUP LTD SPONSORED ADR 100.0 $6K +22.0 +28.2% $59.24
2151 REDHILL BIOPHARMA LTD SPONSORED ADR 6,957.0 $6K +273.0 +4.1% $0.84
2152 EBMT EAGLE BANCORP MONT INC COM Financial Services 244.0 $6K +214.0 +713.3% $23.93 -3.0%
2153 MIAMI INTL HLDGS INC COM 157.0 $6K +21.0 +15.4% $37.16
2154 MASS 908 DEVICES INC COM Healthcare 668.0 $6K +62.0 +10.2% $8.70 +16.8%
2155 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 37.0 $6K +9.0 +32.1% $152.81 -1.0%
2156 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 78.0 $6K +12.0 +18.2% $71.86 -0.2%
2157 SKYH SKY HARBOUR GROUP CORPORATION COM CL A Industrials 566.0 $6K +66.0 +13.2% $9.84 +5.4%
2158 BMBL BUMBLE INC COM CL A Technology 1,736.0 $6K +198.0 +12.9% $3.20 -13.9%
2159 CYBERARK SOFTWARE CONTRA from M2682V108 123.0 $6K +5.0 +4.2% $45.00
2160 BRUNELLO CUCINELLI S P A UNSPONSORED ADR 585.0 $6K +462.0 +375.6% $9.45
Page 108 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%