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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EPSN EPSILON ENERGY LTD COM Energy 1,735.0 $11K NEW $6.16 +3.7%
42 ZGN ERMENEGILDO ZEGNA N V ORD SHS Consumer Cyclical 1,015.0 $11K NEW $10.42 +20.7%
43 BAR GRANITESHARES GOLD TR SHS BEN INT Financial Services 221.0 $10K NEW $46.13 -2.7%
44 VXUS VANGUARD STAR FDS VG TL INTL STK F 127.0 $10K NEW $77.11 +8.3%
45 IIIV I3 VERTICALS INC COM CL A Technology 437.0 $10K NEW $22.36 -15.6%
46 FUBO FUBOTV INC COM NEW CL A Communication Services 934.0 $9K NEW $9.46 +1.7%
47 BBAX J P MORGAN EXCHANGE TRADED FD BETABUILDERS 144.0 $9K NEW $59.46 +3.5%
48 SGML SIGMA LITHIUM CORPORATION COM Basic Materials 691.0 $9K NEW $12.34 +36.3%
49 PLTK PLAYTIKA HLDG CORP COM Technology 3,052.0 $8K NEW $2.78 +28.4%
50 XTLB XTL BIOPHARMACEUTICALS LTD SPONSORED ADS Healthcare 3,388.0 $8K NEW $2.41 +12.2%
51 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 1,147.0 $8K NEW $6.87 +45.8%
52 MBB ISHARES TR MBS ETF 77.0 $7K NEW $94.95 -1.5%
53 REPOSITRAK INC COM NEW 959.0 $7K NEW $7.60
54 HTFL HEARTFLOW INC COM Healthcare 274.0 $7K NEW $24.33 +16.4%
55 BRT BRT APARTMENTS CORP COM Real Estate 498.0 $7K NEW $13.34 +7.7%
56 CTEV CLARITEV CORPORATION CL A NEW Healthcare 401.0 $7K NEW $16.34 -15.1%
57 LAKE LAKELAND INDS INC COM Consumer Cyclical 782.0 $6K NEW $8.19 +29.1%
58 EWY ISHARES INC MSCI STH KOR ETF 51.0 $6K NEW $123.02 +43.1%
59 TZOO TRAVELZOO COM NEW Communication Services 1,050.0 $6K NEW $5.92 +56.9%
60 ATYR ATYR PHARMA INC COM NEW Healthcare 7,739.0 $6K NEW $0.78 -33.4%
Page 3 of 11  ·  209 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%