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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 147 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 68.0 $17K 0.00% +5.0 +7.9% $253.16 -16.2%
2922 CXM SPRINKLR INC CL A Technology 3,336.0 $17K 0.00% -18K -84.1% $5.16 +43.4%
2923 BSCS INVESCO EXCH TRD SLF IDX FD TR INVSCO BLSH 28 845.0 $17K 0.00% +43.0 +5.4% $20.36 +0.1%
2924 GRPN GROUPON INC COM NEW Communication Services 714.0 $17K 0.00% +272.0 +61.5% $24.06 -18.6%
2925 BANK OF AMER CORP 5 375 DP PFD KK 800.0 $17K 0.00% NEW $21.47
2926 INHIBRX BIOSCIENCES INC COM 181.0 $17K 0.00% +14.0 +8.4% $94.75
2927 NGNE NEUROGENE INC COM Healthcare 545.0 $17K 0.00% +10.0 +1.9% $31.45 +22.8%
2928 BWMN BOWMAN CONSULTING GROUP LTD COM Industrials 587.0 $17K 0.00% +15.0 +2.6% $29.20 +45.9%
2929 SAH SONIC AUTOMOTIVE INC CL A Consumer Cyclical 202.0 $17K 0.00% +25.0 +14.1% $84.79 -8.7%
2930 LADR LADDER CAP CORP CL A Real Estate 1,719.0 $17K 0.00% -116.0 -6.3% $9.95 -0.3%
2931 ALSTOM SA ADR 10,115.0 $17K 0.00% -17K -63.1% $1.69
2932 FFD FINL CORP COM 378.0 $17K 0.00% -197.0 -34.3% $45.06
2933 WUXI BIOLOGICS CAYMAN INC UNSPONSORD ADR 1,919.0 $17K 0.00% +322.0 +20.2% $8.87
2934 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 408.0 $17K 0.00% +30.0 +7.9% $41.67 +15.8%
2935 HLIT HARMONIC INC COM Technology 1,038.0 $17K 0.00% +86.0 +9.0% $16.33 -23.6%
2936 LIBERTY GLOBAL LTD COM CL A 1,489.0 $17K 0.00% +314.0 +26.7% $11.37
2937 EYPT EYEPOINT INC COM NEW Healthcare 1,179.0 $17K 0.00% -204.0 -14.8% $14.30 -62.8%
2938 WTI W T OFFSHORE INC COM Energy 5,339.0 $17K 0.00% +114.0 +2.2% $3.15 +24.4%
2939 MBX MBX BIOSCIENCES INC COM Healthcare 304.0 $17K 0.00% +5.0 +1.7% $55.20 +20.2%
2940 EVCM EVERCOMMERCE INC COM Technology 1,667.0 $17K 0.00% -99.0 -5.6% $10.06 -4.2%
Page 147 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%