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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 121 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 HEDJ WISDOMTREE TR EUROPE HEDGED EQ 753.0 $43K 0.00% $57.00 +1.1%
2402 ERAS ERASCA INC COM Healthcare 2,340.0 $43K 0.00% +336.0 +16.8% $18.32 +0.6%
2403 BDO UNIBANK INC SPON ADR 2,161.0 $43K 0.00% -488.0 -18.4% $19.80
2404 AVPT AVEPOINT INC COM CL A Technology 3,814.0 $43K 0.00% +802.0 +26.6% $11.21 +18.2%
2405 TENCENT HLDGS LTD UNSPON ADR 769.0 $42K 0.00% -36.0 -4.5% $55.22
2406 FTA FIRST TR EXCHANGE TRADED ALPHA COM SHS 438.0 $42K 0.00% $96.80 +7.2%
2407 BIRKENSTOCK HOLDING PLC COM SHS 984.0 $42K 0.00% -368.0 -27.2% $43.03
2408 STAA STAAR SURGICAL CO COM PAR 0 01 Healthcare 1,475.0 $42K 0.00% +100.0 +7.3% $28.69 -19.7%
2409 GSHD GOOSEHEAD INS INC COM CL A Financial Services 872.0 $42K 0.00% +134.0 +18.2% $48.50 +49.2%
2410 COMP COMPASS INC CL A Technology 3,425.0 $42K 0.00% -65.0 -1.9% $12.33 -5.3%
2411 STNE STONECO LTD COM CL A Technology 3,887.0 $42K 0.00% -1K -22.3% $10.84 -11.1%
2412 PUMP PROPETRO HLDG CORP COM Energy 2,937.0 $42K 0.00% -453.0 -13.4% $14.34 -25.0%
2413 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 2,605.0 $42K 0.00% -80.0 -3.0% $16.16 +10.3%
2414 EMBJ EMBRAER S A SPONSORED ADS Industrials 659.0 $42K 0.00% +26.0 +4.1% $63.80 +17.1%
2415 RRR RED ROCK RESORTS INC CL A Consumer Cyclical 645.0 $42K 0.00% -115.0 -15.1% $65.06 -7.1%
2416 TECHNIP ENERGIES N V SPONSORED ADR 1,105.0 $42K 0.00% NEW $37.95
2417 CAPGEMINI SE UNSPONSORED ADR 2,084.0 $42K 0.00% -750.0 -26.5% $20.11
2418 MGNI MAGNITE INC COM Communication Services 2,208.0 $42K 0.00% -346.0 -13.6% $18.98 +23.8%
2419 INFL LISTED FDS TR HORI KI INFL ETF 840.0 $42K 0.00% $49.88 +11.7%
2420 WINA WINMARK CORP COM Consumer Cyclical 99.0 $42K 0.00% +58.0 +141.5% $423.08 -19.2%
Page 121 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%