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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 116 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 AMLX AMYLYX PHARMACEUTICALS INC COM Healthcare 417.0 $6K +150.0 +56.2% $13.90 -3.6%
2302 SAIL SAILPOINT INC COM Technology 436.0 $6K +415.0 +1976.2% $13.24 +9.7%
2303 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 501.0 $6K +203.0 +68.1% $11.52 -1.2%
2304 EPM EVOLUTION PETE CORP COM Energy 1,257.0 $6K +854.0 +211.9% $4.58 +4.0%
2305 AURA AURA BIOSCIENCES INC COM Healthcare 860.0 $6K +819.0 +1997.6% $6.69 +13.8%
2306 ESCA ESCALADE INC COM Consumer Cyclical 335.0 $6K +88.0 +35.6% $17.17 +9.6%
2307 SBLK STAR BULK CARRIERS CORP SHS PAR Industrials 250.0 $6K +50.0 +25.0% $22.97 +16.4%
2308 SB SAFE BULKERS INC COM Industrials 903.0 $6K +376.0 +71.3% $6.33 +9.6%
2309 IBOTTA INC CLASS A COM SHS 189.0 $6K +139.0 +278.0% $29.97
2310 TV GRUPO TELEVISA S A B SPON ADR REP ORD Communication Services 1,943.0 $6K +937.0 +93.1% $2.91 -1.5%
2311 RAMACO RES INC COM CL A 363.0 $6K +272.0 +298.9% $15.46
2312 STARZ ENTERTAINMENT CORP COM 475.0 $5K +315.0 +196.9% $11.50
2313 MH MCGRAW HILL INC COM Consumer Defensive 394.0 $5K +353.0 +861.0% $13.70 -12.4%
2314 ALIT ALIGHT INC COM CL A Technology 9,221.0 $5K +9K +1476.2% $0.58 +32.7%
2315 VERASTEM INC COM NEW 1,011.0 $5K +904.0 +844.9% $5.30
2316 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 371.0 $5K +129.0 +53.3% $14.32 +26.4%
2317 MIAMI INTL HLDGS INC COM 136.0 $5K +99.0 +267.6% $38.92
2318 NECB NORTHEAST CMNTY BANCORP INC COM Financial Services 222.0 $5K +57.0 +34.5% $23.80 -0.0%
2319 GENC GENCOR INDS INC COM Industrials 352.0 $5K +160.0 +83.3% $15.00 -3.8%
2320 GRPN GROUPON INC COM NEW Communication Services 442.0 $5K +178.0 +67.4% $11.90 +42.6%
Page 116 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%