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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 109 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 JANX JANUX THERAPEUTICS INC COM Healthcare 728.0 $10K +712.0 +4450.0% $13.90 +3.7%
2162 NBN NORTHEAST BK PORTLAND ME COM Financial Services 90.0 $10K +7.0 +8.4% $112.37 +10.6%
2163 EMXC ISHARES INC MSCI EMRG CHN 128.0 $10K +14.0 +12.3% $78.66 +21.5%
2164 DIVERSIFIED ENERGY CO COMMON STOCK 575.0 $10K +270.0 +88.5% $17.44
2165 LIBERTY GLOBAL LTD COM CL C 854.0 $10K +101.0 +13.4% $11.73
2166 TIC TIC SOLUTIONS INC COM Industrials 1,516.0 $10K +929.0 +158.3% $6.58 +30.6%
2167 SOUNDTHINKING INC COM 1,500.0 $10K +1K +1019.4% $6.62
2168 ASIC ATEGRITY SPECIALTY IN CO HO COM Financial Services 499.0 $10K +491.0 +6137.5% $19.77 +3.9%
2169 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 2,221.0 $10K +1K +91.3% $4.43 +10.4%
2170 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 1,667.0 $10K +924.0 +124.4% $5.86 -6.1%
2171 CHINA MERCHANTS BK CO LTD ADR 304.0 $10K +113.0 +59.2% $31.93
2172 REFI CHICAGO ATLANTIC REAL ESTATE F COM Real Estate 854.0 $10K +694.0 +433.8% $11.32 +0.6%
2173 GNTA GENENTA SCIENCE S P A SPONSORED ADS Healthcare 14,288.0 $10K +11K +405.4% $0.67 -12.2%
2174 ENEL SOCIETA PER AZIONI AZ 879.0 $10K +261.0 +42.2% $10.90
2175 HBNC HORIZON BANCORP IND COM Financial Services 578.0 $10K +69.0 +13.6% $16.57 +11.2%
2176 SION SIONNA THERAPEUTICS INC COM Healthcare 238.0 $10K +61.0 +34.5% $40.09 -1.5%
2177 THR THERMON GROUP HLDGS INC COM Industrials 189.0 $10K +74.0 +64.3% $50.40 +29.8%
2178 RGCO RGC RES INC COM Utilities 432.0 $10K +73.0 +20.3% $22.05 +6.0%
2179 DMRC DIGIMARC CORP NEW COM Technology 1,938.0 $10K +702.0 +56.8% $4.91 +175.1%
2180 FIGS FIGS INC CL A Consumer Cyclical 643.0 $9K +70.0 +12.2% $14.77 -15.8%
Page 109 of 130  ·  2,584 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%