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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 129 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 ABN AMRO BANK N V UNSPONSORD ADS 774.0 $33K 0.00% +746.0 +2664.3% $42.44
2562 ROCK GIBRALTAR INDS INC COM Industrials 725.0 $33K 0.00% -341.0 -32.0% $45.10 +2.6%
2563 BCYC BICYCLE THERAPEUTICS PLC SPONSORED ADS Healthcare 7,704.0 $33K 0.00% +6K +512.9% $4.24 +2.1%
2564 DHS WISDOMTREE TR US HIGH DIVIDEND 287.0 $33K 0.00% $113.69 +5.2%
2565 DLX DELUXE CORP MEDIUM TERM NTS COM Communication Services 1,362.0 $33K 0.00% -46.0 -3.3% $23.88 +0.8%
2566 GPOR GULFPORT ENERGY CORP COMMON SHARES Energy 191.0 $32K 0.00% -3.0 -1.6% $169.70 +3.4%
2567 VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 549.0 $32K 0.00% $58.98 -1.0%
2568 BAP CREDICORP LTD COM Financial Services 83.0 $32K 0.00% -4.0 -4.6% $389.58 -2.5%
2569 SAM BOSTON BEER INC CL A Consumer Defensive 182.0 $32K 0.00% -208.0 -53.3% $177.03 +7.0%
2570 EPAC ENERPAC TOOL GROUP CORP CL A COM Industrials 896.0 $32K 0.00% -259.0 -22.4% $35.86 +3.6%
2571 KE KIMBALL ELECTRONICS INC COM Industrials 1,255.0 $32K 0.00% +125.0 +11.1% $25.60 -11.1%
2572 UVSP UNIVEST FINANCIAL CORPORATION COM Financial Services 734.0 $32K 0.00% $43.75 -4.5%
2573 CONSTELLATION SOFTWARE INC COM 17.0 $32K 0.00% -6.0 -26.1% $1888.00
2574 B3 S A BRASIL BOLSA BALCAO ADS 3,752.0 $32K 0.00% +664.0 +21.5% $8.50
2575 ALLO ALLOGENE THERAPEUTICS INC COM Healthcare 15,325.0 $32K 0.00% +194.0 +1.3% $2.08 -2.4%
2576 STC STEWART INFORMATION SVCS CORP COM Financial Services 482.0 $32K 0.00% -80.0 -14.2% $66.02 +5.9%
2577 AMN AMN HEALTHCARE SVCS INC COM Healthcare 983.0 $32K 0.00% +61.0 +6.6% $32.37 +6.6%
2578 GSAT GLOBALSTAR INC COM NEW Communication Services 390.0 $32K 0.00% +64.0 +19.6% $81.29 +1.0%
2579 EBARA CORP ADR 1,640.0 $32K 0.00% NEW $19.31
2580 IREN IREN LIMITED ORDINARY SHARES Financial Services 691.0 $32K 0.00% +442.0 +177.5% $45.73 -12.9%
Page 129 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%