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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 155 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 NNE NANO NUCLEAR ENERGY INC COM Industrials 336.0 $8K NEW $24.01 +4.5%
3082 DCH AMERICAN AXLE MFG HLDGS INC COM Industrials 1,249.0 $8K NEW $6.41 -4.1%
3083 URG UR ENERGY INC COM Energy 5,759.0 $8K NEW $1.39 +5.8%
3084 CENT CENTRAL GARDEN PET CO COM Consumer Defensive 249.0 $8K NEW $32.15 +20.1%
3085 MPB MID PENN BANCORP INC COM Financial Services 257.0 $8K NEW $31.02 +5.2%
3086 HY HYSTER YALE INC CL A Industrials 268.0 $8K NEW $29.71 +12.0%
3087 IMI PLC UNSPONSORED ADR 238.0 $8K NEW $33.41
3088 TBCH TURTLE BEACH CORP COM NEW Technology 564.0 $8K NEW $14.03 -23.7%
3089 DSP VIANT TECHNOLOGY INC COM CL A Technology 655.0 $8K NEW $12.04 -8.6%
3090 FORGE GLOBAL HOLDINGS INC COM SHS 176.0 $8K NEW $44.56
3091 OCFC OCEANFIRST FINL CORP COM Financial Services 434.0 $8K NEW $17.95 +4.7%
3092 LMB LIMBACH HLDGS INC COM Industrials 100.0 $8K NEW $77.85 -8.2%
3093 GCI LIBERTY INC COM SER C 209.0 $8K NEW $37.21
3094 TRP TC ENERGY CORP COM Energy 141.0 $8K NEW $55.01 +27.4%
3095 RNW RENEW ENERGY GLOBAL PLC CL A SHS Utilities 1,371.0 $8K NEW $5.65 -1.8%
3096 BB SEGURIDADE PARTICIPACOES SA SPONSORED ADR 1,154.0 $8K NEW $6.71
3097 ALMS ALUMIS INC COM Healthcare 792.0 $8K NEW $9.76 +127.1%
3098 IPI INTREPID POTASH INC COM Basic Materials 278.0 $8K NEW $27.73 +45.6%
3099 CLVT CLARIVATE PLC ORD SHS Technology 2,306.0 $8K NEW $3.34 -27.5%
3100 QSI QUANTUM SI INC COM CL A Healthcare 6,991.0 $8K NEW $1.10 -20.4%
Page 155 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%