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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 125 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 PKOH PARKOHIO HLDGS CORP COM Industrials 88.0 $2K +27.0 +44.3% $24.05 +27.3%
2482 ACCO ACCO BRANDS CORP COM Industrials 699.0 $2K +193.0 +38.1% $3.00 +27.3%
2483 GTN GRAY MEDIA INC COM Communication Services 473.0 $2K +267.0 +129.6% $4.34 -4.4%
2484 CHRS COHERUS ONCOLOGY INC COM Healthcare 1,210.0 $2K +803.0 +197.3% $1.69 -11.8%
2485 BLUE FOUNDRY BANCORP COM 154.0 $2K +64.0 +71.1% $13.24
2486 GRDN GUARDIAN PHARMACY SVCS INC CL A Healthcare 54.0 $2K +13.0 +31.7% $37.67 -2.8%
2487 NKTX NKARTA INC COM Healthcare 952.0 $2K +760.0 +395.8% $2.11 +27.0%
2488 CRDF CARDIFF ONCOLOGY INC COM Healthcare 1,229.0 $2K +483.0 +64.8% $1.62 +4.3%
2489 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 306.0 $2K +108.0 +54.5% $6.37 +20.1%
2490 KVYO KLAVIYO INC COM SER A Technology 100.0 $2K +56.0 +127.3% $19.46 -26.1%
2491 SIGA SIGA TECHNOLOGIES INC COM Healthcare 358.0 $2K +39.0 +12.2% $5.35 -22.0%
2492 LXEO LEXEO THERAPEUTICS INC COM Healthcare 331.0 $2K +281.0 +562.0% $5.74 -11.3%
2493 FLOC FLOWCO HLDGS INC COM CL A Energy 92.0 $2K +23.0 +33.3% $20.60 +32.6%
2494 ALDX ALDEYRA THERAPEUTICS INC COM Healthcare 1,117.0 $2K +820.0 +276.1% $1.69 -5.3%
2495 TKNO ALPHA TEKNOVA INC COM Healthcare 653.0 $2K +513.0 +366.4% $2.89 +25.3%
2496 TTAM TITAN AMER SA COMMON SHARES Basic Materials 124.0 $2K +74.0 +148.0% $14.98 +5.1%
2497 INMB INMUNE BIO INC COM Healthcare 1,604.0 $2K +1K +786.2% $1.13 +31.8%
2498 AOUT AMERICAN OUTDOOR BRANDS INC COM Consumer Cyclical 194.0 $2K +111.0 +133.7% $9.34 -4.1%
2499 AMC ENTMT HLDGS INC CL A NEW 1,845.0 $2K +791.0 +75.0% $0.98
2500 CRITICAL METALS CORP PUBCO ORD SHS 227.0 $2K +58.0 +34.3% $7.94
Page 125 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%