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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 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TWFG INC COM CL A 96.0 $2K NEW $24.05
102 AXTI AXT INC COM Technology 32.0 $2K NEW $72.09 +24.7%
103 AARD AARDVARK THERAPEUTICS INC COM Healthcare 388.0 $2K NEW $5.76 +19.2%
104 STUBHUB HLDGS INC CL A 133.0 $2K NEW $12.87
105 ONDS ONDAS INC COM NEW Technology 174.0 $1K NEW $8.24 +9.9%
106 ACU ACME UTD CORP COM Consumer Defensive 29.0 $1K NEW $47.72 +26.5%
107 IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 10.0 $1K NEW $130.40 +1.2%
108 FWRG FIRST WATCH RESTAURANT GROUP I COM Consumer Cyclical 100.0 $1K NEW $12.89 -5.4%
109 BARK BARK INC COM NEW Consumer Cyclical 129.0 $1K NEW $9.98 +2.9%
110 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 214.0 $1K NEW $5.74 -35.2%
111 LEVI LEVI STRAUSS CO NEW CL A COM STK Consumer Cyclical 47.0 $1K NEW $24.83 -9.7%
112 MQ MARQETA INC CLASS A COM Technology 268.0 $1K NEW $4.06 +286.9%
113 MMYT MAKEMYTRIP LIMITED MAURITIUS SHS Consumer Cyclical 19.0 $1K NEW $53.32 +11.3%
114 LIBERTY LATIN AMERICA LTD 9 FXD CUM PREF 41.0 $889.0 NEW $21.68
115 MNDY MONDAY COM LTD SHS Technology 12.0 $869.0 NEW $72.42 +18.5%
116 INFQ INFLEQTION INC COM SHS Technology 64.0 $852.0 NEW $13.31 -3.1%
117 TTGT TECHTARGET INC COM NEW Communication Services 216.0 $778.0 NEW $3.60 +4.5%
118 NIOCORP DEVS LTD COM NEW 148.0 $713.0 NEW $4.82
119 FSV FIRSTSERVICE CORP NEW COM Real Estate 5.0 $711.0 NEW $142.20 +0.2%
120 FINANCE OF AMERICA COMPAN COM CL A 25.0 $688.0 NEW $27.52
Page 6 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%