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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LNSR LENSAR INC COM Healthcare 1,263.0 $7K NEW $5.71 +41.7%
82 TOROMONT INDS LTD UNSPONSORED ADS 207.0 $7K NEW $32.95
83 DR ING H C F PORSCHE AG UNSPONSORED ADR 1,237.0 $6K NEW $5.01
84 CLS CELESTICA INC COM Technology 16.0 $6K NEW $364.81 -6.7%
85 ALOY REALLOYS INC COM Basic Materials 380.0 $5K NEW $14.45 -8.7%
86 ENTAIN PLC UNSPONSORED ADS 688.0 $5K NEW $7.37
87 LOCALIZA RENT A CAR SPONSORED ADR 661.0 $5K NEW $7.21
88 TELECOM ITALIA S P A SPON ADS 502.0 $5K NEW $9.11
89 USGO US GOLDMINING INC COM Basic Materials 519.0 $4K NEW $8.13 +9.5%
90 ELEMENTAL RTY CORP COM NEW 230.0 $4K NEW $17.46
91 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 108.0 $4K NEW $36.79 +14.1%
92 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 236.0 $4K NEW $16.75 +49.2%
93 MARUWA CO LTD UNSPON ADS 206.0 $4K NEW $17.66
94 BDRX BIODEXA PHARMACEUTICALS PLC SPONSORED ADS Healthcare 1,203.0 $4K NEW $2.91 -50.9%
95 CBC CENTRAL BANCOMPANY COM CL A Financial Services 106.0 $3K NEW $30.38 +7.3%
96 TELIX PHARMACEUTICAL LTD SPONSORED ADS 278.0 $3K NEW $11.53
97 XLG INVESCO EXCHANGE TRADED FD TR S P 500 TOP 50 50.0 $3K NEW $61.24 +1.8%
98 IWY ISHARES TR RUS TP200 GR ETF 10.0 $3K NEW $290.60 -1.1%
99 LOTTOMATICA GROUP SPA UNSPONSORED ADR 100.0 $3K NEW $27.70
100 GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 149.0 $3K NEW $18.00
Page 5 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%