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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 43 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CVRX CVRX INC COM Healthcare 1,049.0 $5K -2K -59.5% $5.14 -46.5%
842 KOLIBRI GLOBAL ENERGY INC COM NEW 1,073.0 $5K -117.0 -9.8% $4.98
843 ARVN ARVINAS INC COM Healthcare 640.0 $5K -382.0 -37.4% $8.31 +11.4%
844 OPRX OPTIMIZERX CORP COM NEW Healthcare 910.0 $5K -113.0 -11.1% $5.72 +43.9%
845 EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A Industrials 887.0 $5K -14.0 -1.6% $5.80 -6.2%
846 AMPL AMPLITUDE INC COM CL A Technology 669.0 $5K -1K -63.3% $7.65 +64.6%
847 CAL CALERES INC COM Consumer Cyclical 412.0 $5K -148.0 -26.4% $12.37 +4.5%
848 MAZE MAZE THERAPEUTICS INC COM Healthcare 170.0 $5K -182.0 -51.7% $29.84 -2.4%
849 AEYE AUDIOEYE INC COM NEW Technology 867.0 $5K -556.0 -39.1% $5.81 +26.7%
850 MYGN MYRIAD GENETICS INC COM Healthcare 871.0 $5K -580.0 -40.0% $5.71 -49.7%
851 PSNL PERSONALIS INC COM Healthcare 371.0 $5K -225.0 -37.8% $13.40 +3.8%
852 NNE NANO NUCLEAR ENERGY INC COM Industrials 235.0 $5K -83.0 -26.1% $21.14 -13.7%
853 ZBIO ZENAS BIOPHARMA INC COM Healthcare 195.0 $5K -50.0 -20.4% $25.38 +25.7%
854 SAP SE SHS 32.0 $5K -370.0 -92.0% $154.62
855 MEG ONTERRIS INC COM Industrials 244.0 $5K -47.0 -16.1% $20.21 -22.6%
856 DIVERSIFIED ENERGY CO COMMON STOCK 353.0 $5K -222.0 -38.6% $13.86
857 SANOFI SA SHS 58.0 $5K -248.0 -81.0% $83.55
858 USPH U S PHYSICAL THERAPY COM Healthcare 70.0 $5K -733.0 -91.3% $68.69 +13.9%
859 GENC GENCOR INDS INC COM Industrials 321.0 $5K -31.0 -8.8% $14.92 +29.0%
860 OFIX ORTHOFIX MED INC COM Healthcare 518.0 $5K -804.0 -60.8% $9.14 +11.8%
Page 43 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%