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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 149 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 AMPL AMPLITUDE INC COM CL A Technology 1,822.0 $12K 0.00% +871.0 +91.6% $6.82 -4.4%
2962 SEAT VIVID SEATS INC COM CL A Communication Services 2,097.0 $12K 0.00% +881.0 +72.5% $5.91 +36.7%
2963 GCO GENESCO INC COM Consumer Cyclical 425.0 $12K 0.00% +26.0 +6.5% $28.99 +23.1%
2964 NEWT NEWTEKONE INC COM NEW Financial Services 1,125.0 $12K 0.00% +155.0 +16.0% $10.95 +21.4%
2965 CTRN CITI TRENDS INC COM Consumer Cyclical 284.0 $12K 0.00% +17.0 +6.4% $43.32 -11.8%
2966 ACHR ARCHER AVIATION INC COM CL A Industrials 2,379.0 $12K 0.00% +395.0 +19.9% $5.17 +18.4%
2967 LRMR LARIMAR THERAPEUTICS INC COM Healthcare 2,722.0 $12K 0.00% +2K +124.0% $4.50 -20.7%
2968 BKV BKV CORP COM Energy 429.0 $12K 0.00% +236.0 +122.3% $28.52 +0.1%
2969 ORRF ORRSTOWN FINL SVCS INC COM Financial Services 338.0 $12K 0.00% -9.0 -2.6% $36.08 +1.9%
2970 FIP FTAI INFRASTRUCTURE INC COMMON STOCK Industrials 2,466.0 $12K 0.00% +1K +87.4% $4.94 -8.5%
2971 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 2,455.0 $12K 0.00% -815.0 -24.9% $4.96 +64.7%
2972 SAH SONIC AUTOMOTIVE INC CL A Consumer Cyclical 177.0 $12K 0.00% -244.0 -58.0% $68.57 +7.5%
2973 RESONA HLDGS INC OSAKA UNSPONSORED ADS 517.0 $12K 0.00% NEW $23.38
2974 GRNT GRANITE RIDGE RESOURCES INC COM Energy 2,054.0 $12K 0.00% +1K +253.5% $5.87 -6.3%
2975 ITV PLC ADR 1,217.0 $12K 0.00% +543.0 +80.6% $9.88
2976 JAMES RIV GROUP LTD COM SHS 1,902.0 $12K 0.00% +250.0 +15.1% $6.30
2977 FDIS FIDELITY COVINGTON TRUST MSCI CONSM DIS 128.0 $12K 0.00% $93.26 +9.3%
2978 IYR ISHARES TR US REAL ES ETF 126.0 $12K 0.00% NEW $94.56 +8.5%
2979 CMMB CHEMOMAB THERAPEUTICS LTD SPONSORED ADS Healthcare 7,579.0 $12K 0.00% +5K +201.5% $1.57 +15.9%
2980 MGPI MGP INGREDIENTS INC NEW COM Consumer Defensive 647.0 $12K 0.00% -215.0 -24.9% $18.39 -1.6%
Page 149 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%