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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 173 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 ADMIRAL GROUP UNSPONSORED ADR 76.0 $3K NEW $43.67
3442 KNORR BREMSE AG UNSPONSRED ADS 119.0 $3K NEW $27.83
3443 APARTMENT INVT MGMT CO CL A 554.0 $3K NEW $5.94
3444 CLDT CHATHAM LODGING TR COM Real Estate 483.0 $3K NEW $6.81 +57.0%
3445 KOPN KOPIN CORP COM Technology 1,403.0 $3K NEW $2.34 +107.3%
3446 BYRN BYRNA TECHNOLOGIES INC COM NEW Industrials 195.0 $3K NEW $16.79 -68.0%
3447 MEC MAYVILLE ENGR CO INC COM Industrials 174.0 $3K NEW $18.72 +23.6%
3448 CTLP CANTALOUPE INC COM Technology 306.0 $3K NEW $10.62 +5.5%
3449 KOS KOSMOS ENERGY LTD COM Energy 3,579.0 $3K NEW $0.91 +243.8%
3450 AMLX AMYLYX PHARMACEUTICALS INC COM Healthcare 267.0 $3K NEW $12.08 +15.3%
3451 IRMD IRADIMED CORP COM Healthcare 33.0 $3K NEW $97.27 -4.2%
3452 PBA PEMBINA PIPELINE CORP COM Energy 84.0 $3K NEW $38.06 +29.6%
3453 KLC KINDERCARE LEARNING COMPANIES COM Consumer Defensive 740.0 $3K NEW $4.32 -14.1%
3454 RR RICHTECH ROBOTICS INC CL B Industrials 988.0 $3K NEW $3.23 -23.8%
3455 CLPT CLEARPOINT NEURO INC COM Healthcare 233.0 $3K NEW $13.68 -14.5%
3456 MONDI PLC UNSPONSORED ADR 129.0 $3K NEW $24.71
3457 RSPT INVESCO EXCHANGE TRADED FD TR S P500 EQL TEC 70.0 $3K NEW $45.51 +30.4%
3458 REMY COINTREAU S A UNSPONSORED ADR 749.0 $3K NEW $4.25
3459 ORN ORION GROUP HLDGS INC COM Industrials 320.0 $3K NEW $9.94 +38.0%
3460 FAIRFAX INDIA HLDGS CORP COM SUB VTG SH 181.0 $3K NEW $17.50
Page 173 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%