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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 189 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3761 AMC ENTMT HLDGS INC CL A NEW 908.0 $2K -937.0 -50.8% $1.90
3762 PING AN INS GROUP CO CHINA LTD SPON ADR REP H 132.0 $2K -200.0 -60.2% $13.05
3763 GWRS GLOBAL WTR RES INC COM Utilities 237.0 $2K -204.0 -46.3% $7.24 +21.1%
3764 STUBHUB HLDGS INC CL A 133.0 $2K NEW $12.87
3765 GAMESTOP CORP NEW WT EXP 103026 609.0 $2K -5.0 -0.8% $2.79
3766 QTEC FIRST TR EXCHANGE TRADED FD SHS 5.0 $2K $334.60 -5.4%
3767 FEP FIRST TR EXCH TRD ALPHDX FD II EUROPE ALPHADEX 29.0 $2K $57.03 +4.7%
3768 NL NLI HOLDINGS INC COM NEW Industrials 278.0 $2K +166.0 +148.2% $5.95 +9.3%
3769 CBNK CAPITAL BANCORP INC MD COM Financial Services 47.0 $2K +39.0 +487.5% $35.13 +6.3%
3770 UNIVERSAL MUSIC GROUP NV SHS 76.0 $2K $20.96
3771 TSHA TAYSHA GENE THERAPIES INC COM SHS Healthcare 232.0 $2K +97.0 +71.8% $6.81 -9.1%
3772 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 39.0 $2K $39.85 +11.8%
3773 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 422.0 $2K -312.0 -42.5% $3.67 -15.8%
3774 OBT ORANGE CNTY BANCORP INC COM Financial Services 42.0 $2K $36.79 +5.6%
3775 ASPI ASP ISOTOPES INC COM Basic Materials 248.0 $2K -298.0 -54.6% $6.22 -38.0%
3776 QLTY GMO ETF TRUST US QUALITY ETF 37.0 $2K $41.62 +2.7%
3777 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 178.0 $2K -68.0 -27.6% $8.65 +10.2%
3778 TIP ISHARES TR TIPS BD ETF 14.0 $2K $109.43 -2.2%
3779 SYM SYMBOTIC INC CLASS A COM Industrials 34.0 $2K -20.0 -37.0% $44.94 -10.0%
3780 QURE UNIQURE NV SHS Healthcare 33.0 $2K +25.0 +312.5% $46.06 +2.9%
Page 189 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%