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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 160 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 MEDIOBANCA BANCA DI CREDITO UNSPONSORED ADR 352.0 $10K +146.0 +70.9% $29.73
3182 BAK BRASKEM SA SP ADR PFD A Basic Materials 4,288.0 $10K +2K +105.1% $2.44 -18.4%
3183 VREX VAREX IMAGING CORP COM Healthcare 1,002.0 $10K -591.0 -37.1% $10.43 +77.5%
3184 RRBI RED RIVER BANCSHARES INC COM Financial Services 114.0 $10K -5.0 -4.2% $91.28 +11.3%
3185 BFC BANK FIRST CORP COM Financial Services 70.0 $10K -9.0 -11.4% $148.36 +3.0%
3186 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 1,868.0 $10K +201.0 +12.1% $5.54 +25.8%
3187 AVAL GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS Financial Services 2,055.0 $10K NEW $5.03 +8.5%
3188 ENEL SOCIETA PER AZIONI AZ 879.0 $10K $11.74
3189 AVDV AMERICAN CENTY ETF TR INTL SMCP VLU 100.0 $10K $103.05 +8.6%
3190 EWY ISHARES INC MSCI STH KOR ETF 51.0 $10K $201.90 -11.7%
3191 FLJP FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 259.0 $10K $39.75 +2.1%
3192 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 1,038.0 $10K +203.0 +24.3% $9.91 -25.3%
3193 ACHR ARCHER AVIATION INC COM CL A Industrials 2,168.0 $10K -211.0 -8.9% $4.73 +33.2%
3194 ADSE ADS TEC ENERGY PLC SHS Industrials 802.0 $10K -355.0 -30.7% $12.75 -11.1%
3195 DJCO DAILY JOURNAL CORP COM Technology 17.0 $10K -6.0 -26.1% $601.18 -0.2%
3196 APPN APPIAN CORP CL A Technology 444.0 $10K -279.0 -38.6% $22.90 +67.2%
3197 CRVS CORVUS PHARMACEUTICALS INC COM Healthcare 679.0 $10K +79.0 +13.2% $14.94 -3.2%
3198 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 330.0 $10K $30.73 +1.4%
3199 REAL THE REALREAL INC COM Consumer Cyclical 857.0 $10K +169.0 +24.6% $11.79 -5.7%
3200 SPRY ARS PHARMACEUTICALS INC COM Healthcare 1,256.0 $10K +653.0 +108.3% $8.01 -31.3%
Page 160 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%