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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 45 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SKIN THE BEAUTY HEALTH COMPANY COM CL A Consumer Defensive 788.0 $701.0 -892.0 -53.1% $0.89 -31.9%
882 LNKB LINKBANCORP INC COM Financial Services 78.0 $651.0 -25.0 -24.3% $8.35 +4.1%
883 BXC BLUELINX HLDGS INC COM NEW Industrials 12.0 $650.0 -53.0 -81.5% $54.17 -2.6%
884 STGW STAGWELL INC COM CL A Communication Services 102.0 $642.0 -165.0 -61.8% $6.29 -3.9%
885 SANA SANA BIOTECHNOLOGY INC COM Healthcare 222.0 $639.0 -33.0 -12.9% $2.88 +6.7%
886 AFRI FORAFRIC GLOBAL PLC ORDINARY SHARES Consumer Defensive 65.0 $627.0 -206.0 -76.0% $9.65 +4.1%
887 NEON NEONODE INC COM PAR Technology 447.0 $626.0 -129.0 -22.4% $1.40 +15.7%
888 TSHA TAYSHA GENE THERAPIES INC COM SHS Healthcare 135.0 $603.0 -141.0 -51.1% $4.47 +33.4%
889 MNKD MANNKIND CORP COM NEW Healthcare 228.0 $559.0 -269.0 -54.1% $2.45 +26.0%
890 FSP FRANKLIN STR PPTYS CORP COM Real Estate 785.0 $522.0 -208.0 -20.9% $0.66 -20.3%
891 ETON PHARMACEUTICALS INC COM 21.0 $518.0 -2.0 -8.7% $24.67
892 FENC FENNEC PHARMACEUTICALS INC COM Healthcare 84.0 $517.0 -29.0 -25.7% $6.15 +58.4%
893 BZAI BLAIZE HLDGS INC COM Technology 280.0 $510.0 -1K -78.9% $1.82 -30.3%
894 FJP FIRST TR EXCH TRD ALPHDX FD II JAPAN ALPHADEX 7.0 $508.0 -60.0 -89.5% $72.57 +6.4%
895 SG SWEETGREEN INC COM CL A Consumer Cyclical 95.0 $493.0 -166.0 -63.6% $5.19 +55.9%
896 ARCH CAP GROUP LTD 4550 DEP PFD G 30.0 $493.0 -27.0 -47.4% $16.43
897 TRIVAGO N V SPON ADS A SHS N 180.0 $488.0 -399.0 -68.9% $2.71
898 DERM JOURNEY MED CORP COM Healthcare 101.0 $474.0 -81.0 -44.5% $4.69 +33.2%
899 LAW CS DISCO INC COM Technology 123.0 $470.0 -734.0 -85.7% $3.82 -5.0%
900 IMMP IMMUTEP LTD SPONSORED ADS Healthcare 1,334.0 $468.0 -2K -60.3% $0.35 +40.8%
Page 45 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%