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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AKTS AKTIS ONCOLOGY INC COM Healthcare 20.0 $645.0 NEW $32.25 -23.9%
122 ECBK ECB BANCORP INC COM Financial Services 30.0 $602.0 NEW $20.07 +3.1%
123 LWAY LIFEWAY FOODS INC COM Consumer Defensive 20.0 $597.0 NEW $29.85 -14.9%
124 ALMONTY INDS INC COM NEW 35.0 $580.0 NEW $16.57
125 LMRI LUMEXA IMAGING HOLDINGS INC COM Healthcare 50.0 $564.0 NEW $11.28 +3.9%
126 HWBK HAWTHORN BANCSHARES INC COM Financial Services 14.0 $550.0 NEW $39.29 +2.3%
127 PGEN PRECIGEN INC COM Healthcare 96.0 $547.0 NEW $5.70 +13.4%
128 TBI TRUEBLUE INC COM Industrials 72.0 $502.0 NEW $6.97 +45.4%
129 SAFX XCF GLOBAL INC COM CL A Energy 1,053.0 $465.0 NEW $0.44 +4.6%
130 FRD FRIEDMAN INDS INC COM Basic Materials 14.0 $451.0 NEW $32.21 +44.3%
131 RMNI RIMINI STR INC DEL COM Technology 104.0 $443.0 NEW $4.26 +17.1%
132 CEREBRAS SYSTEMS INC COM CL A 2.0 $442.0 NEW $221.00
133 ALT ALTIMMUNE INC COM NEW Healthcare 134.0 $407.0 NEW $3.04 -1.7%
134 NOVA MINERALS CORP COMMON STOCK 71.0 $335.0 NEW $4.72
135 CLAR CLARUS CORP NEW COM Consumer Cyclical 103.0 $324.0 NEW $3.15 +13.2%
136 EVMN EVOMMUNE INC COM SHS Healthcare 24.0 $319.0 NEW $13.29 +7.4%
137 NIPPON SANSO HLDGS CORP UNSPONSORED ADR 17.0 $315.0 NEW $18.53
138 SAMG SILVERCREST ASSET MGMT GROUP CL A Financial Services 31.0 $313.0 NEW $10.10 +1.3%
139 NEWAMSTERDAM PHARMA COMPANY NV ORDINARY 9.0 $305.0 NEW $33.89
140 GBANK FINL HLDGS INC COM 10.0 $303.0 NEW $30.30
Page 7 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%