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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 109 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 MRVI MARAVAI LIFESCIENCES HLDGS INC COM CL A Healthcare 884.0 $6K +52.0 +6.2% $6.24 -10.2%
2162 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 514.0 $6K +208.0 +68.0% $10.71 +15.4%
2163 RGP RESOURCES CONNECTION INC COM Industrials 1,281.0 $5K +678.0 +112.4% $4.25 +1.2%
2164 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 177.0 $5K +16.0 +9.9% $30.36 -0.0%
2165 VIBRA ENERGIA SA SPONSORED ADS 457.0 $5K +98.0 +27.3% $11.57
2166 FC FRANKLIN COVEY CO COM Industrials 215.0 $5K +15.0 +7.5% $24.53 -22.3%
2167 FCCO FIRST CMNTY CORP S C COM Financial Services 161.0 $5K +81.0 +101.2% $32.68 +6.0%
2168 MGRC MCGRATH RENTCORP COM Industrials 43.0 $5K +6.0 +16.2% $121.02 -1.7%
2169 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 620.0 $5K +197.0 +46.6% $8.38 -44.7%
2170 GNE GENIE ENERGY LTD CL B Utilities 357.0 $5K +170.0 +90.9% $14.45 +2.0%
2171 FPS FORGENT POWER SOLUTIONS INC COM SHS CL A Industrials 92.0 $5K +79.0 +607.7% $55.86 -34.5%
2172 SKILLSOFT CORP CL A 985.0 $5K +657.0 +200.3% $5.18
2173 GALAXY DIGITAL INC CL A 186.0 $5K +144.0 +342.9% $27.34
2174 EBF ENNIS INC COM Industrials 239.0 $5K +71.0 +42.3% $21.25 +5.9%
2175 COMMUNITY WEST BANCSHARES NEW COM 189.0 $5K +68.0 +56.2% $26.86
2176 KNORR BREMSE AG UNSPONSRED ADS 174.0 $5K +55.0 +46.2% $29.07
2177 LAND GLADSTONE LD CORP COM Real Estate 591.0 $5K +169.0 +40.0% $8.53 -2.8%
2178 CRMD CORMEDIX INC COM Healthcare 627.0 $5K +241.0 +62.4% $7.85 +4.3%
2179 INGN INOGEN INC COM Healthcare 758.0 $5K +110.0 +17.0% $6.45 -12.6%
2180 LTBR LIGHTBRIDGE CORP COM Industrials 551.0 $5K +238.0 +76.0% $8.79 -9.5%
Page 109 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%