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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 100 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 UFPI UFP INDUSTRIES INC COM Basic Materials 873.0 $79K 0.00% -600.0 -40.7% $90.74 -4.8%
1982 KMT KENNAMETAL INC COM Industrials 2,255.0 $79K 0.00% $35.05 -14.4%
1983 AZTA AZENTA INC COM Healthcare 3,097.0 $79K 0.00% -690.0 -18.2% $25.52 +31.5%
1984 AESI ATLAS ENERGY SOLUTIONS INC COM NEW Energy 4,758.0 $79K 0.00% +572.0 +13.7% $16.61 -27.3%
1985 ELVR ELEVRA LITHIUM LTD SPONSORED ADS Basic Materials 1,159.0 $79K 0.00% +164.0 +16.5% $68.15 -8.4%
1986 SIEMENS ENERGY AG SHS 410.0 $79K 0.00% $192.11
1987 PMT PENNYMAC MTG INVT TR COM Real Estate 6,969.0 $79K 0.00% +3K +68.0% $11.28 -18.2%
1988 DV DOUBLEVERIFY HLDGS INC COM Technology 7,250.0 $79K 0.00% -3K -26.1% $10.84 +22.7%
1989 BBSI BARRETT BUSINESS SVCS INC COM Industrials 2,206.0 $78K 0.00% +1K +131.0% $35.52 -4.4%
1990 PCVX VAXCYTE INC COM Healthcare 1,347.0 $78K 0.00% +66.0 +5.2% $58.13 +5.1%
1991 OGN ORGANON CO COMMON STOCK Healthcare 5,782.0 $78K 0.00% +2K +69.8% $13.54 +1.7%
1992 ABVX ABIVAX SA SPONSORED ADS Healthcare 587.0 $78K 0.00% +39.0 +7.1% $133.26 -12.6%
1993 KD KYNDRYL HLDGS INC COMMON STOCK Technology 6,915.0 $78K 0.00% -904.0 -11.6% $11.31 +12.1%
1994 BOC HONG KONG HLDGS LTD SPONSORED ADR 706.0 $78K 0.00% $110.61
1995 APLD APPLIED DIGITAL CORP COM NEW Technology 2,092.0 $78K 0.00% +464.0 +28.5% $37.30 -28.0%
1996 CORZ CORE SCIENTIFIC INC NEW COM Technology 3,049.0 $78K 0.00% +782.0 +34.5% $25.59 -31.9%
1997 THOMSON REUTERS CORP COM 954.0 $78K 0.00% NEW $81.67
1998 FTXL FIRST TR EXCHANGE TRADED FD VI NASDQ SEMCNDTR 272.0 $78K 0.00% $284.95 -21.4%
1999 ARLO ARLO TECHNOLOGIES INC COM Industrials 5,743.0 $77K 0.00% -766.0 -11.8% $13.48 -3.1%
2000 QBTS D WAVE QUANTUM INC COM Technology 3,224.0 $77K 0.00% +796.0 +32.8% $23.99 -27.0%
Page 100 of 209  ·  4,173 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%