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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 42 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MPTI M TRON INDS INC COM Technology 66.0 $7K -1.0 -1.5% $99.15 -13.8%
822 BBW BUILD A BEAR WORKSHOP INC COM Consumer Cyclical 211.0 $6K -89.0 -29.7% $30.61 +22.3%
823 FIGS FIGS INC CL A Consumer Cyclical 629.0 $6K -14.0 -2.2% $10.23 +38.4%
824 OKLO OKLO INC COM CL A Utilities 122.0 $6K -20.0 -14.1% $52.33 -21.0%
825 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 312.0 $6K -27.0 -8.0% $20.18 +5.8%
826 SPARK NEW ZEALAND LTD SPONSORED ADR 1,177.0 $6K -6K -82.8% $5.31
827 VCIT VANGUARD SCOTTSDALE FDS INT TERM CORP 74.0 $6K -59.0 -44.4% $82.65 -1.9%
828 YEXT YEXT INC COM Technology 1,296.0 $6K -1K -45.2% $4.67 +28.7%
829 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 230.0 $6K -54.0 -19.0% $26.08 +29.2%
830 ASUR ASURE SOFTWARE INC COM Technology 755.0 $6K -549.0 -42.1% $7.94 +5.2%
831 RC READY CAPITAL CORP COM Real Estate 3,413.0 $6K -442.0 -11.5% $1.75 -3.4%
832 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 1,129.0 $6K -225.0 -16.6% $5.28 -11.0%
833 LRMR LARIMAR THERAPEUTICS INC COM Healthcare 1,941.0 $6K -781.0 -28.7% $3.05 +33.1%
834 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 539.0 $6K -188.0 -25.9% $10.98 +2.6%
835 NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 626.0 $6K -699.0 -52.8% $9.35
836 TREE LENDINGTREE INC COM Financial Services 126.0 $6K -77.0 -37.9% $44.29 -29.4%
837 VOX ROYALTY CORP COM 1,158.0 $5K -111.0 -8.8% $4.73
838 PINE ALPINE INCOME PPTY TR INC COM Real Estate 263.0 $5K -24.0 -8.4% $20.76 -5.6%
839 CHINA MERCHANTS BK CO LTD ADR 191.0 $5K -113.0 -37.2% $28.47
840 ATNI ATN INTL INC COM Communication Services 205.0 $5K -11.0 -5.1% $26.49 +18.6%
Page 42 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%