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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 MAZDA MTR CORP UNSPONSORD ADR 58 $193.0 SOLD
122 TLRY TILRAY BRANDS INC COM Healthcare 29 $188.0 SOLD
123 FLOTEK INDUSTRIES INC COM NEW 11 $187.0 SOLD
124 STXS STEREOTAXIS INC COM NEW Healthcare 98 $180.0 SOLD
125 JCAP JEFFERSON CAPITAL INC COM Financial Services 9 $173.0 SOLD
126 RR RICHTECH ROBOTICS INC CL B Industrials 80 $167.0 SOLD
127 MTRON INDS INC RT EXP 041526 67 $141.0 SOLD
128 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 5 $127.0 SOLD
129 APARTMENT INVT MGMT CO CL A 27 $110.0 SOLD
130 EVO EVOTEC AG SPONSORED ADS Healthcare 44 $110.0 SOLD
131 BARK INC COM 194 $98.0 SOLD
132 NTSK NETSKOPE INC CL A Technology 10 $85.0 SOLD
133 ARCO ARCOS DORADOS HLDGS INC SHS CLASS A Consumer Cyclical 10 $83.0 SOLD
Page 7 of 7  ·  133 positions
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%