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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 174 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3461 FRO FRONTLINE PLC COM Energy 111.0 $4K $34.86 +10.3%
3462 OMV AG SPON ADR NEW 214.0 $4K $18.05
3463 IRMD IRADIMED CORP COM Healthcare 40.0 $4K +7.0 +21.2% $96.25 -3.2%
3464 SWIRE PAC LTD SPON ADR A 348.0 $4K $11.06
3465 STRT STRATTEC SEC CORP COM Consumer Cyclical 49.0 $4K +39.0 +390.0% $78.35 -9.8%
3466 ZUMZ ZUMIEZ INC COM Consumer Cyclical 173.0 $4K -13.0 -7.0% $22.16 +2.8%
3467 ACRS ACLARIS THERAPEUTICS INC COM Healthcare 1,020.0 $4K +791.0 +345.4% $3.75 +21.1%
3468 DCTH DELCATH SYS INC COM NEW Healthcare 412.0 $4K NEW $9.28 +23.4%
3469 MXCT MAXCYTE INC COM Healthcare 5,433.0 $4K NEW $0.70 +50.9%
3470 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 161.0 $4K +76.0 +89.4% $23.68 +27.8%
3471 VNDA VANDA PHARMACEUTICALS INC COM Healthcare 551.0 $4K +368.0 +201.1% $6.91 -10.6%
3472 PSNL PERSONALIS INC COM Healthcare 596.0 $4K +424.0 +246.5% $6.37 +24.8%
3473 CSV CARRIAGE SVCS INC COM Consumer Cyclical 83.0 $4K -10.0 -10.8% $45.66 -3.9%
3474 RNGR RANGER ENERGY SVCS INC COM CL A Energy 221.0 $4K +84.0 +61.3% $17.14 -4.4%
3475 SLYV SPDR SERIES TRUST STATE STREET SPD 40.0 $4K $94.58 +8.3%
3476 BETTER HOME FINANCE HOLDING COM NEW CL A 106.0 $4K +66.0 +165.0% $35.62
3477 FIDELIS INSURANCE HOLDINGS LTD COM 197.0 $4K +45.0 +29.6% $19.11
3478 PBA PEMBINA PIPELINE CORP COM Energy 84.0 $4K $44.76 +10.2%
3479 EFAV ISHARES TR MSCI EAFE MIN VL 41.0 $4K $91.37 +0.8%
3480 MRBK MERIDIAN CORP COM Financial Services 196.0 $4K +92.0 +88.5% $18.96 -7.7%
Page 174 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%