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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 40 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ACH ACCENDRA HEALTH INC COM Healthcare 1,304.0 $3K -749.0 -36.5% $2.28 +20.2%
782 EWCZ EUROPEAN WAX CTR INC CLASS A COM Consumer Defensive 498.0 $3K -71.0 -12.5% $5.78 +0.7%
783 WEST WESTROCK COFFEE CO COM Consumer Defensive 672.0 $3K -16.0 -2.3% $4.25 +98.8%
784 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 246.0 $3K -422.0 -63.2% $10.88 -25.6%
785 CRMD CORMEDIX INC COM Healthcare 386.0 $3K -176.0 -31.3% $6.79 +11.2%
786 ARKO ARKO CORP COM Consumer Cyclical 469.0 $3K -162.0 -25.7% $5.56 +26.6%
787 SIBN SI BONE INC COM Healthcare 205.0 $3K -89.0 -30.3% $12.63 +12.1%
788 BYND BEYOND MEAT INC COM Consumer Defensive 3,636.0 $3K -4K -53.0% $0.70 +8.6%
789 BSJT INVESCO EXCH TRD SLF IDX FD TR BULETSHS 2029 HG 121.0 $3K -831.0 -87.3% $21.03 +0.1%
790 SVC SERVICE PPTYS TR COM SH BEN INT Real Estate 1,848.0 $3K -992.0 -34.9% $1.35 +22.5%
791 BALLYS CORPORATION COMMON STOCK 259.0 $2K -992.0 -79.3% $9.64
792 ADMIRAL GROUP UNSPONSORED ADR 58.0 $2K -18.0 -23.7% $42.41
793 KROS KEROS THERAPEUTICS INC COM Healthcare 221.0 $2K -93.0 -29.6% $11.04 -4.9%
794 EAGG ISHARES TR ESG AWR US AGRGT 50.0 $2K -9.0 -15.2% $47.56 -1.3%
795 ATOM ATOMERA INC COM Technology 618.0 $2K -40.0 -6.1% $3.81 +110.1%
796 CLLS CELLECTIS S A SPON ADS Healthcare 734.0 $2K -373.0 -33.7% $3.17 +21.4%
797 OPFI OPPFI INC COM CL A Technology 299.0 $2K -69.0 -18.8% $7.71 +11.7%
798 PLAY DAVE BUSTERS ENTMT INC COM Communication Services 212.0 $2K -1K -86.0% $10.83 -6.6%
799 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 289.0 $2K -2K -84.9% $7.92 -11.1%
800 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 734.0 $2K -939.0 -56.1% $3.07 -4.5%
Page 40 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%