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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 194 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 SOUTH BOW CORP COM 27.0 $900.0 $33.33
3862 AGL AGILON HEALTH INC COM NEW Healthcare 113.0 $894.0 NEW $7.91 +1002.7%
3863 ABN AMRO BANK NV UNSPONSORD ADS 28.0 $892.0 $31.86
3864 PDC PERPETUALSCOM LTD SPONSORED ADS Technology 179.0 $886.0 -526.0 -74.6% $4.95 +42.2%
3865 PDEX PRODEX INC COLO COM NEW Healthcare 18.0 $884.0 -9.0 -33.3% $49.11 +26.1%
3866 WHITBREAD PLC SPONSORED ADR 116.0 $880.0 $7.59
3867 BRIGHTSTAR LOTTERY PLC SHS USD 69.0 $879.0 -319.0 -82.2% $12.74
3868 ARDT ARDENT HEALTH INC COM Healthcare 102.0 $873.0 +8.0 +8.5% $8.56 +14.1%
3869 GAMB GAMBLING COM GROUP LIMITED ORDINARY SHARES Consumer Cyclical 224.0 $869.0 NEW $3.88 -39.4%
3870 VENTURE GLOBAL INC COM CL A 55.0 $867.0 +32.0 +139.1% $15.76
3871 CLICKS GROUP LTD SPONSORED ADR 25.0 $866.0 -26.0 -51.0% $34.64
3872 DENTSU GROUP INC UNSPONSOD ADR 50.0 $857.0 -182.0 -78.5% $17.14
3873 CZWI CITIZENS CMNTY BANCORP INC MD COM Financial Services 43.0 $851.0 NEW $19.79 +1.9%
3874 KLTR KALTURA INC COM Technology 691.0 $843.0 +522.0 +308.9% $1.22 +22.1%
3875 BBAI BIGBEAR AI HLDGS INC COM Technology 239.0 $841.0 -2K -89.3% $3.52 +10.4%
3876 TALK TALKSPACE INC COM Healthcare 161.0 $833.0 NEW $5.17 +0.3%
3877 SFIX STITCH FIX INC COM CL A Consumer Cyclical 251.0 $831.0 -399.0 -61.4% $3.31 -9.1%
3878 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 182.0 $819.0 NEW $4.50 -4.0%
3879 KOPN KOPIN CORP COM Technology 362.0 $815.0 -1K -74.2% $2.25 +102.1%
3880 PMTS CPI CARD GROUP INC COM NEW Financial Services 56.0 $813.0 +7.0 +14.3% $14.52 +10.8%
Page 194 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%