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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 187 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 GRNT GRANITE RIDGE RESOURCES INC COM Energy 488.0 $2K -2K -76.2% $4.41 +17.5%
3722 SMHI SEACOR MARINE HLDGS INC COM Industrials 281.0 $2K +38.0 +15.6% $7.65 +27.8%
3723 RNAC CARTESIAN THERAPEUTICS INC COM NEW Healthcare 205.0 $2K -607.0 -74.8% $10.42 +0.7%
3724 QNRX QUOIN PHARMACEUTICALS LTD SPONSORED ADS Healthcare 439.0 $2K -1K -74.5% $4.84 -2.5%
3725 HIPPO HLDGS INC COM NEW 75.0 $2K -552.0 -88.0% $28.27
3726 MG MISTRAS GROUP INC COM Industrials 121.0 $2K $17.47 +11.3%
3727 FLOC FLOWCO HLDGS INC COM CL A Energy 99.0 $2K +7.0 +7.6% $21.34 +5.6%
3728 APPS DIGITAL TURBINE INC COM NEW Technology 163.0 $2K -397.0 -70.9% $12.90 -13.0%
3729 CF BANKSHARES INC COM 64.0 $2K +14.0 +28.0% $32.77
3730 MARFRIG GLOBAL FOODS SA SPONSORED ADR 588.0 $2K -1K -65.2% $3.47
3731 CANOE FINANCIAL LP EIT INCOME FD UN 168.0 $2K $12.12
3732 ACCELLERON INDS AG UNSPONSORED ADR 20.0 $2K +5.0 +33.3% $101.50
3733 OPK OPKO HEALTH INC COM Healthcare 1,334.0 $2K $1.50 -2.7%
3734 FUNC FIRST UTD CORP COM Financial Services 45.0 $2K $44.11 -1.2%
3735 KOPN KOPIN CORP COM Technology 440.0 $2K +78.0 +21.6% $4.48 +10.1%
3736 IYK ISHARES TR US CONSM STAPLES 27.0 $2K $72.67 +3.3%
3737 SMTI SANARA MEDTECH INC COM Healthcare 80.0 $2K $23.59 +45.3%
3738 SRI STONERIDGE INC COM Consumer Cyclical 257.0 $2K $7.32 -0.5%
3739 ARX ACCELERANT HOLDINGS CL A Financial Services 160.0 $2K +91.0 +131.9% $11.72 +66.8%
3740 XSD SPDR SERIES TRUST ST STR SP SEMI 3.0 $2K $623.67 -19.3%
Page 187 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%