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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 3 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EBARA CORP ADR 1,640.0 $32K 0.00% NEW $19.31
42 DSM FIRMENICH AG SPONSORED ADR 3,317.0 $31K 0.00% NEW $9.44
43 DINO POLSKA S A UNSPNSORD ADS 4,050.0 $31K 0.00% NEW $7.58
44 PT ASTRA INTL TBK UNSPONSORD ADR 5,625.0 $30K 0.00% NEW $5.25
45 NICM NICOLA MNG INC SPONSORED ADS Basic Materials 4,679.0 $29K 0.00% NEW $6.28 -1.4%
46 RIGHTMOVE PLC SPONSORED ADS 2,469.0 $29K 0.00% NEW $11.60
47 CGSD CAPITAL GRP FIXED INCM ETF TR SHORT DURATION 1,043.0 $27K 0.00% NEW $25.73 -0.0%
48 IHI CORP UNSPONSORED ADR 1,593.0 $27K 0.00% NEW $16.69
49 DIGIMARC CORP COM 3,023.0 $25K 0.00% NEW $8.22
50 BABCOCK INTL GROUP PLC ADR 1,952.0 $25K 0.00% NEW $12.63
51 SGOV ISHARES TR 0 3 MTH TREASURY 243.0 $24K 0.00% NEW $100.67 -0.1%
52 TELE2 AB UNSPONSORED ADR 2,763.0 $24K 0.00% NEW $8.67
53 EVOLUTION MINING LTD ADR 272.0 $22K 0.00% NEW $82.11
54 FNDF SCHWAB STRATEGIC TR FUNDAMENTAL INTL 393.0 $21K 0.00% NEW $52.76 +5.6%
55 BANCA MONTE DEI PASCHI SP UNSPONSORED ADS 1,567.0 $20K 0.00% NEW $12.54
56 MAGS LISTED FDS TR ROUN MA SEVE ETF 304.0 $20K 0.00% NEW $64.30 +4.7%
57 HENSOLDT AG UNSPONSORED ADS 2,483.0 $19K 0.00% NEW $7.70
58 STVN STEVANATO GROUP S P A ORD SHS Healthcare 1,034.0 $19K 0.00% NEW $18.07 +17.7%
59 SARTORIUS AG UNSPONSRD ADS 346.0 $18K 0.00% NEW $52.41
60 GUARDIAN METAL RES PLC SPONSORED ADS 1,271.0 $18K 0.00% NEW $14.01
Page 3 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%