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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 42 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SONY FINL GROUP INC UNSPONSERED ADS 378.0 $2K -2K -83.0% $4.51
822 CIBR FIRST TR EXCHANGETRADED FD II NASDAQ CYB ETF 27.0 $2K -53.0 -66.2% $62.67 +29.1%
823 SITE CTRS CORP COM 313.0 $2K -62.0 -16.5% $5.40
824 FSTR FOSTER L B CO COM Industrials 60.0 $2K -2.0 -3.2% $27.90 +39.0%
825 ATRC ATRICURE INC COM Healthcare 58.0 $2K -93.0 -61.6% $28.53 -0.2%
826 FUNC FIRST UTD CORP COM Financial Services 45.0 $2K -19.0 -29.7% $36.64 +0.7%
827 BTBT BIT DIGITAL INC SHS Financial Services 1,258.0 $2K -830.0 -39.8% $1.31 +29.8%
828 APPS DIGITAL TURBINE INC COM NEW Technology 560.0 $2K -910.0 -61.9% $2.88 +40.6%
829 FEP FIRST TR EXCH TRD ALPHDX FD II EUROPE ALPHADEX 29.0 $2K -230.0 -88.8% $54.62 +7.2%
830 ITIC INVESTORS TITLE CO NC COM Financial Services 7.0 $2K -11.0 -61.1% $217.29 +8.5%
831 SUNS SUNRISE RLTY TR INC COM Real Estate 198.0 $2K -558.0 -73.8% $7.67 +4.1%
832 AVAH AVEANNA HEALTHCARE HLDGS INC COM Healthcare 234.0 $2K -25.0 -9.7% $6.44 +19.6%
833 UNIVERSAL MUSIC GROUP NV SHS 76.0 $1K -177.0 -70.0% $19.71
834 TCX TUCOWS INC COM NEW Technology 86.0 $1K -45.0 -34.4% $17.16 -11.7%
835 FROG JFROG LTD ORD SHS Technology 31.0 $1K -58.0 -65.2% $46.94 +41.0%
836 QSI QUANTUM SI INC COM CL A Healthcare 1,830.0 $1K -5K -73.8% $0.77 +10.4%
837 SKILLSOFT CORP CL A 328.0 $1K -387.0 -54.1% $4.29
838 OLPX OLAPLEX HLDGS INC COM Consumer Cyclical 692.0 $1K -2K -72.5% $2.03 -0.0%
839 TDUP THREDUP INC CL A Consumer Cyclical 425.0 $1K -668.0 -61.1% $3.28 +25.0%
840 INTERTEK GROUP PLC ADR 28.0 $1K -166.0 -85.6% $48.89
Page 42 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%