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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 98 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 INHIBRX BIOSCIENCES INC COM 181.0 $17K 0.00% +14.0 +8.4% $94.75
1942 NGNE NEUROGENE INC COM Healthcare 545.0 $17K 0.00% +10.0 +1.9% $31.45 +25.4%
1943 BWMN BOWMAN CONSULTING GROUP LTD COM Industrials 587.0 $17K 0.00% +15.0 +2.6% $29.20 +45.7%
1944 SAH SONIC AUTOMOTIVE INC CL A Consumer Cyclical 202.0 $17K 0.00% +25.0 +14.1% $84.79 -7.0%
1945 WUXI BIOLOGICS CAYMAN INC UNSPONSORD ADR 1,919.0 $17K 0.00% +322.0 +20.2% $8.87
1946 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 408.0 $17K 0.00% +30.0 +7.9% $41.67 +17.8%
1947 HLIT HARMONIC INC COM Technology 1,038.0 $17K 0.00% +86.0 +9.0% $16.33 -23.1%
1948 LIBERTY GLOBAL LTD COM CL A 1,489.0 $17K 0.00% +314.0 +26.7% $11.37
1949 WTI W T OFFSHORE INC COM Energy 5,339.0 $17K 0.00% +114.0 +2.2% $3.15 +22.5%
1950 MBX MBX BIOSCIENCES INC COM Healthcare 304.0 $17K 0.00% +5.0 +1.7% $55.20 +23.9%
1951 DJT TRUMP MEDIA TECHNOLOGY GROUP COM Communication Services 2,145.0 $17K 0.00% +261.0 +13.8% $7.74 +7.9%
1952 AXGN AXOGEN INC COM Healthcare 359.0 $17K 0.00% +3.0 +0.8% $46.19 +5.9%
1953 HURN HURON CONSULTING GROUP INC COM Industrials 183.0 $16K 0.00% +48.0 +35.6% $90.16 +76.3%
1954 ORRF ORRSTOWN FINL SVCS INC COM Financial Services 402.0 $16K 0.00% +64.0 +18.9% $40.83 +2.3%
1955 GPGI GPGI INC COM CL A Industrials 1,033.0 $16K 0.00% +278.0 +36.8% $15.85 -17.6%
1956 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 436.0 $16K 0.00% +34.0 +8.5% $37.42 +126.3%
1957 BCBP BCB BANCORP INC COM Financial Services 1,513.0 $16K 0.00% +212.0 +16.3% $10.72 -19.1%
1958 HNRG HALLADOR ENERGY COMPANY COM Energy 928.0 $16K 0.00% +119.0 +14.7% $17.39 -5.8%
1959 GSBC GREAT SOUTHN BANCORP INC COM Financial Services 205.0 $16K 0.00% +5.0 +2.5% $78.41 +0.2%
1960 BB SEGURIDADE PARTICIPACOES SA SPONSORED ADR 2,115.0 $16K 0.00% +881.0 +71.4% $7.60
Page 98 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%