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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 2 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 POWSZECHNA KASA OSZCZEDNOSCI ADR 2,733.0 $81K 0.00% NEW $29.81
22 FUJIKURA LTD UNSPONSORED ADS 4,107.0 $81K 0.00% NEW $19.73
23 THOMSON REUTERS CORP COM 954.0 $78K 0.00% NEW $81.67
24 VERSIGENT PLC ORDINARY SHARES 1,453.0 $61K 0.00% NEW $42.01
25 SARTORIUS STEDIM BIOTECH AUBGN UNSPONSRD ADS 2,856.0 $59K 0.00% NEW $20.67
26 RANDSTAD HLDG NV UNSPONSORED ADR 4,036.0 $58K 0.00% NEW $14.34
27 GALDERMA GROUP AG UNSPONSORED ADS 1,270.0 $58K 0.00% NEW $45.47
28 BAWAG GROUP AG UNSPONSORED ADS 1,066.0 $53K 0.00% NEW $49.79
29 PRF INVESCO EXCHANGE TRADED FD TR RAFI US 1000 ETF 922.0 $50K 0.00% NEW $54.03 +4.0%
30 ENVIRI CORP COM 2,232.0 $49K 0.00% NEW $21.95
31 SAMSONITE GROUP SA SPONSORED ADS 5,296.0 $48K 0.00% NEW $9.11
32 SUNCORP GROUP LTD SPONSORED ADS 3,581.0 $48K 0.00% NEW $13.40
33 EATON VANCE TAX MANAGED BUY COM 2,971.0 $44K 0.00% NEW $14.88
34 TECHNIP ENERGIES N V SPONSORED ADR 1,105.0 $42K 0.00% NEW $37.95
35 WISE GROUP PLC ORD SHS CLASS A 3,512.0 $42K 0.00% NEW $11.91
36 KASPI KZ JSC SPONSORED ADS 470.0 $41K 0.00% NEW $86.64
37 HONGKONG LD HLDGS LTD UNSPONSORD ADR 1,085.0 $39K 0.00% NEW $36.08
38 JAPAN POST BK CO LTD ADR 1,970.0 $37K 0.00% NEW $18.99
39 AVOLTA AG UNSPONSORD ADR 5,450.0 $36K 0.00% NEW $6.64
40 ACCOR S A SPONSORED ADR 2,883.0 $34K 0.00% NEW $11.64
Page 2 of 10  ·  196 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 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%