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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 114 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 SMHI SEACOR MARINE HLDGS INC COM Industrials 281.0 $2K +38.0 +15.6% $7.65 +29.4%
2262 FLOC FLOWCO HLDGS INC COM CL A Energy 99.0 $2K +7.0 +7.6% $21.34 +9.4%
2263 CF BANKSHARES INC COM 64.0 $2K +14.0 +28.0% $32.77
2264 ACCELLERON INDS AG UNSPONSORED ADR 20.0 $2K +5.0 +33.3% $101.50
2265 KOPN KOPIN CORP COM Technology 440.0 $2K +78.0 +21.6% $4.48 +16.1%
2266 ARX ACCELERANT HOLDINGS CL A Financial Services 160.0 $2K +91.0 +131.9% $11.72 +66.9%
2267 ABAT AMERICAN BATTERY TECHNOLOGY COM NEW Basic Materials 653.0 $2K +533.0 +444.2% $2.83 -17.7%
2268 TRVI TREVI THERAPEUTICS INC COM Healthcare 99.0 $2K +5.0 +5.3% $18.65 -1.3%
2269 TCX TUCOWS INC COM NEW Technology 137.0 $2K +51.0 +59.3% $13.47 -16.8%
2270 ICL ICL GROUP LTD SHS Basic Materials 363.0 $2K +186.0 +105.1% $4.98 +8.1%
2271 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 464.0 $2K +170.0 +57.8% $3.77 -7.1%
2272 STGW STAGWELL INC COM CL A Communication Services 235.0 $2K +133.0 +130.4% $7.43 +19.0%
2273 NL NLI HOLDINGS INC COM NEW Industrials 278.0 $2K +166.0 +148.2% $5.95 +9.3%
2274 CBNK CAPITAL BANCORP INC MD COM Financial Services 47.0 $2K +39.0 +487.5% $35.13 +7.4%
2275 TSHA TAYSHA GENE THERAPIES INC COM SHS Healthcare 232.0 $2K +97.0 +71.8% $6.81 -9.7%
2276 QURE UNIQURE NV SHS Healthcare 33.0 $2K +25.0 +312.5% $46.06 +3.7%
2277 HNGE HINGE HEALTH INC CL A Healthcare 18.0 $1K +1.0 +5.9% $83.00 +6.3%
2278 TALK TALKSPACE INC COM Healthcare 283.0 $1K +122.0 +75.8% $5.20 +0.9%
2279 ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT Real Estate 160.0 $1K +24.0 +17.6% $8.87 -2.4%
2280 VRM VROOM INC COM NEW Consumer Cyclical 184.0 $1K +155.0 +534.5% $7.70 +43.0%
Page 114 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%