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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 110 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 SNDR SCHNEIDER NATIONAL INC CL B Industrials 1,898.0 $50K 0.00% +1K +182.9% $26.36 +34.1%
2182 BDO UNIBANK INC SPON ADR 2,649.0 $50K 0.00% +244.0 +10.2% $18.87
2183 SEZL SEZZLE INC COM Financial Services 789.0 $50K 0.00% +527.0 +201.2% $63.29 +131.8%
2184 CMPS COMPASS PATHWAYS PLC SPONSORED ADS Healthcare 9,027.0 $50K 0.00% +1K +12.8% $5.53 +115.9%
2185 FLUTTER ENTMT PLC SHS 489.0 $50K 0.00% +328.0 +203.7% $101.95
2186 GALAXY ENTMT GROUP LTD UNSPONSORED ADR 2,192.0 $50K 0.00% -405.0 -15.6% $22.74
2187 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 578.0 $50K 0.00% +371.0 +179.2% $85.71 +9.8%
2188 ACMR ACM RESH INC COM CL A Technology 1,258.0 $50K 0.00% +188.0 +17.6% $39.35 +144.4%
2189 FDD FIRST TR EXCHANGETRADED FD II COMMON SHS 2,775.0 $49K 0.00% $17.81 +9.9%
2190 BNTX BIONTECH SE SPONSORED ADS Healthcare 556.0 $49K 0.00% -50.0 -8.2% $88.88 +3.8%
2191 MFA MFA FINL INC COM Real Estate 5,156.0 $49K 0.00% +626.0 +13.8% $9.58 -2.1%
2192 SLN SILENCE THERAPEUTICS PLC ADS Healthcare 9,365.0 $49K 0.00% -747.0 -7.4% $5.27 +28.3%
2193 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 1,922.0 $49K 0.00% +381.0 +24.7% $25.48
2194 JBGS JBG SMITH PPTYS COM Real Estate 3,345.0 $49K 0.00% +2K +135.1% $14.61 -4.9%
2195 PUMP PROPETRO HLDG CORP COM Energy 3,390.0 $49K 0.00% +120.0 +3.7% $14.41 +3.1%
2196 TERN TERNS PHARMACEUTICALS INC COM Healthcare 926.0 $49K 0.00% +55.0 +6.3% $52.72 +0.4%
2197 SENEA SENECA FOODS CORP NEW CL A Consumer Defensive 323.0 $49K 0.00% +8.0 +2.5% $151.12 +3.2%
2198 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 538.0 $49K 0.00% -8.0 -1.5% $90.69 +8.5%
2199 BIRKENSTOCK HOLDING PLC COM SHS 1,352.0 $48K 0.00% +983.0 +266.4% $35.83
2200 PMT PENNYMAC MTG INVT TR COM Real Estate 4,147.0 $48K 0.00% +1K +50.7% $11.66 -13.7%
Page 110 of 206  ·  4,110 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%