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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 126 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 CCSI CONSENSUS CLOUD SOLUTIONS INC COM Technology 972.0 $37K 0.00% +113.0 +13.2% $38.15 +1.4%
2502 ALC ALCON AG ORD SHS Healthcare 552.0 $37K 0.00% -325.0 -37.1% $67.10 +9.8%
2503 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 4,083.0 $37K 0.00% -648.0 -13.7% $9.05 -3.9%
2504 FOUR SHIFT4 PMTS INC CL A Technology 759.0 $37K 0.00% -49.0 -6.1% $48.64 -1.3%
2505 LIGHT WONDER INC COM 475.0 $37K 0.00% -163.0 -25.6% $77.51
2506 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 3,451.0 $37K 0.00% +372.0 +12.1% $10.66 +8.3%
2507 TGS ASA SPONSORED ADR 2,833.0 $37K 0.00% +935.0 +49.3% $12.96
2508 NIDEC CORP SPONSORED ADR 9,122.0 $37K 0.00% -6K -37.8% $4.01
2509 ZALANDO SE UNSPONSORD ADR 2,526.0 $37K 0.00% +3K +10000.0% $14.47
2510 NEXT NEXTDECADE CORP COM Energy 4,836.0 $36K 0.00% +104.0 +2.2% $7.54 -2.5%
2511 RIGL RIGEL PHARMACEUTICALS INC COM Healthcare 932.0 $36K 0.00% -5.0 -0.5% $39.12 +15.3%
2512 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 959.0 $36K 0.00% -82.0 -7.9% $37.98 -1.0%
2513 HOMETRUST BANCSHARES INC COM 730.0 $36K 0.00% $49.89
2514 COWZ PACER FDS TR US CASH COWS 100 585.0 $36K 0.00% $62.20 +16.0%
2515 AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT 377.0 $36K 0.00% $96.49 -3.5%
2516 CBU COMMUNITY FINANCIAL SYSTEM INC COM Financial Services 541.0 $36K 0.00% +150.0 +38.4% $67.12 -6.1%
2517 PHR PHREESIA INC COM Healthcare 3,526.0 $36K 0.00% +729.0 +26.1% $10.29 +13.6%
2518 FXR FIRST TR EXCHANGE TRADED FD II INDLS PROD DUR 398.0 $36K 0.00% $91.12 -2.6%
2519 AVOLTA AG UNSPONSORD ADR 5,450.0 $36K 0.00% NEW $6.64
2520 KREF KKR REAL ESTATE FIN TR INC COM Real Estate 5,288.0 $36K 0.00% -5K -50.7% $6.84 +9.8%
Page 126 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%