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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 45 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BARNES NOBLE ED INC COM NEW 336.0 $4K -24.0 -6.7% $12.56
882 BCAL CALIFORNIA BANCORP COM Financial Services 202.0 $4K -27.0 -11.8% $20.84 +3.8%
883 SGRY SURGERY PARTNERS INC COM Healthcare 248.0 $4K -111.0 -30.9% $16.80 -15.2%
884 OMDA OMADA HEALTH INC COM Healthcare 189.0 $4K -149.0 -44.1% $21.95 +8.2%
885 RCKT ROCKET PHARMACEUTICALS INC COM Healthcare 1,213.0 $4K -1K -46.8% $3.42 -2.3%
886 NTES NETEASE COM INC SPONSORED ADS Technology 32.0 $4K -14.0 -30.4% $128.12 -2.6%
887 WSBF WATERSTONE FINL INC MD COM Financial Services 194.0 $4K -4.0 -2.0% $20.73 +2.2%
888 SERV SERVE ROBOTICS INC COM Industrials 611.0 $4K -5.0 -0.8% $6.58 -30.8%
889 PUMA SE UNSPONSORD ADR 1,309.0 $4K -77.0 -5.6% $2.99
890 MRM MEDIROM HEALTHCARE TECH INC SPONSORED ADS Consumer Cyclical 3,798.0 $4K -3K -40.7% $1.03 +1.0%
891 FLYW FLYWIRE CORPORATION COM VTG Technology 221.0 $4K -161.0 -42.1% $17.57 +3.9%
892 SWIM LATHAM GROUP INC COM Industrials 594.0 $4K -69.0 -10.4% $6.47 +8.0%
893 CXDO CREXENDO INC COM Communication Services 504.0 $4K -93.0 -15.6% $7.47 -11.9%
894 SAIL SAILPOINT INC COM Technology 257.0 $4K -179.0 -41.1% $14.64 +31.2%
895 NATIONAL CINEMEDIA INC COM NEW 986.0 $4K -382.0 -27.9% $3.80
896 DFIN DONNELLEY FINL SOLUTIONS INC COM Financial Services 89.0 $4K -163.0 -64.7% $41.96 +15.3%
897 QCRH QCR HLDGS INC COM Financial Services 38.0 $4K -4.0 -9.5% $97.34 +6.7%
898 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 432.0 $4K -128.0 -22.9% $8.42 +6.9%
899 ACRE ARES COML REAL ESTATE CORP COM Real Estate 807.0 $4K -927.0 -53.5% $4.50 +2.9%
900 ORIC ORIC PHARMACEUTICALS INC COM Healthcare 334.0 $4K -218.0 -39.5% $10.83 +28.5%
Page 45 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%