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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 52 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SUNS SUNRISE RLTY TR INC COM Real Estate 83.0 $656.0 -115.0 -58.1% $7.90 -1.8%
1022 WIX WIX COM LTD SHS Technology 14.0 $635.0 -73.0 -83.9% $45.36 +62.5%
1023 TRIVAGO N V SPON ADS A SHS N 114.0 $624.0 -66.0 -36.7% $5.47
1024 LIFECORE BIOMEDICAL INC COM 116.0 $609.0 -138.0 -54.3% $5.25
1025 MH MCGRAW HILL INC COM Consumer Defensive 64.0 $606.0 -330.0 -83.8% $9.47 +34.9%
1026 CRITICAL METALS CORP PUBCO ORD SHS 59.0 $605.0 -168.0 -74.0% $10.25
1027 VYGR VOYAGER THERAPEUTICS INC COM Healthcare 172.0 $602.0 -187.0 -52.1% $3.50 -7.7%
1028 SFIX STITCH FIX INC COM CL A Consumer Cyclical 145.0 $596.0 -106.0 -42.2% $4.11 -19.0%
1029 GIB CGI INC CL A SUB VTG Technology 9.0 $581.0 -18.0 -66.7% $64.56 +12.3%
1030 FF FUTUREFUEL CORP COM Basic Materials 123.0 $556.0 -2.0 -1.6% $4.52 +27.0%
1031 FEZ SPDR INDEX SHS FDS ST STR EU 50 ETF 8.0 $549.0 -24.0 -75.0% $68.62 +4.8%
1032 LOANDEPOT INC COM CL A 438.0 $548.0 -215.0 -32.9% $1.25
1033 RPAY REPAY HLDGS CORP COM CL A Technology 129.0 $542.0 -249.0 -65.9% $4.20 -16.5%
1034 VUZI VUZIX CORP COM NEW Technology 186.0 $539.0 -754.0 -80.2% $2.90 +6.6%
1035 BLZE BACKBLAZE INC COM CL A Technology 33.0 $523.0 -247.0 -88.2% $15.85 +22.3%
1036 BRCB BLACK ROCK COFFEE BAR INC CL A Consumer Defensive 60.0 $497.0 -115.0 -65.7% $8.28 -4.6%
1037 GOGO GOGO INC COM Communication Services 157.0 $487.0 -268.0 -63.1% $3.10 -13.0%
1038 PRTH PRIORITY TECHNOLOGY HLDGS INC COM Technology 71.0 $474.0 -269.0 -79.1% $6.68 -20.0%
1039 OFLX OMEGA FLEX INC COM Industrials 15.0 $471.0 -92.0 -86.0% $31.40 -9.4%
1040 RECKITT BENCKISER GROUP PLC SHS 7.0 $459.0 -576.0 -98.8% $65.57
Page 52 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%