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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 171 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 LENOVO GROUP LTD SPONSORED ADR 100.0 $6K +22.0 +28.2% $59.24
3402 LRMR LARIMAR THERAPEUTICS INC COM Healthcare 1,941.0 $6K -781.0 -28.7% $3.05 +36.4%
3403 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 539.0 $6K -188.0 -25.9% $10.98 +3.0%
3404 MCBS METROCITY BANKSHARES INC COM Financial Services 164.0 $6K $35.89 -1.1%
3405 DFIS DIMENSIONAL ETF TRUST INTL SMALL CAP E 168.0 $6K $35.03 +6.4%
3406 REDHILL BIOPHARMA LTD SPONSORED ADR 6,957.0 $6K +273.0 +4.1% $0.84
3407 NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES 626.0 $6K -699.0 -52.8% $9.35
3408 EBMT EAGLE BANCORP MONT INC COM Financial Services 244.0 $6K +214.0 +713.3% $23.93 -4.5%
3409 CLS CELESTICA INC COM Technology 16.0 $6K NEW $364.81 -17.2%
3410 MIAMI INTL HLDGS INC COM 157.0 $6K +21.0 +15.4% $37.16
3411 MASS 908 DEVICES INC COM Healthcare 668.0 $6K +62.0 +10.2% $8.70 +19.0%
3412 SMMU PIMCO ETF TR SHTRM MUN BD ACT 115.0 $6K $50.50 -0.4%
3413 MERCK KGAA SHS 34.0 $6K $170.00
3414 STRW STRAWBERRY FIELDS REIT INC COM Real Estate 420.0 $6K $13.75 -0.8%
3415 DNL WISDOMTREE TR GLOB EX US QU FD 125.0 $6K $46.18 +0.8%
3416 RFCI ALPS ETF TR DYNA CORE IN ETF 258.0 $6K $22.28 -1.4%
3417 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 37.0 $6K +9.0 +32.1% $152.81 -6.7%
3418 BHRB BURKE HERBERT FINL SVCS CORP COM Financial Services 78.0 $6K +12.0 +18.2% $71.86 -1.2%
3419 TREE LENDINGTREE INC COM Financial Services 126.0 $6K -77.0 -37.9% $44.29 -30.9%
3420 SKYH SKY HARBOUR GROUP CORPORATION COM CL A Industrials 566.0 $6K +66.0 +13.2% $9.84 +3.8%
Page 171 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%