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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 107 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 KNF KNIFE RIVER CORP COMMON STOCK Basic Materials 777.0 $65K 0.00% +96.0 +14.1% $83.65 -21.3%
2122 BCH BANCO DE CHILE SPONSORED ADS Financial Services 1,625.0 $65K 0.00% -136.0 -7.7% $39.76 +7.3%
2123 NUVL NUVALENT INC COM Healthcare 523.0 $65K 0.00% +141.0 +36.9% $123.50 +0.4%
2124 VIST VISTA ENERGY S A B DE C V SPONSORED ADS Energy 1,012.0 $65K 0.00% +65.0 +6.9% $63.80 +7.2%
2125 PERSIMMON UNSPONSORD ADR 2,323.0 $65K 0.00% +819.0 +54.5% $27.77
2126 CNA CNA FINL CORP COM Financial Services 1,327.0 $65K 0.00% -864.0 -39.4% $48.61 +1.1%
2127 TRUBRIDGE INC COM 2,454.0 $64K 0.00% -23.0 -0.9% $26.21
2128 CVI CVR ENERGY INC COM Energy 2,330.0 $64K 0.00% $27.54 +37.6%
2129 QXO QXO INC COM NEW Industrials 3,710.0 $64K 0.00% +142.0 +4.0% $17.28 -19.8%
2130 RARE ULTRAGENYX PHARMACEUTICAL INC COM Healthcare 1,919.0 $64K 0.00% +1K +149.5% $33.39 -20.8%
2131 KONE OYJ UNSPONSORD ADR 2,249.0 $64K 0.00% -2K -46.1% $28.41
2132 GIII G III APPAREL GROUP LTD COM Consumer Cyclical 1,893.0 $64K 0.00% +151.0 +8.7% $33.71 -1.2%
2133 NTCT NETSCOUT SYS INC COM Technology 1,465.0 $64K 0.00% +123.0 +9.2% $43.55 -12.6%
2134 ARCH CAP GROUP LTD 4 550 DEP PFD G 3,897.0 $64K 0.00% +4K +10000.0% $16.30
2135 CNS COHEN STEERS INC COM Financial Services 834.0 $64K 0.00% +67.0 +8.7% $76.14 +9.0%
2136 CRTO CRITEO S A SPONS ADS Communication Services 3,465.0 $63K 0.00% +1K +61.1% $18.28 -5.4%
2137 EWJ ISHARES INC MSCI JAPAN ETF 679.0 $63K 0.00% -30.0 -4.2% $93.27 +2.5%
2138 BELFB BEL FUSE INC CL B Technology 190.0 $63K 0.00% +3.0 +1.6% $333.04 -24.9%
2139 MONCLER SPA UNSPONSORD ADR 1,094.0 $63K 0.00% +235.0 +27.4% $57.83
2140 VSEC VSE CORP COM Industrials 276.0 $63K 0.00% +130.0 +89.0% $228.50 -4.7%
Page 107 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%