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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 129 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 AMBP ARDAGH METAL PACKAGING S A SHS Consumer Cyclical 198.0 $802.0 +104.0 +110.6% $4.05 -0.6%
2562 WALD WALDENCAST PLC CLASS A ORD SHS Technology 834.0 $792.0 +251.0 +43.0% $0.95 +59.5%
2563 GALAXY DIGITAL INC CL A 42.0 $775.0 +30.0 +250.0% $18.45
2564 SVRA SAVARA INC COM Healthcare 136.0 $743.0 +89.0 +189.4% $5.46 -7.3%
2565 STRATA CRITICAL MEDICAL INC CL A COM 176.0 $736.0 +141.0 +402.9% $4.18
2566 HNGE HINGE HEALTH INC CL A Healthcare 17.0 $656.0 +3.0 +21.4% $38.59 +42.1%
2567 PTRN PATTERN GROUP INC COM SER A Technology 47.0 $584.0 +34.0 +261.5% $12.43 +40.8%
2568 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 100.0 $580.0 +77.0 +334.8% $5.80 +4.6%
2569 AOMR ANGEL OAK MORTGAGE REIT INC COM Real Estate 67.0 $551.0 +33.0 +97.1% $8.22 +1.1%
2570 BK TECHNOLOGIES CORPORATION COM NEW 7.0 $522.0 +3.0 +75.0% $74.57
2571 AII AMERICAN INTEGRITY INS GROUP I COM Financial Services 27.0 $521.0 +10.0 +58.8% $19.30 -12.2%
2572 AMERICAN COASTAL INS CORP COM 46.0 $518.0 +1.0 +2.2% $11.26
2573 RCMT RCM TECHNOLOGIES INC COM NEW Industrials 27.0 $517.0 +18.0 +200.0% $19.15 +15.3%
2574 NVGS NAVIGATOR HLDGS LTD SHS Energy 25.0 $483.0 +7.0 +38.9% $19.32 +25.3%
2575 ZSPACE INC COM 4,008.0 $455.0 +3K +173.6% $0.11
2576 EP EMPIRE PETE CORP COM Energy 146.0 $432.0 +42.0 +40.4% $2.96 -3.8%
2577 PROP PRAIRIE OPER CO COM Financial Services 195.0 $396.0 +86.0 +78.9% $2.03 -59.2%
2578 RBKB RHINEBECK BANCORP INC COM Financial Services 25.0 $386.0 +10.0 +66.7% $15.44 +2.4%
2579 LIFEZONE METALS LIMITED ORD SHS 106.0 $356.0 +63.0 +146.5% $3.36
2580 AIRJ AIRJOULE TECHNOLOGIES CORP CL A Industrials 141.0 $354.0 +22.0 +18.5% $2.51 +39.4%
Page 129 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%