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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 191 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 MYPS PLAYSTUDIOS INC CLASS A COM Technology 2,823.0 $1K -8K -74.0% $0.50 +2.2%
3802 BRIGHT MINDS BIOSCIENCES INC COM NEW 20.0 $1K -13.0 -39.4% $70.20
3803 CLLS CELLECTIS S A SPON ADS Healthcare 463.0 $1K -271.0 -36.9% $3.00 +1.3%
3804 SNDA SONIDA SENIOR LIVING INC COM Healthcare 34.0 $1K $40.79 -0.7%
3805 WNEB WESTERN NEW ENG BANCORP INC COM Financial Services 97.0 $1K $14.30 -2.4%
3806 ACU ACME UTD CORP COM Consumer Defensive 29.0 $1K NEW $47.72 +31.7%
3807 ESOA ENERGY SERVICES OF AMER CORP COM Industrials 71.0 $1K $19.34 -35.1%
3808 BALLYS CORPORATION COMMON STOCK 100.0 $1K -159.0 -61.4% $13.71
3809 BSCU INVESCO EXCH TRD SLF IDX FD TR INVSCO 30 CORP 82.0 $1K +49.0 +148.5% $16.65 -0.5%
3810 KFS KINGSWAY CORP COM NEW Consumer Cyclical 131.0 $1K $10.42 -1.8%
3811 GLSI GREENWICH LIFESCIENCES INC COM Healthcare 58.0 $1K +31.0 +114.8% $23.47 -26.4%
3812 AOMR ANGEL OAK MORTGAGE REIT INC COM Real Estate 149.0 $1K +82.0 +122.4% $9.08 -2.9%
3813 INMB INMUNE BIO INC COM Healthcare 829.0 $1K -775.0 -48.3% $1.63 +29.5%
3814 MVST MICROVAST HOLDINGS INC COM Industrials 1,148.0 $1K +399.0 +53.3% $1.17 -34.9%
3815 RYAM RAYONIER ADVANCED MATLS INC COM Basic Materials 170.0 $1K -56.0 -24.8% $7.86 +6.8%
3816 KOC HOLDING AS ADR 66.0 $1K $20.20
3817 NTR NUTRIEN LTD COM Basic Materials 21.0 $1K $62.95 +10.2%
3818 BSVN BANK7 CORP COM Financial Services 27.0 $1K $48.96 +6.2%
3819 PZA INVESCO EXCHANGE TRADED FD TR NATL AMT MUNI 56.0 $1K $23.52 -2.9%
3820 LIXIL CORPORATION UNSPONSORD ADR 58.0 $1K -101.0 -63.5% $22.50
Page 191 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%