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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 168 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 LNSR LENSAR INC COM Healthcare 1,263.0 $7K NEW $5.71 +47.8%
3342 EES WISDOMTREE TR US SMALLCAP FUND 106.0 $7K $67.79 +0.2%
3343 FG F G ANNUITIES LIFE INC COMMON STOCK Financial Services 270.0 $7K -40.0 -12.9% $26.59 -14.9%
3344 COTY COTY INC COM CL A Consumer Defensive 3,312.0 $7K -919.0 -21.7% $2.16 +27.3%
3345 MAMA MAMAS CREATIONS INC COM Consumer Defensive 400.0 $7K -14.0 -3.4% $17.85 -10.4%
3346 HCKT HACKETT GROUP INC COM Technology 660.0 $7K -2K -77.1% $10.77 +0.3%
3347 COCA COLA HBC AG UNSPONSORD ADR 109.0 $7K +32.0 +41.6% $65.18
3348 PTNQ PACER FDS TR TRENDPILOT 100 80.0 $7K $88.65 -3.3%
3349 MXCT MAXCYTE INC COM Healthcare 5,702.0 $7K +269.0 +5.0% $1.23 +12.2%
3350 BEKE KE HLDGS INC SPONSORED ADS Real Estate 481.0 $7K +200.0 +71.2% $14.53 +16.9%
3351 MGTX MEIRAGTX HLDGS PLC COM Healthcare 516.0 $7K +130.0 +33.7% $13.51 +7.6%
3352 BLDP BALLARD PWR SYS INC NEW COM Industrials 1,790.0 $7K $3.89 -39.1%
3353 UTZ UTZ BRANDS INC COM CL A Consumer Defensive 904.0 $7K +615.0 +212.8% $7.70 +83.5%
3354 PWP PERELLA WEINBERG PARTNERS CLASS A COM Financial Services 436.0 $7K +9.0 +2.1% $15.96 +0.1%
3355 ZIP ZIPRECRUITER INC CL A Industrials 1,847.0 $7K $3.75 +37.9%
3356 ATEX ANTERIX INC COM Communication Services 67.0 $7K $102.94 -17.1%
3357 OEC ORION S A COM Basic Materials 1,039.0 $7K +74.0 +7.7% $6.63 -8.2%
3358 CTGO CONTANGO SILVER GOLD INC COM Basic Materials 436.0 $7K +240.0 +122.5% $15.79 +28.8%
3359 SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK Real Estate 210.0 $7K +109.0 +107.9% $32.50 +6.0%
3360 TOROMONT INDS LTD UNSPONSORED ADS 207.0 $7K NEW $32.95
Page 168 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%