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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 174 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3461 GALAXY DIGITAL INC CL A 186.0 $5K +144.0 +342.9% $27.34
3462 EBF ENNIS INC COM Industrials 239.0 $5K +71.0 +42.3% $21.25 +3.6%
3463 COMMUNITY WEST BANCSHARES NEW COM 189.0 $5K +68.0 +56.2% $26.86
3464 ENTAIN PLC UNSPONSORED ADS 688.0 $5K NEW $7.37
3465 MAZE MAZE THERAPEUTICS INC COM Healthcare 170.0 $5K -182.0 -51.7% $29.84 -3.7%
3466 KNORR BREMSE AG UNSPONSRED ADS 174.0 $5K +55.0 +46.2% $29.07
3467 LAND GLADSTONE LD CORP COM Real Estate 591.0 $5K +169.0 +40.0% $8.53 +1.2%
3468 AEYE AUDIOEYE INC COM NEW Technology 867.0 $5K -556.0 -39.1% $5.81 +21.5%
3469 HNST HONEST CO INC COM Consumer Cyclical 1,372.0 $5K $3.66 +35.9%
3470 MTRX MATRIX SVC CO COM Industrials 363.0 $5K $13.70 -18.3%
3471 MYGN MYRIAD GENETICS INC COM Healthcare 871.0 $5K -580.0 -40.0% $5.71 -43.4%
3472 PSNL PERSONALIS INC COM Healthcare 371.0 $5K -225.0 -37.8% $13.40 +23.5%
3473 NNE NANO NUCLEAR ENERGY INC COM Industrials 235.0 $5K -83.0 -26.1% $21.14 -15.3%
3474 ZBIO ZENAS BIOPHARMA INC COM Healthcare 195.0 $5K -50.0 -20.4% $25.38 +23.2%
3475 SAP SE SHS 32.0 $5K -370.0 -92.0% $154.62
3476 MEG ONTERRIS INC COM Industrials 244.0 $5K -47.0 -16.1% $20.21 -22.6%
3477 CRMD CORMEDIX INC COM Healthcare 627.0 $5K +241.0 +62.4% $7.85 +6.2%
3478 DIVERSIFIED ENERGY CO COMMON STOCK 353.0 $5K -222.0 -38.6% $13.86
3479 INGN INOGEN INC COM Healthcare 758.0 $5K +110.0 +17.0% $6.45 -13.1%
3480 FSIG FIRST TR EXCHANGE TRADED FD IV LTD DUR INVT ETF 259.0 $5K $18.85 -0.1%
Page 174 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%