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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 185 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3681 RNA ATRIUM THERAPEUTICS INC COM Healthcare 195.0 $3K -140.0 -41.8% $13.45 +1.9%
3682 LILA LIBERTY LATIN AMERICA LTD COM CL A Communication Services 334.0 $3K +69.0 +26.0% $7.84 +6.4%
3683 SNFCA SECURITY NATL FINL CORP CL A NEW Financial Services 270.0 $3K $9.69 -8.1%
3684 PLAY DAVE BUSTERS ENTMT INC COM Communication Services 229.0 $3K +17.0 +8.0% $11.40 -12.6%
3685 SITE CTRS CORP COM 652.0 $3K +339.0 +108.3% $3.97
3686 BRIGHTSTAR LOTTERY PLC SHS USD 240.0 $3K +171.0 +247.8% $10.72
3687 BSJT INVESCO EXCH TRD SLF IDX FD TR BULETSHS 2029 HG 121.0 $3K $21.13 +0.4%
3688 AAC TECHNOLOGIES HOLDINGS INC UNSPONSORED 470.0 $3K $5.43
3689 SVRA SAVARA INC COM Healthcare 409.0 $3K +273.0 +200.7% $6.16 -9.4%
3690 NVX NOVONIX LIMITED SPONSORED ADS Industrials 5,451.0 $3K -9K -63.3% $0.46 -12.1%
3691 AFRI FORAFRIC GLOBAL PLC ORDINARY SHARES Consumer Defensive 248.0 $2K +183.0 +281.5% $10.08 +5.8%
3692 VRA VERA BRADLEY INC COM Consumer Cyclical 640.0 $2K $3.89 -19.6%
3693 LIBERTY CAP CORP SER C GCI GROUP 115.0 $2K -289.0 -71.5% $21.56
3694 THIRD HARMONIC BIO INC COM 458.0 $2K $5.38
3695 ITIC INVESTORS TITLE CO NC COM Financial Services 9.0 $2K +2.0 +28.6% $273.67 +6.8%
3696 HBB HAMILTON BEACH BRANDS HLDG CO COM CL A Consumer Cyclical 106.0 $2K +17.0 +19.1% $23.03 +46.3%
3697 CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 27.0 $2K $89.85 +6.3%
3698 SOC SABLE OFFSHORE CORP COM SHS Energy 783.0 $2K -286.0 -26.8% $3.08 +55.2%
3699 HITACHI LTD COM 84.0 $2K $28.32
3700 ANGI ANGI INC CL A NEW Communication Services 390.0 $2K +84.0 +27.4% $5.95 -19.3%
Page 185 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%