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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 182 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 FAIRFAX INDIA HLDGS CORP COM SUB VTG SH 181.0 $3K $18.23
3622 NRDS NERDWALLET INC COM CL A Financial Services 356.0 $3K -94.0 -20.9% $9.25 +9.4%
3623 ASPN ASPEN AEROGELS INC COM Industrials 519.0 $3K $6.34 -14.0%
3624 ARKO ARKO CORP COM Consumer Cyclical 409.0 $3K -60.0 -12.8% $8.03 -41.5%
3625 CHAIN BRIDGE BANCORP INC CL A 78.0 $3K +5.0 +6.8% $42.05
3626 ANNX ANNEXON INC COM Healthcare 570.0 $3K +254.0 +80.4% $5.71 -3.7%
3627 PALLADYNE AI CORP COM NEW 533.0 $3K -70.0 -11.6% $6.08
3628 CBC CENTRAL BANCOMPANY COM CL A Financial Services 106.0 $3K NEW $30.38 +3.0%
3629 TELIX PHARMACEUTICAL LTD SPONSORED ADS 278.0 $3K NEW $11.53
3630 USAU U S GOLD CORP COM NEW Basic Materials 209.0 $3K -30.0 -12.6% $15.33 +2.2%
3631 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 88.0 $3K $36.33 +13.3%
3632 PAYS PAYSIGN INC COM Technology 389.0 $3K +161.0 +70.6% $8.19 +68.5%
3633 UWMC UWM HOLDINGS CORPORATION COM CL A Financial Services 1,391.0 $3K +182.0 +15.1% $2.29 -34.9%
3634 CORBUS PHARMACEUTICALS HLDGS COM NEW 336.0 $3K $9.38
3635 CHYM CHIME FINL INC COM SHS CL A Financial Services 153.0 $3K +132.0 +628.6% $20.48 +61.5%
3636 JIVE J P MORGAN EXCHANGE TRADED FD JPMORGAN INTL 34.0 $3K $91.94 +5.8%
3637 VLGEA VILLAGE SUPER MKT INC CL A NEW Consumer Defensive 74.0 $3K +5.0 +7.2% $42.18 +1.9%
3638 FHTX FOGHORN THERAPEUTICS INC COM Healthcare 635.0 $3K -229.0 -26.5% $4.88 +44.7%
3639 ZUMZ ZUMIEZ INC COM Consumer Cyclical 173.0 $3K $17.80 +2.7%
3640 ABX ABACUS GLOBAL MGMT INC CL A Financial Services 287.0 $3K -25.0 -8.0% $10.71 -14.6%
Page 182 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%