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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 184 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 RPV INVESCO EXCHANGE TRADED FD TR SP500 PUR VAL 19.0 $2K NEW $107.37 +3.9%
3662 BLUE FOUNDRY BANCORP COM 154.0 $2K +64.0 +71.1% $13.24
3663 GRDN GUARDIAN PHARMACY SVCS INC CL A Healthcare 54.0 $2K +13.0 +31.7% $37.67 +1.9%
3664 AAC TECHNOLOGIES HOLDINGS INC UNSPONSORED 470.0 $2K $4.31
3665 VRA VERA BRADLEY INC COM Consumer Cyclical 640.0 $2K $3.16 +4.5%
3666 OM OUTSET MED INC COM NEW Healthcare 524.0 $2K -101.0 -16.2% $3.84 +10.9%
3667 NKTX NKARTA INC COM Healthcare 952.0 $2K +760.0 +395.8% $2.11 +43.6%
3668 CANOE FINANCIAL LP EIT INCOME FD UN 168.0 $2K $11.93
3669 CRDF CARDIFF ONCOLOGY INC COM Healthcare 1,229.0 $2K +483.0 +64.8% $1.62 +10.5%
3670 FEZ SPDR INDEX SHS FDS STATE STREET SPD 32.0 $2K -12.0 -27.3% $62.09 +8.7%
3671 GIB CGI INC CL A SUB VTG Technology 27.0 $2K $73.11 -9.7%
3672 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 88.0 $2K -682.0 -88.6% $22.43 +26.9%
3673 LFST LIFESTANCE HEALTH GROUP INC COM Healthcare 306.0 $2K +108.0 +54.5% $6.37 +17.1%
3674 KVYO KLAVIYO INC COM SER A Technology 100.0 $2K +56.0 +127.3% $19.46 -23.4%
3675 TEADS HLDG CO COM 2,953.0 $2K -247.0 -7.7% $0.66
3676 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 39.0 $2K $49.79 -2.5%
3677 FENI FIDELITY COVINGTON TRUST ENHANCED INTL 52.0 $2K NEW $37.19 +7.7%
3678 SIGA SIGA TECHNOLOGIES INC COM Healthcare 358.0 $2K +39.0 +12.2% $5.35 -16.1%
3679 MPLT MAPLIGHT THERAPEUTICS INC COM Healthcare 94.0 $2K NEW $20.33 +44.0%
3680 LXEO LEXEO THERAPEUTICS INC COM Healthcare 331.0 $2K +281.0 +562.0% $5.74 -8.9%
Page 184 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%