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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 50 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NUVB NUVATION BIO INC COM CL A Healthcare 207.0 $1K -203.0 -49.5% $5.68 +16.3%
982 CERS CERUS CORP COM Healthcare 402.0 $1K -420.0 -51.1% $2.92 +0.2%
983 RESMED INC DEP CHESS 70.0 $1K -3K -97.5% $16.71
984 MFIN MEDALLION FINANCIAL CORP COM Financial Services 114.0 $1K -31.0 -21.4% $10.21 +8.6%
985 CATX PERSPECTIVE THERAPEUTICS INC COM NEW Healthcare 340.0 $1K -246.0 -42.0% $3.41 -4.8%
986 LXEO LEXEO THERAPEUTICS INC COM Healthcare 247.0 $1K -84.0 -25.4% $4.66 +6.0%
987 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 159.0 $1K -1K -90.4% $7.19 +6.3%
988 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 358.0 $1K -107.0 -23.0% $3.19 -4.1%
989 STRT STRATTEC SEC CORP COM Consumer Cyclical 14.0 $1K -35.0 -71.4% $81.43 -0.2%
990 JAMES RIV GROUP LTD COM SHS 254.0 $1K -2K -86.7% $4.40
991 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 213.0 $1K -3K -94.0% $5.21 -22.5%
992 BYND BEYOND MEAT INC COM Consumer Defensive 1,447.0 $1K -2K -60.2% $0.75 +1364.3%
993 AELUMA INC COM 49.0 $1K -87.0 -64.0% $22.08
994 FINW FINWISE BANCORP COM Financial Services 73.0 $1K -12.0 -14.1% $14.51 -6.3%
995 PAL PROFICIENT AUTO LOGISTICS INC COM Industrials 153.0 $1K -165.0 -51.9% $6.81 -14.1%
996 KLC KINDERCARE LEARNING COMPANIES COM Consumer Defensive 244.0 $1K -89.0 -26.7% $4.25 -40.9%
997 KG KESTREL GROUP LTD COM Financial Services 114.0 $1K -51.0 -30.9% $9.00 -13.7%
998 RIGS ALPS ETF TR STRATEGIC INCOME 44.0 $1K -2K -97.2% $22.80 -1.1%
999 EVEX EVE HLDG INC COM Industrials 396.0 $994.0 -116.0 -22.7% $2.51 +3.2%
1000 ASCENT INDUSTRIES CO COM 65.0 $977.0 -49.0 -43.0% $15.03
Page 50 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%