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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 196 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3901 SCLX SCILEX HOLDING CO COM NEW Healthcare 116.0 $905.0 $7.80 -18.7%
3902 KLTR KALTURA INC COM Technology 691.0 $898.0 $1.30 +28.5%
3903 ULBI ULTRALIFE CORP COM Industrials 142.0 $897.0 $6.32 +12.6%
3904 RVSB RIVERVIEW BANCORP INC COM Financial Services 165.0 $896.0 +92.0 +126.0% $5.43 -5.3%
3905 LIBERTY LATIN AMERICA LTD 9 FXD CUM PREF 41.0 $889.0 NEW $21.68
3906 STIM NEURONETICS INC COM Healthcare 681.0 $885.0 -537.0 -44.1% $1.30 +142.4%
3907 SUNC SUNOCOCORP LLC COM SHS LLC Energy 13.0 $880.0 $67.69 +15.1%
3908 GCBC GREENE CNTY BANCORP INC COM Financial Services 26.0 $873.0 +19.0 +271.4% $33.58 +2.2%
3909 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 110.0 $871.0 +10.0 +10.0% $7.92 +11.8%
3910 MNDY MONDAY COM LTD SHS Technology 12.0 $869.0 NEW $72.42 +21.6%
3911 JAKK JAKKS PAC INC COM NEW Consumer Cyclical 37.0 $861.0 +9.0 +32.1% $23.27 +8.7%
3912 INFQ INFLEQTION INC COM SHS Technology 64.0 $852.0 NEW $13.31 -3.0%
3913 BBAI BIGBEAR AI HLDGS INC COM Technology 232.0 $851.0 -7.0 -2.9% $3.67 -14.9%
3914 OPRT OPORTUN FINL CORP COM Financial Services 147.0 $839.0 -9.0 -5.8% $5.71 +30.0%
3915 ATAIBECKLEY INC COM SHS 159.0 $838.0 $5.27
3916 SG SWEETGREEN INC COM CL A Consumer Cyclical 95.0 $837.0 $8.81 -33.9%
3917 PTRN PATTERN GROUP INC COM SER A Technology 33.0 $831.0 -14.0 -29.8% $25.18 -18.0%
3918 ELECTROVAYA INC COM NEW 79.0 $830.0 -120.0 -60.3% $10.51
3919 PLX PROTALIX BIOTHERAPEUTICS INC COM Healthcare 355.0 $827.0 -124.0 -25.9% $2.33 +0.4%
3920 ADVANTAGE SOLUTIONS INC COM NEW CL A 19.0 $822.0 $43.26
Page 196 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%