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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 123 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 KASPI KZ JSC SPONSORED ADS 470.0 $41K 0.00% NEW $86.64
2442 TPG TPG INC COM CL A Financial Services 1,004.0 $41K 0.00% -23.0 -2.2% $40.55 +30.3%
2443 LZ LEGALZOOM COM INC COM Industrials 6,616.0 $41K 0.00% -4K -34.7% $6.13 -2.1%
2444 RIG TRANSOCEAN LTD REGISTERED SHS Energy 8,266.0 $40K 0.00% +1K +20.0% $4.89 +18.0%
2445 RYTM RHYTHM PHARMACEUTICALS INC COM Healthcare 364.0 $40K 0.00% +97.0 +36.3% $111.03 +0.4%
2446 FNV FRANCO NEV CORP COM Basic Materials 193.0 $40K 0.00% +74.0 +62.2% $208.44 +29.6%
2447 BBD BANCO BRADESCO S A SP ADR PFD NEW Financial Services 11,588.0 $40K 0.00% -3K -18.2% $3.47 -9.2%
2448 BANDAI NAMCO HLDGS INC UNSPON ADS 3,467.0 $40K 0.00% +542.0 +18.5% $11.57
2449 PLUG PLUG PWR INC COM NEW Industrials 14,771.0 $40K 0.00% +642.0 +4.5% $2.71 -19.9%
2450 RGR STURM RUGER CO INC COM Industrials 1,057.0 $40K 0.00% -39.0 -3.6% $37.85 +1.6%
2451 JERONIMO MARTINS SGPS SA ADR 1,045.0 $40K 0.00% +1K +10000.0% $38.25
2452 MLCO MELCO RESORTS AND ENTMNT LTD ADR Consumer Cyclical 7,570.0 $40K 0.00% +3K +71.5% $5.27 +3.6%
2453 DNLI DENALI THERAPEUTICS INC COM Healthcare 1,549.0 $40K 0.00% +121.0 +8.5% $25.72 -5.9%
2454 PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 1,792.0 $40K 0.00% $22.20 +3.8%
2455 CMPR CIMPRESS PLC SHS EURO Communication Services 391.0 $40K 0.00% +13.0 +3.4% $101.70 -13.9%
2456 FOXF FOX FACTORY HLDG CORP COM Consumer Cyclical 2,346.0 $40K 0.00% +122.0 +5.5% $16.95 +27.8%
2457 AMRC AMERESCO INC CL A Industrials 1,438.0 $40K 0.00% $27.60 -24.0%
2458 JPMB J P MORGAN EXCHANGE TRADED FD USD EMRNG MKT 983.0 $40K 0.00% +570.0 +138.0% $40.31 -1.7%
2459 IEF ISHARES TR 7 10 YR TRSY BD 419.0 $40K 0.00% $94.57 -1.6%
2460 3I GROUP PLC SHS 1,207.0 $40K 0.00% -2K -63.7% $32.77
Page 123 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%