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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 95 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 VXUS VANGUARD STAR FDS VG TL INTL STK F 257.0 $22K 0.00% +130.0 +102.4% $85.49 +1.8%
1882 BMRC BANK OF MARIN BANCORP COM Financial Services 792.0 $22K 0.00% +5.0 +0.6% $27.70 -0.3%
1883 FA FIRST ADVANTAGE CORP NEW COM Industrials 1,205.0 $22K 0.00% +463.0 +62.4% $18.05 +18.3%
1884 LOVE LOVESAC CO COM Consumer Cyclical 1,302.0 $22K 0.00% +163.0 +14.3% $16.69 +4.6%
1885 FBIZ FIRST BUSINESS FINL SVCS INC W COM Financial Services 343.0 $22K 0.00% +21.0 +6.5% $63.17 +10.2%
1886 CRNC CERENCE INC COM Technology 1,910.0 $22K 0.00% +251.0 +15.1% $11.32 -28.4%
1887 VALN VALNEVA SE SPONSORED ADS Healthcare 4,089.0 $21K 0.00% +3K +186.8% $5.23 +32.3%
1888 DISC MEDICINE INC COM 292.0 $21K 0.00% +24.0 +9.0% $73.14
1889 ESLT ELBIT SYS LTD ORD Industrials 28.0 $21K 0.00% +4.0 +16.7% $758.71 -0.7%
1890 CWH CAMPING WORLD HLDGS INC CL A Consumer Cyclical 2,762.0 $21K 0.00% +929.0 +50.7% $7.63 -13.4%
1891 VTS VITESSE ENERGY INC COMMON STOCK Energy 1,332.0 $21K 0.00% +205.0 +18.2% $15.77 +6.8%
1892 CSAN COSAN S A ADS Energy 7,281.0 $21K 0.00% +5K +172.0% $2.88 -14.2%
1893 LGN LEGENCE CORP CL A Industrials 244.0 $21K 0.00% +37.0 +17.9% $85.23 -24.6%
1894 WPP WPP PLC NEW ADR Communication Services 1,342.0 $21K 0.00% +869.0 +183.7% $15.49 +72.0%
1895 NIC NICOLET BANKSHARES INC COM Financial Services 125.0 $21K 0.00% +27.0 +27.6% $165.39 +5.9%
1896 DAVA ENDAVA PLC ADS Technology 7,269.0 $21K 0.00% +3K +81.0% $2.83 +10.8%
1897 POWER CORP CDA COM 330.0 $21K 0.00% +43.0 +15.0% $62.16
1898 KIMBERLY CLARK DE MEXICO SPON ADR COM A 1,845.0 $20K 0.00% +2K +897.3% $11.09
1899 CALUMET INC COM 567.0 $20K 0.00% +26.0 +4.8% $36.02
1900 JBIO JADE BIOSCIENCES INC COM NEW Healthcare 916.0 $20K 0.00% +254.0 +38.4% $22.22 +3.1%
Page 95 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%