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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 146 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 FERROVIAL SE ORD SHS 211.0 $14K 0.00% +31.0 +17.2% $65.05
2902 WUXI BIOLOGICS CAYMAN INC UNSPONSORD ADR 1,597.0 $14K 0.00% -281.0 -15.0% $8.57
2903 CWI SPDR INDEX SHS FDS STATE STREET SPD 374.0 $14K 0.00% $36.59 +9.8%
2904 BY BYLINE BANCORP INC COM Financial Services 433.0 $14K 0.00% +24.0 +5.9% $31.57 +4.6%
2905 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD SHS Technology 1,574.0 $14K 0.00% +628.0 +66.4% $8.65 +72.5%
2906 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 118.0 $14K 0.00% +17.0 +16.8% $114.73 -8.8%
2907 IYE ISHARES TR US ENERGY ETF 209.0 $14K 0.00% $64.77 -3.2%
2908 RUM RUMBLE INC COM CL A Technology 2,652.0 $14K 0.00% +2K +278.9% $5.10 +44.5%
2909 CENTRAIS ELET BRAS SA SPON ADS PF CL C 1,234.0 $13K 0.00% -261.0 -17.5% $10.92
2910 VOOV VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 66.0 $13K 0.00% $203.79 +7.1%
2911 ASR GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B Industrials 40.0 $13K 0.00% +8.0 +25.0% $336.12 -8.2%
2912 ORC ORCHID IS CAP INC COM NEW Real Estate 1,911.0 $13K 0.00% +159.0 +9.1% $7.03 -2.8%
2913 CYRX CRYOPORT INC COM PAR 0001 Industrials 1,622.0 $13K 0.00% +189.0 +13.2% $8.28 +71.7%
2914 TRS TRIMAS CORP COM NEW Consumer Cyclical 373.0 $13K 0.00% +8.0 +2.2% $35.94 +9.1%
2915 INFORMA PLC SPONSORED ADR NE 657.0 $13K 0.00% -510.0 -43.7% $20.40
2916 MLR MILLER INDS INC TENN COM NEW Consumer Cyclical 293.0 $13K 0.00% +8.0 +2.8% $45.55 +1.8%
2917 CEVA CEVA INC COM Technology 713.0 $13K 0.00% -794.0 -52.7% $18.68 +105.8%
2918 ADSE ADS TEC ENERGY PLC SHS Industrials 1,157.0 $13K 0.00% -595.0 -34.0% $11.50 +3.4%
2919 HROW HARROW INC COM Healthcare 377.0 $13K 0.00% $35.26 -6.5%
2920 RDW REDWIRE CORPORATION COM Industrials 1,555.0 $13K 0.00% +614.0 +65.2% $8.50 +73.8%
Page 146 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%