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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 113 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 TARA PROTARA THERAPEUTICS INC COM STK Healthcare 732.0 $3K +155.0 +26.9% $3.82 +4.2%
2242 LENZ LENZ THERAPEUTICS INC COM Healthcare 486.0 $3K +58.0 +13.6% $5.68 -15.7%
2243 TIPT TIPTREE INC COM Financial Services 153.0 $3K +49.0 +47.1% $17.92 -0.7%
2244 SKANSKA AB SPONSORED ADR 100.0 $3K +82.0 +455.6% $26.86
2245 LILA LIBERTY LATIN AMERICA LTD COM CL A Communication Services 334.0 $3K +69.0 +26.0% $7.84 +8.5%
2246 PLAY DAVE BUSTERS ENTMT INC COM Communication Services 229.0 $3K +17.0 +8.0% $11.40 -11.0%
2247 SITE CTRS CORP COM 652.0 $3K +339.0 +108.3% $3.97
2248 BRIGHTSTAR LOTTERY PLC SHS USD 240.0 $3K +171.0 +247.8% $10.72
2249 SVRA SAVARA INC COM Healthcare 409.0 $3K +273.0 +200.7% $6.16 -12.8%
2250 AFRI FORAFRIC GLOBAL PLC ORDINARY SHARES Consumer Defensive 248.0 $2K +183.0 +281.5% $10.08 +5.0%
2251 ITIC INVESTORS TITLE CO NC COM Financial Services 9.0 $2K +2.0 +28.6% $273.67 +5.4%
2252 HBB HAMILTON BEACH BRANDS HLDG CO COM CL A Consumer Cyclical 106.0 $2K +17.0 +19.1% $23.03 +47.6%
2253 ANGI ANGI INC CL A NEW Communication Services 390.0 $2K +84.0 +27.4% $5.95 -25.1%
2254 WEAV WEAVE COMMUNICATIONS INC COM Technology 386.0 $2K +113.0 +41.4% $5.99 -7.7%
2255 GRDN GUARDIAN PHARMACY SVCS INC CL A Healthcare 55.0 $2K +1.0 +1.9% $41.87 -9.2%
2256 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 498.0 $2K +413.0 +485.9% $4.62 -23.4%
2257 CRCT CRICUT INC COM CL A Technology 513.0 $2K +146.0 +39.8% $4.39 +25.5%
2258 LOCO EL POLLO LOCO HLDGS INC COM Consumer Cyclical 131.0 $2K +46.0 +54.1% $16.96 -8.9%
2259 HANOVER BANCORP INC COM 93.0 $2K +38.0 +69.1% $23.32
2260 PMTS CPI CARD GROUP INC COM NEW Financial Services 104.0 $2K +48.0 +85.7% $20.78 +38.1%
Page 113 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%