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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 166 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 BBNX BETA BIONICS INC COM Healthcare 594.0 $6K -185.0 -23.8% $10.02 +5.9%
3302 NESR NATIONAL ENERGY SERVICES REUNI SHS Energy 277.0 $6K +154.0 +125.2% $21.47 +22.5%
3303 ENVX ENOVIX CORPORATION COM Industrials 1,140.0 $6K -820.0 -41.8% $5.18 +21.6%
3304 CAL CALERES INC COM Consumer Cyclical 560.0 $6K -2K -81.6% $10.54 +24.9%
3305 ATNI ATN INTL INC COM Communication Services 216.0 $6K +49.0 +29.3% $27.22 +0.1%
3306 AMCX AMC NETWORKS INC CL A Communication Services 865.0 $6K -11.0 -1.3% $6.79 +32.6%
3307 PTNQ PACER FDS TR TRENDPILOT 100 80.0 $6K $72.96 +17.9%
3308 BCYC BICYCLE THERAPEUTICS PLC SPONSORED ADS Healthcare 1,257.0 $6K -129.0 -9.3% $4.64 -4.1%
3309 SMMU PIMCO ETF TR SHTRM MUN BD ACT 115.0 $6K +10.0 +9.5% $50.45 -0.2%
3310 AMLX AMYLYX PHARMACEUTICALS INC COM Healthcare 417.0 $6K +150.0 +56.2% $13.90 +0.2%
3311 RFCI ALPS ETF TR DYNAMIC CORE INC 258.0 $6K $22.40 -0.8%
3312 MUX MCEWEN INC COM NEW Basic Materials 283.0 $6K -177.0 -38.5% $20.42 +4.6%
3313 SAIL SAILPOINT INC COM Technology 436.0 $6K +415.0 +1976.2% $13.24 +13.1%
3314 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 501.0 $6K +203.0 +68.1% $11.52 +2.6%
3315 EPM EVOLUTION PETE CORP COM Energy 1,257.0 $6K +854.0 +211.9% $4.58 -0.4%
3316 AURA AURA BIOSCIENCES INC COM Healthcare 860.0 $6K +819.0 +1997.6% $6.69 +14.4%
3317 ESCA ESCALADE INC COM Consumer Cyclical 335.0 $6K +88.0 +35.6% $17.17 +8.5%
3318 SBLK STAR BULK CARRIERS CORP SHS PAR Industrials 250.0 $6K +50.0 +25.0% $22.97 +16.2%
3319 SB SAFE BULKERS INC COM Industrials 903.0 $6K +376.0 +71.3% $6.33 +9.0%
3320 AGRICULTURAL BK CHINA LTD ADR 318.0 $6K $17.90
Page 166 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%