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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 54 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 WOOF PETCO HEALTH WELLNESS CO INC CL A COM Consumer Cyclical 90.0 $245.0 -45.0 -33.3% $2.72 -0.8%
1062 EVI EVI INDS INC COM Industrials 16.0 $236.0 -110.0 -87.3% $14.75 +5.1%
1063 AVXL ANAVEX LIFE SCIENCES CORP COM NEW Healthcare 90.0 $233.0 -290.0 -76.3% $2.59 +24.0%
1064 VIVENDI SE UNSPONSORD ADR 96.0 $231.0 -233.0 -70.8% $2.41
1065 BIOA BIOAGE LABS INC COM Healthcare 9.0 $221.0 -28.0 -75.7% $24.56 -57.6%
1066 GSM FERROGLOBE PLC SHS Basic Materials 68.0 $216.0 -153.0 -69.2% $3.18 +35.1%
1067 DH DEFINITIVE HEALTHCARE CORP CLASS A COM Healthcare 259.0 $215.0 -62.0 -19.3% $0.83 -23.0%
1068 LFT LUMENT FINANCE TRUST INC COM Real Estate 231.0 $213.0 -5K -95.2% $0.92 -34.9%
1069 MNTN INC CL A 23.0 $212.0 -26.0 -53.1% $9.22
1070 PACK RANPAK HOLDINGS CORP COM CL A Consumer Cyclical 28.0 $205.0 -78.0 -73.6% $7.32 -28.4%
1071 ENCORE ENERGY CORP COM NEW 156.0 $204.0 -2K -91.9% $1.31
1072 CRDF CARDIFF ONCOLOGY INC COM Healthcare 147.0 $191.0 -1K -88.0% $1.30 -30.4%
1073 HUMA HUMACYTE INC COM Healthcare 243.0 $190.0 -3K -93.4% $0.78 -28.3%
1074 WALD WALDENCAST PLC CLASS A ORD SHS Technology 96.0 $169.0 -738.0 -88.5% $1.76 -22.7%
1075 MYO MYOMO INC COM NEW Healthcare 152.0 $158.0 -2K -92.0% $1.04 +51.0%
1076 LUCD LUCID DIAGNOSTICS INC COM Healthcare 142.0 $152.0 -752.0 -84.1% $1.07 -8.7%
1077 NNOX NANO X IMAGING LTD ORD SHS Healthcare 128.0 $148.0 -336.0 -72.4% $1.16 -19.3%
1078 BLND BLEND LABS INC CL A Technology 82.0 $140.0 -566.0 -87.3% $1.71 -13.3%
1079 CDZI CADIZ INC COM NEW Utilities 32.0 $134.0 -663.0 -95.4% $4.19 -23.6%
1080 ACTU ACTUATE THERAPEUTICS INC COM Healthcare 65.0 $99.0 -221.0 -77.3% $1.52 -35.0%
Page 54 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%