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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 179 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 PBYI PUMA BIOTECHNOLOGY INC COM Healthcare 496.0 $4K +74.0 +17.5% $8.11 +17.0%
3562 WSBF WATERSTONE FINL INC MD COM Financial Services 194.0 $4K -4.0 -2.0% $20.73 +1.1%
3563 SERV SERVE ROBOTICS INC COM Industrials 611.0 $4K -5.0 -0.8% $6.58 -27.3%
3564 ELEMENTAL RTY CORP COM NEW 230.0 $4K NEW $17.46
3565 IRMD IRADIMED CORP COM Healthcare 42.0 $4K +2.0 +5.0% $95.57 -8.6%
3566 ALCO ALICO INC COM Consumer Defensive 97.0 $4K +37.0 +61.7% $41.37 -3.6%
3567 LMNR LIMONEIRA CO COM Consumer Defensive 303.0 $4K +182.0 +150.4% $13.13 +6.6%
3568 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 108.0 $4K NEW $36.79 +12.9%
3569 FATE FATE THERAPEUTICS INC COM Healthcare 1,467.0 $4K +337.0 +29.8% $2.70 -1.9%
3570 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 236.0 $4K NEW $16.75 +57.6%
3571 BANK OF CHINA LTD ADR 249.0 $4K $15.87
3572 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 132.0 $4K +44.0 +50.0% $29.93 +12.4%
3573 FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW 66.0 $4K $59.73 +0.3%
3574 WBTN WEBTOON ENTMT INC COM Technology 343.0 $4K +180.0 +110.4% $11.42 -25.2%
3575 PUMA SE UNSPONSORD ADR 1,309.0 $4K -77.0 -5.6% $2.99
3576 MRM MEDIROM HEALTHCARE TECH INC SPONSORED ADS Consumer Cyclical 3,798.0 $4K -3K -40.7% $1.03 -0.5%
3577 PBA PEMBINA PIPELINE CORP COM Energy 84.0 $4K $46.25 +4.9%
3578 FLYW FLYWIRE CORPORATION COM VTG Technology 221.0 $4K -161.0 -42.1% $17.57 +7.2%
3579 CHMG CHEMUNG FINL CORP COM Financial Services 52.0 $4K +11.0 +26.8% $74.58 +9.5%
3580 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 525.0 $4K +45.0 +9.4% $7.36 +5.7%
Page 179 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%