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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 188 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 YAMAHA CORP SPONSORED ADR 276.0 $2K $6.78
3742 DAI NIPPON PRINTING CO LTD SPONSORED ADR 204.0 $2K $9.16
3743 SINOPHARM GROUP CO LTD ADR 182.0 $2K $10.26
3744 NABL N ABLE INC COMMON STOCK Technology 507.0 $2K -4K -88.4% $3.67 -7.1%
3745 ABAT AMERICAN BATTERY TECHNOLOGY COM NEW Basic Materials 653.0 $2K +533.0 +444.2% $2.83 -17.0%
3746 TRVI TREVI THERAPEUTICS INC COM Healthcare 99.0 $2K +5.0 +5.3% $18.65 +1.0%
3747 TCX TUCOWS INC COM NEW Technology 137.0 $2K +51.0 +59.3% $13.47 -24.0%
3748 BBCP CONCRETE PUMPING HLDGS INC COM Industrials 151.0 $2K $12.05 -23.3%
3749 AVAH AVEANNA HEALTHCARE HLDGS INC COM Healthcare 212.0 $2K -22.0 -9.4% $8.57 +47.8%
3750 ICL ICL GROUP LTD SHS Basic Materials 363.0 $2K +186.0 +105.1% $4.98 +8.6%
3751 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 332.0 $2K -1K -78.0% $5.41 -13.1%
3752 TUHURA BIOSCIENCES INC COM 762.0 $2K $2.34
3753 IMPERIAL BRANDS PLC SHS 49.0 $2K $36.31
3754 VNDA VANDA PHARMACEUTICALS INC COM Healthcare 290.0 $2K -261.0 -47.4% $6.12 -11.1%
3755 CDRE CADRE HLDGS INC COM Industrials 62.0 $2K -112.0 -64.4% $28.52 +17.3%
3756 BND VANGUARD BD INDEX FDS TOTAL BND MRKT 24.0 $2K -262.0 -91.6% $73.42 -1.6%
3757 BETTER HOME FINANCE HOLDING COM NEW CL A 64.0 $2K -42.0 -39.6% $27.50
3758 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 464.0 $2K +170.0 +57.8% $3.77 -8.5%
3759 DNUT KRISPY KREME INC COM Consumer Defensive 495.0 $2K -33.0 -6.2% $3.53 -8.2%
3760 STGW STAGWELL INC COM CL A Communication Services 235.0 $2K +133.0 +130.4% $7.43 +19.1%
Page 188 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%