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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 51 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 MLP MAUI LD PINEAPPLE INC COM Real Estate 54.0 $960.0 -100.0 -64.9% $17.78 -9.6%
1002 AIRO AIRO GROUP HLDGS INC COM Industrials 129.0 $953.0 -303.0 -70.1% $7.39 +27.7%
1003 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 136.0 $941.0 -39.0 -22.3% $6.92 -26.1%
1004 STEM INC COM NEW 120.0 $937.0 -82.0 -40.6% $7.81
1005 STIM NEURONETICS INC COM Healthcare 681.0 $885.0 -537.0 -44.1% $1.30 +143.9%
1006 BBAI BIGBEAR AI HLDGS INC COM Technology 232.0 $851.0 -7.0 -2.9% $3.67 -12.9%
1007 OPRT OPORTUN FINL CORP COM Financial Services 147.0 $839.0 -9.0 -5.8% $5.71 +31.5%
1008 PTRN PATTERN GROUP INC COM SER A Technology 33.0 $831.0 -14.0 -29.8% $25.18 -17.6%
1009 ELECTROVAYA INC COM NEW 79.0 $830.0 -120.0 -60.3% $10.51
1010 PLX PROTALIX BIOTHERAPEUTICS INC COM Healthcare 355.0 $827.0 -124.0 -25.9% $2.33 -1.5%
1011 CSPI CSP INC COM Technology 102.0 $810.0 -524.0 -83.7% $7.94 -0.8%
1012 AIOT POWERFLEET INC COM Technology 206.0 $789.0 -372.0 -64.4% $3.83 -20.8%
1013 RCEL AVITA MEDICAL INC COM Healthcare 190.0 $785.0 -982.0 -83.8% $4.13 +125.7%
1014 EPP ISHARES INC MSCI PAC JP ETF 14.0 $746.0 -27.0 -65.8% $53.29 +7.1%
1015 RXST RXSIGHT INC COM Healthcare 143.0 $689.0 -1K -88.8% $4.82 +31.9%
1016 SVC SERVICE PPTYS TR COM SH BEN INT Real Estate 407.0 $688.0 -1K -78.0% $1.69 +371.9%
1017 ALDX ALDEYRA THERAPEUTICS INC COM Healthcare 320.0 $682.0 -797.0 -71.3% $2.13 -28.2%
1018 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 239.0 $662.0 -156.0 -39.5% $2.77 +21.7%
1019 MSB MESABI TR CTF BEN INT Financial Services 26.0 $658.0 -14.0 -35.0% $25.31 -9.2%
1020 CYH COMMUNITY HEALTH SYS INC NEW COM Healthcare 197.0 $658.0 -122.0 -38.2% $3.34 -10.3%
Page 51 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%