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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 129 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 USLM UNITED STS LIME MINERALS INC COM Basic Materials 205.0 $27K 0.00% +8.0 +4.1% $130.61 -15.9%
2562 KE KIMBALL ELECTRONICS INC COM Industrials 1,130.0 $27K 0.00% $23.69 +8.2%
2563 FLGT FULGENT GENETICS INC COM Healthcare 1,683.0 $27K 0.00% -3K -63.4% $15.90 +13.0%
2564 BSJS INVESCO EXCH TRD SLF IDX FD TR INVSCO 28 HYCORP 1,232.0 $27K 0.00% -684.0 -35.7% $21.69 +0.9%
2565 SEPN SEPTERNA INC COM Healthcare 1,110.0 $27K 0.00% +194.0 +21.2% $24.03 +46.3%
2566 BEAM BEAM THERAPEUTICS INC COM Healthcare 1,119.0 $27K 0.00% +533.0 +91.0% $23.83 +32.2%
2567 SLP SIMULATIONS PLUS INC COM Healthcare 2,246.0 $27K 0.00% +2K +212.8% $11.82 +54.4%
2568 RWL INVESCO EXCHANGETRADED FD TR SP 500 REVENUE 231.0 $27K 0.00% $114.91 +12.5%
2569 CCU COMPANIA CERVECERIAS UNIDAS S SPONSORED ADR Consumer Defensive 2,337.0 $27K 0.00% +231.0 +11.0% $11.35 +3.7%
2570 BLSH BULLISH ORD SHS Technology 739.0 $26K 0.00% +651.0 +739.8% $35.73 -27.1%
2571 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 523.0 $26K 0.00% +193.0 +58.5% $50.44 +66.7%
2572 SAMT ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 671.0 $26K 0.00% $39.27 +16.1%
2573 TCBK TRICO BANCSHARES COM Financial Services 554.0 $26K 0.00% $47.54 +8.5%
2574 BBAR BANCO BBVA ARGENTINA S A SPONSORED ADS Financial Services 1,636.0 $26K 0.00% -833.0 -33.7% $16.06 +27.8%
2575 PPTA PERPETUA RESOURCES CORP COM Basic Materials 933.0 $26K 0.00% +134.0 +16.8% $28.12 -6.8%
2576 BSCT INVESCO EXCH TRD SLF IDX FD TR BULETSHS 2029 1,403.0 $26K 0.00% +16.0 +1.1% $18.66 -0.1%
2577 WISEKEY INTERNATIONAL HLDS LTD SPON ADR 4,250.0 $26K 0.00% +137.0 +3.3% $6.14
2578 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 444.0 $26K 0.00% +41.0 +10.2% $58.66 -14.5%
2579 GRND GRINDR INC COM Technology 2,152.0 $26K 0.00% +574.0 +36.4% $12.09 +10.0%
2580 AEM AGNICO EAGLE MINES LTD COM Basic Materials 128.0 $26K 0.00% $202.98 -12.9%
Page 129 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%