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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 48 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 APARTMENT INVT MGMT CO CL A 27.0 $110.0 -527.0 -95.1% $4.07
942 NTSK NETSKOPE INC CL A Technology 10.0 $85.0 -28.0 -73.7% $8.50 +31.8%
943 IIM INVESCO VALUE MUN INCOME TR COM Financial Services 1.0 $12.0 -250.0 -99.6% $12.00 +0.8%
944 LION GROUP HOLDING LTD SPONSORED ADS 5.0 $4.0 -41.0 -89.1% $0.80
Page 48 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%