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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 65 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Basic Materials 3,179.0 $145K 0.01% NEW $45.57 +40.7%
1282 INGR INGREDION INC COM Consumer Defensive 1,313.0 $145K 0.01% NEW $110.26 -7.4%
1283 NOVONESIS (NOVOZYMES) B UNSPONSORED ADR 2,275.0 $145K 0.01% NEW $63.62
1284 SWEDBANK A B SHS 4,154.0 $144K 0.01% NEW $34.77
1285 SNN SMITH NEPHEW PLC SPDN ADR NEW Healthcare 4,399.0 $144K 0.01% NEW $32.81 -5.5%
1286 HOLCIM LTD NEW SPONSORED ADS 7,410.0 $144K 0.01% NEW $19.47
1287 BOX BOX INC CL A Technology 4,823.0 $144K 0.01% NEW $29.91 -15.1%
1288 GEO GEO GROUP INC NEW COM Industrials 8,938.0 $144K 0.01% NEW $16.12 +43.4%
1289 ASTELLAS PHARMA INC ADR 10,840.0 $144K 0.01% NEW $13.29
1290 CAIXABANK S A UNSPONSORD ADR 35,562.0 $144K 0.01% NEW $4.05
1291 CHEF CHEFS WHSE INC COM Consumer Defensive 2,304.0 $144K 0.01% NEW $62.33 +25.3%
1292 IONQ IONQ INC COM Technology 3,191.0 $143K 0.01% NEW $44.87 +31.2%
1293 DOCU DOCUSIGN INC COM Technology 2,092.0 $143K 0.01% NEW $68.40 -28.4%
1294 THALES UNSPONSORD ADR 2,646.0 $143K 0.01% NEW $54.03
1295 AAP ADVANCE AUTO PARTS INC COM Consumer Cyclical 3,636.0 $143K 0.01% NEW $39.30 +49.2%
1296 ASTS AST SPACEMOBILE INC COM CL A Technology 1,966.0 $143K 0.01% NEW $72.63 +32.5%
1297 U HAUL HOLDING COMPANY COM SER N 3,055.0 $143K 0.01% NEW $46.74
1298 NTT INC SPONSORED ADR 5,666.0 $143K 0.01% NEW $25.20
1299 SHELL PLC SHS A 3,836.0 $143K 0.01% NEW $37.21
1300 CE CELANESE CORP DEL COM Basic Materials 3,372.0 $143K 0.01% NEW $42.28 +25.1%
Page 65 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%