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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 89 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 IREN IREN LIMITED ORDINARY SHARES Financial Services 691.0 $32K 0.00% +442.0 +177.5% $45.73 -6.8%
1762 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 10,018.0 $31K 0.00% +245.0 +2.5% $3.14 -9.9%
1763 BE SEMICONDUCTOR INDS N V NY REGSTRY SHS 95.0 $31K 0.00% +84.0 +763.6% $330.76
1764 ENIC ENEL CHILE SA SPONSORED ADR Utilities 6,968.0 $31K 0.00% +881.0 +14.5% $4.50 -2.0%
1765 CAPCOM CO LTD ADR 3,406.0 $31K 0.00% +3K +10000.0% $9.20
1766 XENE XENON PHARMACEUTICALS INC COM Healthcare 518.0 $31K 0.00% +145.0 +38.9% $60.36 -1.0%
1767 BELFA BEL FUSE INC CL A Technology 107.0 $31K 0.00% +11.0 +11.5% $291.23 -25.0%
1768 TREX TREX INC COM Industrials 620.0 $31K 0.00% +156.0 +33.6% $50.04 -5.5%
1769 INTERTEK GROUP PLC ADR 401.0 $31K 0.00% +373.0 +1332.1% $77.36
1770 VERA VERA THERAPEUTICS INC CL A Healthcare 714.0 $31K 0.00% +20.0 +2.9% $42.91 -27.2%
1771 AI C3 AI INC CL A Technology 3,367.0 $31K 0.00% +140.0 +4.3% $9.09 +13.4%
1772 VLRS CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 Industrials 3,265.0 $31K 0.00% +2K +238.7% $9.37 -27.0%
1773 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 842.0 $31K 0.00% +207.0 +32.6% $36.32 +3.4%
1774 VISN VISTANCE NETWORKS INC COM Technology 2,391.0 $31K 0.00% +202.0 +9.2% $12.78 -11.5%
1775 ECVT ECOVYST INC COM Basic Materials 2,454.0 $31K 0.00% +77.0 +3.2% $12.45 -17.1%
1776 ASMPT LTD UNSPONSORD ADR 326.0 $30K 0.00% +214.0 +191.1% $93.40
1777 NMRK NEWMARK GROUP INC CL A Real Estate 2,009.0 $30K 0.00% +88.0 +4.6% $15.11 +5.8%
1778 ADMIRAL GROUP UNSPONSORED ADR 634.0 $30K 0.00% +576.0 +993.1% $47.76
1779 ANAB ANAPTYSBIO INC COM Healthcare 447.0 $30K 0.00% +5.0 +1.1% $67.50 -16.0%
1780 PAR PAR TECHNOLOGY CORP COM Technology 1,730.0 $30K 0.00% +23.0 +1.4% $17.42 +8.8%
Page 89 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%