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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 175 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 MASS 908 DEVICES INC COM Healthcare 606.0 $4K +133.0 +28.1% $6.12 +16.3%
3482 CXDO CREXENDO INC COM Communication Services 597.0 $4K +548.0 +1118.4% $6.17 +55.6%
3483 CTGO CONTANGO SILVER GOLD INC COM Basic Materials 196.0 $4K -74.0 -27.4% $18.75 +14.1%
3484 RICK RCI HOSPITALITY HLDGS INC COM Consumer Cyclical 161.0 $4K +154.0 +2200.0% $22.81 +6.1%
3485 PALLADYNE AI CORP COM NEW 603.0 $4K +215.0 +55.4% $6.07
3486 ELDN ELEDON PHARMACEUTICALS INC COM Healthcare 1,188.0 $4K NEW $3.08 +26.3%
3487 SID COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR Basic Materials 2,938.0 $4K -785.0 -21.1% $1.24 +0.8%
3488 NAVN NAVAN INC CL A Technology 275.0 $4K +250.0 +1000.0% $13.24 +40.1%
3489 USAU U S GOLD CORP COM NEW Basic Materials 239.0 $4K +62.0 +35.0% $15.19 +1.9%
3490 LUNG PULMONX CORP COM Healthcare 2,803.0 $4K +698.0 +33.2% $1.29 +19.4%
3491 CLFD CLEARFIELD INC COM Technology 136.0 $4K +1.0 +0.7% $26.47 +61.6%
3492 EBF ENNIS INC COM Industrials 168.0 $4K +20.0 +13.5% $21.42 -6.5%
3493 QCRH QCR HLDGS INC COM Financial Services 42.0 $4K +6.0 +16.7% $85.45 +6.9%
3494 WSBF WATERSTONE FINL INC MD COM Financial Services 198.0 $4K +18.0 +10.0% $18.03 +2.5%
3495 SWIM LATHAM GROUP INC COM Industrials 663.0 $4K -112.0 -14.4% $5.37 -8.9%
3496 COFS CHOICEONE FINANCIA COM Financial Services 126.0 $4K +61.0 +93.8% $28.12 +12.4%
3497 RZLT REZOLUTE INC COM NEW Healthcare 1,154.0 $4K +1K +7593.3% $3.05 +5.6%
3498 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 423.0 $4K +64.0 +17.8% $8.30 +0.8%
3499 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 28.0 $3K +7.0 +33.3% $124.64 -7.3%
3500 ORN ORION GROUP HLDGS INC COM Industrials 320.0 $3K $10.90 +25.9%
Page 175 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%