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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 49 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FXNC FIRST NATL CORP VA COM Financial Services 50.0 $2K -1.0 -2.0% $30.02 +6.9%
962 FNKO FUNKO INC COM CL A Consumer Cyclical 250.0 $1K -275.0 -52.4% $5.88 +3.1%
963 VALU VALUE LINE INC COM Financial Services 36.0 $1K -78.0 -68.4% $40.47 -9.4%
964 OM OUTSET MED INC COM NEW Healthcare 336.0 $1K -188.0 -35.9% $4.32 -1.0%
965 RNW RENEW ENERGY GLOBAL PLC CL A SHS Utilities 231.0 $1K -725.0 -75.8% $6.25 +8.9%
966 JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK Industrials 260.0 $1K -402.0 -60.7% $5.55 -9.2%
967 DMAC DIAMEDICA THERAPEUTICS INC COM NEW Healthcare 203.0 $1K -164.0 -44.7% $7.04 -7.7%
968 CNDT CONDUENT INC COM Technology 974.0 $1K -39.0 -3.9% $1.46 +1.2%
969 MYPS PLAYSTUDIOS INC CLASS A COM Technology 2,823.0 $1K -8K -74.0% $0.50 +1.8%
970 BRIGHT MINDS BIOSCIENCES INC COM NEW 20.0 $1K -13.0 -39.4% $70.20
971 CLLS CELLECTIS S A SPON ADS Healthcare 463.0 $1K -271.0 -36.9% $3.00 +2.0%
972 BALLYS CORPORATION COMMON STOCK 100.0 $1K -159.0 -61.4% $13.71
973 INMB INMUNE BIO INC COM Healthcare 829.0 $1K -775.0 -48.3% $1.63 +29.2%
974 RYAM RAYONIER ADVANCED MATLS INC COM Basic Materials 170.0 $1K -56.0 -24.8% $7.86 +6.9%
975 LIXIL CORPORATION UNSPONSORD ADR 58.0 $1K -101.0 -63.5% $22.50
976 QTRX QUANTERIX CORP COM Healthcare 299.0 $1K -391.0 -56.7% $4.32 -37.9%
977 REZOLVE AI PLC ORD SHS 404.0 $1K -127.0 -23.9% $3.15
978 CHRS COHERUS ONCOLOGY INC COM Healthcare 885.0 $1K -325.0 -26.9% $1.40 -5.7%
979 QSI QUANTUM SI INC COM CL A Healthcare 1,373.0 $1K -457.0 -25.0% $0.88 -17.9%
980 MDXG MIMEDX GROUP INC COM Healthcare 306.0 $1K -306.0 -50.0% $3.85 +11.0%
Page 49 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%