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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 17 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KBH KB HOME COM Consumer Cyclical 1,956.0 $122K 0.01% -1K -34.6% $62.59 -13.8%
322 CNH INDL N V SHS 10,874.0 $122K 0.01% -3K -20.8% $11.23
323 HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR Technology 7,950.0 $122K 0.01% -169.0 -2.1% $15.34 -6.3%
324 MSTR STRATEGY INC CL A NEW Technology 1,402.0 $122K 0.01% -429.0 -23.4% $86.93 +6.4%
325 ERIE ERIE INDTY CO CL A Financial Services 505.0 $121K 0.01% -31.0 -5.8% $239.75 +7.2%
326 SNN SMITH NEPHEW PLC SPDN ADR NEW Healthcare 4,104.0 $118K 0.00% -668.0 -14.0% $28.81 +4.8%
327 SOFTBANK CORP UNSPONSRED ADS 9,240.0 $118K 0.00% -1K -11.5% $12.74
328 FCN FTI CONSULTING INC COM Industrials 789.0 $118K 0.00% -549.0 -41.0% $149.01 +1.6%
329 TOST TOAST INC CL A Technology 4,223.0 $117K 0.00% -257.0 -5.7% $27.82 +25.6%
330 AVAV AEROVIRONMENT INC COM Industrials 705.0 $116K 0.00% -62.0 -8.1% $165.07 +5.5%
331 SOXX ISHARES TR ISHARES SEMICDTR 181.0 $116K 0.00% -12.0 -6.2% $640.76 -17.1%
332 CENTRAL JAPAN RY CO UNSPON ADR 10,881.0 $116K 0.00% -3K -21.0% $10.64
333 KERING SA UNSPONSORED ADR 4,034.0 $114K 0.00% -391.0 -8.8% $28.38
334 WEX WEX INC COM Technology 805.0 $114K 0.00% -394.0 -32.9% $141.09 +35.9%
335 SPMO INVESCO EXCHANGE TRADED FD TR S P 500 MOMNTM 703.0 $114K 0.00% -192.0 -21.4% $161.54 -6.6%
336 HUN HUNTSMAN CORP COM Basic Materials 10,628.0 $113K 0.00% -246.0 -2.3% $10.62 -5.4%
337 TMDX TRANSMEDICS GROUP INC COM Healthcare 1,686.0 $112K 0.00% -220.0 -11.5% $66.42 +36.5%
338 THRM GENTHERM INC COM Consumer Cyclical 3,279.0 $112K 0.00% -193.0 -5.6% $34.11 +23.5%
339 EYE NATIONAL VISION HLDGS INC COM Consumer Cyclical 5,878.0 $112K 0.00% -206.0 -3.4% $19.01 -1.1%
340 PATH UIPATH INC CL A Technology 10,239.0 $111K 0.00% -3K -23.9% $10.87 +43.3%
Page 17 of 55  ·  1,084 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%