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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.7B AUM 4,173 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 2321 Added 1084 Reduced 133 Exited
Page 19 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SOFTBANK GROUP CORP UNSPONSORED ADR 47,846.0 $900K 0.03% +10K +25.4% $18.82
362 ROLLS ROYCE HOLDINGS PLC SPONSORED ADR 46,688.0 $899K 0.03% +6K +14.5% $19.25
363 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 12,880.0 $891K 0.03% +2K +13.4% $69.19 -1.9%
364 CVNA CARVANA CO CL A Consumer Cyclical 13,431.0 $884K 0.03% +11K +579.4% $65.82 +8.8%
365 RGLD ROYAL GOLD INC COM Basic Materials 4,414.0 $881K 0.03% +111.0 +2.6% $199.61 +26.4%
366 MUSA MURPHY USA INC COM Consumer Cyclical 1,625.0 $876K 0.03% +19.0 +1.2% $538.87 +5.8%
367 UNICREDIT S P A UNSPONSORD ADR 19,474.0 $871K 0.03% +2K +10.6% $44.71
368 GEN GEN DIGITAL INC COM Technology 34,867.0 $868K 0.03% +15K +75.0% $24.89 +13.2%
369 TWLO TWILIO INC CL A Communication Services 4,205.0 $868K 0.03% +468.0 +12.5% $206.33 +6.6%
370 ZTS ZOETIS INC CL A Healthcare 12,047.0 $866K 0.03% +709.0 +6.2% $71.86 +4.5%
371 AMKR AMKOR TECHNOLOGY INC COM Technology 10,015.0 $864K 0.03% +698.0 +7.5% $86.23 -41.0%
372 TXNM ENERGY INC COM 15,159.0 $861K 0.03% +4K +41.9% $56.78
373 WRB BERKLEY W R CORP COM Financial Services 12,186.0 $859K 0.03% +1K +11.8% $70.53 -1.9%
374 UNM UNUM GROUP COM Financial Services 9,610.0 $859K 0.03% +501.0 +5.5% $89.40 -2.7%
375 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 12,635.0 $858K 0.03% +2K +14.9% $67.93 -6.3%
376 CRL CHARLES RIV LABS INTL INC COM Healthcare 3,776.0 $856K 0.03% +308.0 +8.9% $226.79 +28.5%
377 SANM SANMINA CORP COM Technology 3,333.0 $844K 0.03% +233.0 +7.5% $253.08 -24.6%
378 CSL CARLISLE COS INC COM Industrials 2,325.0 $843K 0.03% +655.0 +39.2% $362.75 -1.4%
379 EL LAUDER ESTEE COS INC CL A Consumer Defensive 10,678.0 $843K 0.03% +1K +10.9% $78.95 +21.8%
380 WCN WASTE CONNECTIONS INC COM Industrials 5,030.0 $838K 0.03% +99.0 +2.0% $166.69 +1.0%
Page 19 of 117  ·  2,321 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%