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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 34 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GDOT GREEN DOT CORP CL A Financial Services 1,016.0 $11K 0.00% -64.0 -5.9% $11.22 +12.6%
662 QNRX QUOIN PHARMACEUTICALS LTD SPONSORED ADS Healthcare 1,720.0 $11K 0.00% -364.0 -17.5% $6.60 -16.2%
663 BBW BUILDABEAR WORKSHOP INC COM Consumer Cyclical 300.0 $11K 0.00% -20.0 -6.2% $37.45 -6.9%
664 STHO STAR HLDGS SHS BEN INT Real Estate 1,479.0 $11K 0.00% -79.0 -5.1% $7.57 +12.0%
665 ISHARES TR MSCI INTL QUALTY 241.0 $11K 0.00% -588.0 -70.9% $46.23
666 IXC ISHARES TR GLOBAL ENERG ETF 192.0 $11K 0.00% -49.0 -20.3% $57.61 -0.7%
667 FDMT 4D MOLECULAR THERAPEUTICS INC COM Healthcare 1,187.0 $11K 0.00% -464.0 -28.1% $9.31 -1.7%
668 ESQ ESQUIRE FINL HLDGS INC COM Financial Services 102.0 $11K 0.00% -6.0 -5.6% $107.50 -1.9%
669 HENKEL AG CO KGAA SPON ADR PFD 558.0 $11K 0.00% -9.0 -1.6% $19.37
670 CURV TORRID HLDGS INC COM Consumer Cyclical 6,042.0 $11K 0.00% -412.0 -6.4% $1.78 -24.7%
671 FIRST FNDTN INC COM 1,820.0 $11K 0.00% -638.0 -26.0% $5.90
672 TBPH THERAVANCE BIOPHARMA INC COM Healthcare 660.0 $11K 0.00% -38.0 -5.4% $16.23 -0.1%
673 BLMN BLOOMIN BRANDS INC COM Consumer Cyclical 1,981.0 $11K -4K -68.2% $5.40 +48.9%
674 BFC BANK FIRST CORP COM Financial Services 79.0 $11K -20.0 -20.2% $135.06 +6.4%
675 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 189.0 $10K -6.0 -3.1% $54.50 +0.9%
676 SLRC SLR INVESTMENT CORP COM Financial Services 700.0 $10K -371.0 -34.6% $14.31 -7.5%
677 AUTL AUTOLUS THERAPEUTICS LTD SPON ADS Healthcare 7,190.0 $10K -3K -29.4% $1.38 +30.4%
678 CARS CARS COM INC COM Consumer Cyclical 1,214.0 $10K -4K -74.5% $8.12 +23.5%
679 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 1,354.0 $10K -1K -52.3% $7.28 -15.9%
680 HPK HIGHPEAK ENERGY INC COM Energy 1,428.0 $10K -2K -56.5% $6.90 +2.9%
Page 34 of 48  ·  944 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%