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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 48 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 APPS DIGITAL TURBINE INC COM NEW Technology 163.0 $2K -397.0 -70.9% $12.90 -6.1%
942 MARFRIG GLOBAL FOODS SA SPONSORED ADR 588.0 $2K -1K -65.2% $3.47
943 NABL N ABLE INC COMMON STOCK Technology 507.0 $2K -4K -88.4% $3.67 -7.1%
944 AVAH AVEANNA HEALTHCARE HLDGS INC COM Healthcare 212.0 $2K -22.0 -9.4% $8.57 +47.8%
945 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 332.0 $2K -1K -78.0% $5.41 -13.1%
946 VNDA VANDA PHARMACEUTICALS INC COM Healthcare 290.0 $2K -261.0 -47.4% $6.12 -11.1%
947 CDRE CADRE HLDGS INC COM Industrials 62.0 $2K -112.0 -64.4% $28.52 +17.3%
948 BND VANGUARD BD INDEX FDS TOTAL BND MRKT 24.0 $2K -262.0 -91.6% $73.42 -1.6%
949 BETTER HOME FINANCE HOLDING COM NEW CL A 64.0 $2K -42.0 -39.6% $27.50
950 DNUT KRISPY KREME INC COM Consumer Defensive 495.0 $2K -33.0 -6.2% $3.53 -8.2%
951 AMC ENTMT HLDGS INC CL A NEW 908.0 $2K -937.0 -50.8% $1.90
952 PING AN INS GROUP CO CHINA LTD SPON ADR REP H 132.0 $2K -200.0 -60.2% $13.05
953 GWRS GLOBAL WTR RES INC COM Utilities 237.0 $2K -204.0 -46.3% $7.24 +21.1%
954 GAMESTOP CORP NEW WT EXP 103026 609.0 $2K -5.0 -0.8% $2.79
955 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 422.0 $2K -312.0 -42.5% $3.67 -15.8%
956 ASPI ASP ISOTOPES INC COM Basic Materials 248.0 $2K -298.0 -54.6% $6.22 -38.0%
957 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 178.0 $2K -68.0 -27.6% $8.65 +10.2%
958 SYM SYMBOTIC INC CLASS A COM Industrials 34.0 $2K -20.0 -37.0% $44.94 -10.0%
959 CRMT AMERICAS CAR MART INC COM Consumer Cyclical 540.0 $2K -69.0 -11.3% $2.79 +10.4%
960 INNV INNOVAGE HLDG CORP COM Healthcare 127.0 $2K -24.0 -15.9% $11.85 -6.3%
Page 48 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%