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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 118 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 ZBIO ZENAS BIOPHARMA INC COM Healthcare 245.0 $5K +66.0 +36.9% $19.55 -2.1%
2342 ISTR INVESTAR HOLDING CORP COM Financial Services 175.0 $5K +31.0 +21.5% $27.27 +4.1%
2343 XOMA XOMA ROYALTY CORPORATION COM NEW Healthcare 152.0 $5K +39.0 +34.5% $31.37 +33.7%
2344 OOMA OOMA INC COM Communication Services 326.0 $5K +268.0 +462.1% $14.55 +32.6%
2345 MCBS METROCITY BANKSHARES INC COM Financial Services 164.0 $5K +26.0 +18.8% $28.67 +13.4%
2346 NRDS NERDWALLET INC COM CL A Financial Services 450.0 $5K +37.0 +9.0% $10.38 -21.6%
2347 ABSI ABSCI CORPORATION COM Healthcare 1,547.0 $5K +1K +221.6% $3.00 +65.0%
2348 OVLY OAK VY BANCORP OAKDALE CALIF COM Financial Services 143.0 $5K +8.0 +5.9% $32.43 +3.2%
2349 VHI VALHI INC NEW COM Basic Materials 322.0 $5K +25.0 +8.4% $14.30 -10.9%
2350 HIMALAYA SHIPPING LTD ORD SHS 341.0 $5K +193.0 +130.4% $13.30
2351 USNA USANA HEALTH SCIENCES INC COM Consumer Defensive 259.0 $5K +104.0 +67.1% $17.47 +2.4%
2352 JMHI J P MORGAN EXCHANGE TRADED FD HIGH YIELD MUNI 90.0 $4K +13.0 +16.9% $49.83 -0.5%
2353 MPTI MTRON INDS INC COM Technology 67.0 $4K +32.0 +91.4% $66.85 +18.5%
2354 FLYW FLYWIRE CORPORATION COM VTG Technology 382.0 $4K +203.0 +113.4% $11.64 +37.7%
2355 SLDE SLIDE INS HLDGS INC COM Financial Services 246.0 $4K +166.0 +207.5% $18.00 +3.6%
2356 FRONTVIEW REIT INC COM 286.0 $4K +85.0 +42.3% $15.47
2357 MEDIWOUND LTD SHS NEW 274.0 $4K +217.0 +380.7% $16.11
2358 UNTY UNITY BANCORP INC COM Financial Services 85.0 $4K +9.0 +11.8% $51.84 +3.8%
2359 ASMPT LTD UNSPONSORD ADR 112.0 $4K +55.0 +96.5% $38.97
2360 RCEL AVITA MEDICAL INC COM Healthcare 1,172.0 $4K +1K +1649.2% $3.70 +16.5%
Page 118 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%