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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 47 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VERASTEM INC COM NEW 735.0 $3K -276.0 -27.3% $3.82
922 ARL AMERICAN RLTY INVS INC COM Real Estate 126.0 $3K -31.0 -19.8% $22.27 -33.0%
923 SLDE SLIDE INS HLDGS INC COM Financial Services 144.0 $3K -102.0 -41.5% $19.37 +14.9%
924 WVE WAVE LIFE SCIENCES LTD SHS Healthcare 476.0 $3K -156.0 -24.7% $5.81 -9.0%
925 RXT RACKSPACE TECHNOLOGY INC COM Technology 415.0 $3K -47.0 -10.2% $6.53 -46.1%
926 HON HONEYWELL INTL INC COM Industrials 12.0 $3K -11K -99.9% $223.92 +1.7%
927 LUNG PULMONX CORP COM Healthcare 2,063.0 $3K -740.0 -26.4% $1.30 +73.8%
928 RNA ATRIUM THERAPEUTICS INC COM Healthcare 195.0 $3K -140.0 -41.8% $13.45 -4.5%
929 NVX NOVONIX LIMITED SPONSORED ADS Industrials 5,451.0 $3K -9K -63.3% $0.46 -8.9%
930 LIBERTY CAP CORP SER C GCI GROUP 115.0 $2K -289.0 -71.5% $21.56
931 SOC SABLE OFFSHORE CORP COM SHS Energy 783.0 $2K -286.0 -26.8% $3.08 +29.5%
932 MONOPAR THERAPEUTICS INC COM NEW 25.0 $2K -4.0 -13.8% $92.60
933 SEG SEAPORT ENTMT GROUP INC COMMON STOCK Real Estate 87.0 $2K -18.0 -17.1% $26.60 +0.2%
934 BKKT BAKKT INC COM CL A NEW Technology 290.0 $2K -41.0 -12.4% $7.81 -11.3%
935 SIBN SI BONE INC COM Healthcare 135.0 $2K -70.0 -34.1% $16.32 +17.3%
936 PRME PRIME MEDICINE INC COM Healthcare 586.0 $2K -61.0 -9.4% $3.69 -17.3%
937 GRNT GRANITE RIDGE RESOURCES INC COM Energy 488.0 $2K -2K -76.2% $4.41 +18.4%
938 RNAC CARTESIAN THERAPEUTICS INC COM NEW Healthcare 205.0 $2K -607.0 -74.8% $10.42 -11.7%
939 QNRX QUOIN PHARMACEUTICALS LTD SPONSORED ADS Healthcare 439.0 $2K -1K -74.5% $4.84 +2.7%
940 HIPPO HLDGS INC COM NEW 75.0 $2K -552.0 -88.0% $28.27
Page 47 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%