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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 194 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 228.0 $1K +46.0 +25.3% $4.80 +0.9%
3862 MQ MARQETA INC CLASS A COM Technology 268.0 $1K NEW $4.06 +281.3%
3863 BYND BEYOND MEAT INC COM Consumer Defensive 1,447.0 $1K -2K -60.2% $0.75 +1599.1%
3864 AELUMA INC COM 49.0 $1K -87.0 -64.0% $22.08
3865 PAMT CORP COM 77.0 $1K +54.0 +234.8% $14.01
3866 FINW FINWISE BANCORP COM Financial Services 73.0 $1K -12.0 -14.1% $14.51 -3.3%
3867 TAYD TAYLOR DEVICES INC COM Industrials 18.0 $1K $58.67 -4.7%
3868 PDEX PRO DEX INC COLO COM NEW Healthcare 18.0 $1K $58.56 +14.2%
3869 LPRO OPEN LENDING CORP COM Financial Services 339.0 $1K +94.0 +38.4% $3.11 +1.0%
3870 LARK LANDMARK BANCORP INC COM Financial Services 34.0 $1K +12.0 +54.5% $30.71 +4.7%
3871 AISP AIRSHIP AI HLDGS INC COM Technology 437.0 $1K $2.39 -14.6%
3872 FLXS FLEXSTEEL INDS INC COM Consumer Cyclical 14.0 $1K +10.0 +250.0% $74.50 +3.6%
3873 PAL PROFICIENT AUTO LOGISTICS INC COM Industrials 153.0 $1K -165.0 -51.9% $6.81 -17.5%
3874 KLC KINDERCARE LEARNING COMPANIES COM Consumer Defensive 244.0 $1K -89.0 -26.7% $4.25 -36.0%
3875 ASLE AERSALE CORPORATION COM Industrials 164.0 $1K +12.0 +7.9% $6.32 -8.8%
3876 SFBC SOUND FINL BANCORP INC COM Financial Services 24.0 $1K +17.0 +242.9% $43.12 +9.0%
3877 KG KESTREL GROUP LTD COM Financial Services 114.0 $1K -51.0 -30.9% $9.00 -11.2%
3878 CV CAPSOVISION INC COM Healthcare 135.0 $1K $7.58 -18.8%
3879 MMYT MAKEMYTRIP LIMITED MAURITIUS SHS Consumer Cyclical 19.0 $1K NEW $53.32 +11.6%
3880 CZWI CITIZENS CMNTY BANCORP INC MD COM Financial Services 43.0 $1K $23.40 -9.5%
Page 194 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%