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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 171 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 FLYW FLYWIRE CORPORATION COM VTG Technology 382.0 $4K +203.0 +113.4% $11.64 +38.8%
3402 SLDE SLIDE INS HLDGS INC COM Financial Services 246.0 $4K +166.0 +207.5% $18.00 +3.8%
3403 FRONTVIEW REIT INC COM 286.0 $4K +85.0 +42.3% $15.47
3404 MEDIWOUND LTD SHS NEW 274.0 $4K +217.0 +380.7% $16.11
3405 MFC MANULIFE FINL CORP COM Financial Services 128.0 $4K $34.44 +13.4%
3406 UNTY UNITY BANCORP INC COM Financial Services 85.0 $4K +9.0 +11.8% $51.84 +5.0%
3407 RNW RENEW ENERGY GLOBAL PLC CL A SHS Utilities 956.0 $4K -415.0 -30.3% $4.58 +21.2%
3408 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 1,209.0 $4K -4K -76.5% $3.62 -16.9%
3409 COCACOLA HBC AG UNSPONSORD ADR 77.0 $4K $56.73
3410 ASMPT LTD UNSPONSORD ADR 112.0 $4K +55.0 +96.5% $38.97
3411 BAND BANDWIDTH INC COM CL A Technology 244.0 $4K -381.0 -61.0% $17.82 +228.5%
3412 RCEL AVITA MEDICAL INC COM Healthcare 1,172.0 $4K +1K +1649.2% $3.70 +16.8%
3413 BLDP BALLARD PWR SYS INC NEW COM Industrials 1,790.0 $4K NEW $2.42 +124.4%
3414 PKBK PARKE BANCORP INC COM Financial Services 152.0 $4K +57.0 +60.0% $28.40 +8.0%
3415 LAND GLADSTONE LD CORP COM Real Estate 422.0 $4K +221.0 +110.0% $10.20 -6.6%
3416 GETY GETTY IMAGES HOLDINGS INC CL A COM Communication Services 5,420.0 $4K +1K +28.6% $0.79 +31.1%
3417 PCB PCB BANCORP COM Financial Services 191.0 $4K +37.0 +24.0% $22.49 +9.1%
3418 SGRY SURGERY PARTNERS INC COM Healthcare 359.0 $4K +31.0 +9.4% $11.92 +13.2%
3419 QUIK QUICKLOGIC CORP COM NEW Technology 456.0 $4K $9.38 +118.1%
3420 OMDA OMADA HEALTH INC COM Healthcare 338.0 $4K +303.0 +865.7% $12.57 +30.8%
Page 171 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%