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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 189 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3761 CF BANKSHARES INC COM 50.0 $1K +15.0 +42.9% $27.92
3762 TDUP THREDUP INC CL A Consumer Cyclical 425.0 $1K -668.0 -61.1% $3.28 +30.8%
3763 VYGR VOYAGER THERAPEUTICS INC COM Healthcare 359.0 $1K NEW $3.86 -9.3%
3764 SMTI SANARA MEDTECH INC COM Healthcare 80.0 $1K NEW $17.18 +33.9%
3765 FXNC FIRST NATL CORP VA COM Financial Services 51.0 $1K +18.0 +54.5% $26.92 +3.4%
3766 CRCT CRICUT INC COM CL A Technology 367.0 $1K +187.0 +103.9% $3.74 +7.2%
3767 INTERTEK GROUP PLC ADR 28.0 $1K -166.0 -85.6% $48.89
3768 KFS KINGSWAY FINL SVCS INC COM NEW Consumer Cyclical 131.0 $1K $10.43 +2.9%
3769 TUHURA BIOSCIENCES INC COM 762.0 $1K +421.0 +123.5% $1.79
3770 REZOLVE AI PLC ORD SHS 531.0 $1K +270.0 +103.5% $2.56
3771 KOC HOLDING AS ADR 66.0 $1K $20.56
3772 FATE FATE THERAPEUTICS INC COM Healthcare 1,130.0 $1K +908.0 +409.0% $1.20 +75.0%
3773 OMER OMEROS CORP COM Healthcare 128.0 $1K +21.0 +19.6% $10.56 +13.2%
3774 FINW FINWISE BANCORP COM Financial Services 85.0 $1K +2.0 +2.4% $15.86 -12.0%
3775 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 68.0 $1K NEW $19.78 -0.9%
3776 PAYS PAYSIGN INC COM Technology 228.0 $1K NEW $5.90 +7.5%
3777 OBT ORANGE CNTY BANCORP INC COM Financial Services 42.0 $1K $31.98 +6.3%
3778 ACCELLERON INDS AG UNSPONSORED ADR 15.0 $1K $89.40
3779 QLTY GMO ETF TRUST GMO US QUALITY E 37.0 $1K $36.19 +12.6%
3780 ASIX ADVANSIX INC COM Basic Materials 54.0 $1K +36.0 +200.0% $24.41 -10.6%
Page 189 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%