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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 188 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 SUNS SUNRISE RLTY TR INC COM Real Estate 198.0 $2K -558.0 -73.8% $7.67 +5.3%
3742 ASCENT INDUSTRIES CO COM 114.0 $2K NEW $13.31
3743 MCCORMICK CO INC COM VTG 30.0 $2K $50.37
3744 AVAH AVEANNA HEALTHCARE HLDGS INC COM Healthcare 234.0 $2K -25.0 -9.7% $6.44 +19.3%
3745 WBTN WEBTOON ENTMT INC COM Technology 163.0 $1K +79.0 +94.0% $9.19 +23.8%
3746 UNIVERSAL MUSIC GROUP NV SHS 76.0 $1K -177.0 -70.0% $19.71
3747 CERS CERUS CORP COM Healthcare 822.0 $1K $1.82 +47.8%
3748 TCX TUCOWS INC COM NEW Technology 86.0 $1K -45.0 -34.4% $17.16 -12.5%
3749 AUGO AURA MINERALS INC SHS NEW Basic Materials 18.0 $1K NEW $81.61 -8.2%
3750 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 395.0 $1K +360.0 +1028.6% $3.72 -13.1%
3751 OABI OMNIAB INC COM Healthcare 932.0 $1K NEW $1.57 +51.0%
3752 CHARGEPOINT HOLDINGS INC COM SHS 301.0 $1K NEW $4.86
3753 FROG JFROG LTD ORD SHS Technology 31.0 $1K -58.0 -65.2% $46.94 +50.5%
3754 SKF AB SPONSORED ADR 60.0 $1K $24.07
3755 NOMD NOMAD FOODS LTD USD ORD SHS Consumer Defensive 150.0 $1K +28.0 +22.9% $9.61 +7.1%
3756 IMO IMPERIAL OIL LTD COM NEW Energy 11.0 $1K $130.82 +5.3%
3757 MRAM EVERSPIN TECHNOLOGIES INC COM Technology 162.0 $1K $8.79 +260.9%
3758 QSI QUANTUM SI INC COM CL A Healthcare 1,830.0 $1K -5K -73.8% $0.77 +13.2%
3759 SKILLSOFT CORP CL A 328.0 $1K -387.0 -54.1% $4.29
3760 OLPX OLAPLEX HLDGS INC COM Consumer Cyclical 692.0 $1K -2K -72.5% $2.03 -0.0%
Page 188 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%