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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 154 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 FUBOTV INC CLASS A COM SHS 3,282.0 $8K NEW $2.52
3062 ACDC PROFRAC HLDG CORP CLASS A COM Energy 2,124.0 $8K NEW $3.89 +90.2%
3063 BV BRIGHTVIEW HLDGS INC COM Industrials 651.0 $8K NEW $12.67 -1.2%
3064 URGN UROGEN PHARMA LTD COM Healthcare 352.0 $8K NEW $23.42 +29.0%
3065 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 1,414.0 $8K NEW $5.83 -21.6%
3066 SFL SFL CORPORATION LTD SHS Industrials 1,053.0 $8K NEW $7.81 +62.9%
3067 RRBI RED RIVER BANCSHARES INC COM Financial Services 115.0 $8K NEW $71.43 +25.1%
3068 KODK EASTMAN KODAK CO COM NEW Industrials 969.0 $8K NEW $8.46 +13.8%
3069 EVENTBRITE INC COM CL A 1,839.0 $8K NEW $4.45
3070 ATLC ATLANTICUS HOLDINGS CORP COM Financial Services 122.0 $8K NEW $66.95 +21.9%
3071 UDMY UDEMY INC COM Consumer Defensive 1,395.0 $8K NEW $5.85 -20.9%
3072 AEON CO LTD ADR 522.0 $8K NEW $15.63
3073 SCOR SE SPONSORED ADR 2,411.0 $8K NEW $3.38
3074 CBL CBL ASSOC PPTYS INC COMMON STOCK Real Estate 220.0 $8K NEW $37.00 +29.6%
3075 XMPT VANECK ETF TRUST CEF MUNI INCOME 372.0 $8K NEW $21.88 -1.7%
3076 ASTRIA THERAPEUTICS INC COM 620.0 $8K NEW $13.09
3077 DMRC DIGIMARC CORP NEW COM Technology 1,236.0 $8K NEW $6.56 +105.9%
3078 TGLS TECNOGLASS INC ORD SHS Basic Materials 161.0 $8K NEW $50.32 -18.8%
3079 MBWM MERCANTILE BK CORP COM Financial Services 168.0 $8K NEW $48.10 +9.3%
3080 CARE CARTER BANKSHARES INC COM NEW Financial Services 411.0 $8K NEW $19.66 +37.1%
Page 154 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%