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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 121 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 USAU U S GOLD CORP COM NEW Basic Materials 239.0 $4K +62.0 +35.0% $15.19 +1.6%
2402 LUNG PULMONX CORP COM Healthcare 2,803.0 $4K +698.0 +33.2% $1.29 +3.9%
2403 CLFD CLEARFIELD INC COM Technology 136.0 $4K +1.0 +0.7% $26.47 +57.4%
2404 EBF ENNIS INC COM Industrials 168.0 $4K +20.0 +13.5% $21.42 -4.8%
2405 QCRH QCR HLDGS INC COM Financial Services 42.0 $4K +6.0 +16.7% $85.45 +3.9%
2406 WSBF WATERSTONE FINL INC MD COM Financial Services 198.0 $4K +18.0 +10.0% $18.03 +1.0%
2407 COFS CHOICEONE FINANCIA COM Financial Services 126.0 $4K +61.0 +93.8% $28.12 +9.7%
2408 RZLT REZOLUTE INC COM NEW Healthcare 1,154.0 $4K +1K +7593.3% $3.05 +6.2%
2409 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 423.0 $4K +64.0 +17.8% $8.30 -2.1%
2410 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 28.0 $3K +7.0 +33.3% $124.64 -15.7%
2411 POLESTAR AUTOMOTIVE HLDG UK PL SPONSORED ADS 189.0 $3K +67.0 +54.9% $18.42
2412 EMBOTELLADORA ANDINA S A SPON ADR B 137.0 $3K +69.0 +101.5% $25.22
2413 SLS SELLAS LIFE SCIENCES GROUP INC COM NEW Healthcare 815.0 $3K +443.0 +119.1% $4.23 +72.4%
2414 PANL PANGAEA LOGISTICS SOLUTION LTD SHS Industrials 486.0 $3K +308.0 +173.0% $7.08 +11.9%
2415 CDZI CADIZ INC COM NEW Utilities 695.0 $3K +559.0 +411.0% $4.91 -11.8%
2416 NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW Financial Services 718.0 $3K +535.0 +292.4% $4.67 +5.1%
2417 CLBK COLUMBIA FINL INC COM Financial Services 191.0 $3K +26.0 +15.8% $17.51 +12.0%
2418 MGTX MEIRAGTX HLDGS PLC COM Healthcare 386.0 $3K +11.0 +2.9% $8.66 +8.5%
2419 BSET BASSETT FURNITURE INDS INC COM Consumer Cyclical 236.0 $3K +145.0 +159.3% $14.15 +0.0%
2420 LTBR LIGHTBRIDGE CORP COM Industrials 313.0 $3K +249.0 +389.1% $10.66 +1.8%
Page 121 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%