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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 193 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3841 ACHILLES THERAPEUTICS PLC SPONSORED ADS 806.0 $1K $1.48
3842 MDXG MIMEDX GROUP INC COM Healthcare 306.0 $1K -306.0 -50.0% $3.85 +12.7%
3843 RBKB RHINEBECK BANCORP INC COM Financial Services 68.0 $1K +43.0 +172.0% $17.31 -26.2%
3844 NUVB NUVATION BIO INC COM CL A Healthcare 207.0 $1K -203.0 -49.5% $5.68 +22.5%
3845 CERS CERUS CORP COM Healthcare 402.0 $1K -420.0 -51.1% $2.92 -5.5%
3846 RESMED INC DEP CHESS 70.0 $1K -3K -97.5% $16.71
3847 PNRG PRIMEENERGY RESOURCES CORP COM Energy 7.0 $1K $166.86 +27.5%
3848 LEVI LEVI STRAUSS CO NEW CL A COM STK Consumer Cyclical 47.0 $1K NEW $24.83 -11.4%
3849 MFIN MEDALLION FINANCIAL CORP COM Financial Services 114.0 $1K -31.0 -21.4% $10.21 +11.0%
3850 NIKON CORP UNSPONSORED ADR 83.0 $1K $14.00
3851 CATX PERSPECTIVE THERAPEUTICS INC COM NEW Healthcare 340.0 $1K -246.0 -42.0% $3.41 -5.8%
3852 OPBK OP BANCORP COM Financial Services 77.0 $1K +32.0 +71.1% $14.99 +3.8%
3853 LXEO LEXEO THERAPEUTICS INC COM Healthcare 247.0 $1K -84.0 -25.4% $4.66 +5.9%
3854 ACVA ACV AUCTIONS INC COM CL A Consumer Cyclical 159.0 $1K -1K -90.4% $7.19 +6.1%
3855 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 358.0 $1K -107.0 -23.0% $3.19 -4.1%
3856 STRT STRATTEC SEC CORP COM Consumer Cyclical 14.0 $1K -35.0 -71.4% $81.43 +0.4%
3857 JAMES RIV GROUP LTD COM SHS 254.0 $1K -2K -86.7% $4.40
3858 BXC BLUELINX HLDGS INC COM NEW Industrials 18.0 $1K +6.0 +50.0% $61.89 +33.4%
3859 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 213.0 $1K -3K -94.0% $5.21 -25.9%
3860 ALSTOM SA SHS PROV REGRO 62.0 $1K $17.69
Page 193 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%