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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 93 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 SOUN SOUNDHOUND AI INC CLASS A COM Technology 4,245.0 $29K 0.00% +2K +92.0% $6.87 +18.9%
1842 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 613.0 $29K 0.00% +247.0 +67.5% $47.57 +5.9%
1843 LOAR LOAR HOLDINGS INC COM SHS Industrials 508.0 $29K 0.00% +191.0 +60.2% $57.29 +8.8%
1844 ASSOCIATED BRITISH FOODS PLC ADR NEW 1,140.0 $29K 0.00% +24.0 +2.1% $25.18
1845 AVPT AVEPOINT INC COM CL A Technology 3,012.0 $29K 0.00% +185.0 +6.5% $9.51 +8.2%
1846 CMCL CALEDONIA MNG CORP SHS NEW Basic Materials 1,266.0 $29K 0.00% +50.0 +4.1% $22.59 +0.9%
1847 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 9,773.0 $29K 0.00% +881.0 +9.9% $2.92 +9.6%
1848 NATR NATURES SUNSHINE PRODS INC COM Consumer Defensive 1,174.0 $28K 0.00% +105.0 +9.8% $23.99 -8.9%
1849 USAR USA RARE EARTH INC COM Basic Materials 1,858.0 $28K 0.00% +2K +1256.2% $15.14 +67.2%
1850 TCBX THIRD COAST BANCSHARES INC COM Financial Services 741.0 $28K 0.00% +34.0 +4.8% $37.83 +0.7%
1851 AHRT AH RLTY TR INC COM Financial Services 5,093.0 $28K 0.00% +2K +94.4% $5.50 +25.8%
1852 BANCO DO BRASIL S A SPONSORED ADR 6,222.0 $28K 0.00% +837.0 +15.5% $4.50
1853 EBC EASTERN BANKSHARES INC COM Financial Services 1,431.0 $28K 0.00% +145.0 +11.3% $19.56 +1.5%
1854 BVS BIOVENTUS INC COM CL A Healthcare 3,059.0 $28K 0.00% +1K +56.5% $9.13 +1.6%
1855 ENR ENERGIZER HLDGS INC COM Industrials 1,700.0 $28K 0.00% +684.0 +67.3% $16.42 +10.7%
1856 BBSI BARRETT BUSINESS SVCS INC COM Industrials 955.0 $28K 0.00% +770.0 +416.2% $29.18 +8.0%
1857 BCAX BICARA THERAPEUTICS INC COM Healthcare 1,400.0 $28K 0.00% +275.0 +24.4% $19.89 +9.0%
1858 UUUU ENERGY FUELS INC COM NEW Energy 1,522.0 $28K 0.00% +408.0 +36.6% $18.25 -1.2%
1859 UHAL U HAUL HOLDING COMPANY COM Industrials 581.0 $28K 0.00% +342.0 +143.1% $47.78 +7.9%
1860 ZYMEWORKS INC COM 1,097.0 $27K 0.00% +112.0 +11.4% $25.04
Page 93 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%