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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 153 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 330.0 $9K NEW $26.14 +7.2%
3042 APPN APPIAN CORP CL A Technology 243.0 $9K NEW $35.42 -40.3%
3043 LCID LUCID GROUP INC COM NEW Consumer Cyclical 814.0 $9K NEW $10.57 -44.7%
3044 AXGN AXOGEN INC COM Healthcare 262.0 $9K NEW $32.73 +26.2%
3045 CDRE CADRE HLDGS INC COM Industrials 209.0 $9K NEW $40.84 -26.9%
3046 MUX MCEWEN INC COM NEW Basic Materials 460.0 $9K NEW $18.51 +15.3%
3047 BANKINTER S A SPONS ADR 07 512.0 $8K NEW $16.58
3048 PLPC PREFORMED LINE PRODS CO COM Industrials 41.0 $8K NEW $206.71 +63.1%
3049 CZFS CITIZENS FINL SVCS INC COM Financial Services 148.0 $8K NEW $57.02 +13.6%
3050 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 157.0 $8K NEW $53.62 -4.1%
3051 NGNE NEUROGENE INC COM Healthcare 408.0 $8K NEW $20.60 +34.0%
3052 SVV SAVERS VALUE VLG INC COM Consumer Cyclical 896.0 $8K NEW $9.34 -15.4%
3053 AMCX AMC NETWORKS INC CL A Communication Services 876.0 $8K NEW $9.52 -5.5%
3054 GCI LIBERTY INC COM SER A 226.0 $8K NEW $36.87
3055 LIBERTY GLOBAL LTD COM CL C 753.0 $8K NEW $11.04
3056 LIBERTY GLOBAL LTD COM CL A 745.0 $8K NEW $11.14
3057 IRWD IRONWOOD PHARMACEUTICALS INC COM CL A Healthcare 2,462.0 $8K NEW $3.37 +14.2%
3058 NORW GLOBAL X FDS MSCI NORWAY ETF 276.0 $8K NEW $30.04 +30.9%
3059 EMXC ISHARES INC MSCI EMRG CHN 114.0 $8K NEW $72.68 +31.5%
3060 IVA INVENTIVA SA ADS Healthcare 1,780.0 $8K NEW $4.65 +12.0%
Page 153 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%