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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 127 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 SANOFI SA SHS 306.0 $29K 0.00% $93.77
2522 TRNS TRANSCAT INC COM Industrials 390.0 $29K 0.00% NEW $73.45 +23.4%
2523 AVPT AVEPOINT INC COM CL A Technology 3,012.0 $29K 0.00% +185.0 +6.5% $9.51 +14.1%
2524 CMCL CALEDONIA MNG CORP SHS NEW Basic Materials 1,266.0 $29K 0.00% +50.0 +4.1% $22.59 -5.2%
2525 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 9,773.0 $29K 0.00% +881.0 +9.9% $2.92 +9.6%
2526 NATR NATURES SUNSHINE PRODS INC COM Consumer Defensive 1,174.0 $28K 0.00% +105.0 +9.8% $23.99 -16.3%
2527 USAR USA RARE EARTH INC COM Basic Materials 1,858.0 $28K 0.00% +2K +1256.2% $15.14 +52.1%
2528 TCBX THIRD COAST BANCSHARES INC COM Financial Services 741.0 $28K 0.00% +34.0 +4.8% $37.83 +4.3%
2529 AHRT AH RLTY TR INC COM Financial Services 5,093.0 $28K 0.00% +2K +94.4% $5.50 +22.5%
2530 BANCO DO BRASIL S A SPONSORED ADR 6,222.0 $28K 0.00% +837.0 +15.5% $4.50
2531 VSS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF 192.0 $28K 0.00% -112.0 -36.8% $145.79 +9.2%
2532 EBC EASTERN BANKSHARES INC COM Financial Services 1,431.0 $28K 0.00% +145.0 +11.3% $19.56 +5.1%
2533 FLNC FLUENCE ENERGY INC COM CL A Utilities 2,033.0 $28K 0.00% -373.0 -15.5% $13.76 +73.8%
2534 BVS BIOVENTUS INC COM CL A Healthcare 3,059.0 $28K 0.00% +1K +56.5% $9.13 -4.5%
2535 VERA VERA THERAPEUTICS INC CL A Healthcare 694.0 $28K 0.00% -9.0 -1.3% $40.23 -14.9%
2536 ENR ENERGIZER HLDGS INC COM Industrials 1,700.0 $28K 0.00% +684.0 +67.3% $16.42 +24.1%
2537 BBSI BARRETT BUSINESS SVCS INC COM Industrials 955.0 $28K 0.00% +770.0 +416.2% $29.18 +13.2%
2538 BCAX BICARA THERAPEUTICS INC COM Healthcare 1,400.0 $28K 0.00% +275.0 +24.4% $19.89 +10.4%
2539 UUUU ENERGY FUELS INC COM NEW Energy 1,522.0 $28K 0.00% +408.0 +36.6% $18.25 -14.3%
2540 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 343.0 $28K 0.00% -98.0 -22.2% $80.94 +2.7%
Page 127 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%