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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 85 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 AVPT AVEPOINT INC COM CL A Technology 3,814.0 $43K 0.00% +802.0 +26.6% $11.21 +19.3%
1682 STAA STAAR SURGICAL CO COM PAR 0 01 Healthcare 1,475.0 $42K 0.00% +100.0 +7.3% $28.69 -19.3%
1683 GSHD GOOSEHEAD INS INC COM CL A Financial Services 872.0 $42K 0.00% +134.0 +18.2% $48.50 +49.5%
1684 EMBJ EMBRAER S A SPONSORED ADS Industrials 659.0 $42K 0.00% +26.0 +4.1% $63.80 +19.0%
1685 WINA WINMARK CORP COM Consumer Cyclical 99.0 $42K 0.00% +58.0 +141.5% $423.08 -18.6%
1686 NNI NELNET INC CL A Financial Services 314.0 $42K 0.00% +8.0 +2.6% $133.33 -4.7%
1687 TNC TENNANT CO COM Industrials 475.0 $42K 0.00% +94.0 +24.7% $87.54 -21.5%
1688 TFIN TRIUMPH FINANCIAL INC COM Financial Services 543.0 $41K 0.00% +110.0 +25.4% $76.31 -1.8%
1689 PAYO PAYONEER GLOBAL INC COM Technology 5,777.0 $41K 0.00% +2K +73.8% $7.12 -0.1%
1690 OSCR OSCAR HEALTH INC CL A Healthcare 1,441.0 $41K 0.00% +357.0 +32.9% $28.52 +12.3%
1691 APOGEE THERAPEUTICS INC COM 309.0 $41K 0.00% +89.0 +40.5% $132.73
1692 VLUE ISHARES TR MSCI USA VALUE 205.0 $41K 0.00% +78.0 +61.4% $199.81 +1.4%
1693 GRC GORMAN RUPP CO COM Industrials 446.0 $41K 0.00% +64.0 +16.8% $91.74 -14.9%
1694 TRNS TRANSCAT INC COM Industrials 441.0 $41K 0.00% +51.0 +13.1% $92.77 -0.3%
1695 RIG TRANSOCEAN LTD REGISTERED SHS Energy 8,266.0 $40K 0.00% +1K +20.0% $4.89 +21.1%
1696 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 364.0 $40K 0.00% +97.0 +36.3% $111.03 -1.0%
1697 FNV FRANCO NEV CORP COM Basic Materials 193.0 $40K 0.00% +74.0 +62.2% $208.44 +27.5%
1698 BANDAI NAMCO HLDGS INC UNSPON ADS 3,467.0 $40K 0.00% +542.0 +18.5% $11.57
1699 PLUG PLUG PWR INC COM NEW Industrials 14,771.0 $40K 0.00% +642.0 +4.5% $2.71 -16.2%
1700 JERONIMO MARTINS SGPS SA ADR 1,045.0 $40K 0.00% +1K +10000.0% $38.25
Page 85 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%