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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 186 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3701 AIOT POWERFLEET INC COM Technology 578.0 $2K +126.0 +27.9% $3.08 +6.5%
3702 AELUMA INC COM 136.0 $2K +91.0 +202.2% $13.09
3703 ASPN ASPEN AEROGELS INC COM Industrials 519.0 $2K -417.0 -44.5% $3.42 +59.9%
3704 STIM NEURONETICS INC COM Healthcare 1,218.0 $2K +537.0 +78.8% $1.45 -17.9%
3705 TIPT TIPTREE INC COM Financial Services 104.0 $2K -175.0 -62.7% $16.92 -0.3%
3706 NUVB NUVATION BIO INC COM CL A Healthcare 410.0 $2K -406.0 -49.8% $4.29 +11.6%
3707 ALSTOM SHS PROV REGRO 62.0 $2K $28.37
3708 WHEELS UP EXPERIENCE INC COM CL A 3,403.0 $2K NEW $0.52
3709 ANNX ANNEXON INC COM Healthcare 316.0 $2K NEW $5.54 -1.8%
3710 SMHI SEACOR MARINE HLDGS INC COM Industrials 243.0 $2K -4.0 -1.6% $7.16 +2.6%
3711 OLYMPUS CORP UNSPON ADR 182.0 $2K -2K -91.1% $9.53
3712 RELL RICHARDSON ELECTRS LTD COM Technology 158.0 $2K +49.0 +45.0% $10.95 +54.8%
3713 GOGO GOGO INC COM Communication Services 425.0 $2K -334.0 -44.0% $4.02 -0.5%
3714 SONY FINL GROUP INC UNSPONSERED ADS 378.0 $2K -2K -83.0% $4.51
3715 CIBR FIRST TR EXCHANGETRADED FD II NASDAQ CYB ETF 27.0 $2K -53.0 -66.2% $62.67 +31.1%
3716 SITE CTRS CORP COM 313.0 $2K -62.0 -16.5% $5.40
3717 HBB HAMILTON BEACH BRANDS HLDG CO COM CL A Consumer Cyclical 89.0 $2K +33.0 +58.9% $18.96 +2.9%
3718 EHAB ENHABIT INC COM Healthcare 119.0 $2K +35.0 +41.7% $14.09 -2.1%
3719 FSTR FOSTER L B CO COM Industrials 60.0 $2K -2.0 -3.2% $27.90 +36.5%
3720 ATRC ATRICURE INC COM Healthcare 58.0 $2K -93.0 -61.6% $28.53 +1.0%
Page 186 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%