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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 199 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 IMMP IMMUTEP LTD SPONSORED ADS Healthcare 1,334.0 $468.0 -2K -60.3% $0.35 +43.3%
3962 HF FOODS GROUP INC COM 253.0 $468.0 NEW $1.85
3963 BARRATT REDROW PLC UNSPONSORED ADR 67.0 $464.0 -40.0 -37.4% $6.93
3964 RPC RIDGEPOST CAP INC CL A COM Financial Services 63.0 $457.0 -93.0 -59.6% $7.25 +14.8%
3965 NFE NEW FORTRESS ENERGY INC COM CL A Utilities 771.0 $455.0 -4K -82.1% $0.59 +4.0%
3966 ZSPACE INC COM 4,008.0 $455.0 +3K +173.6% $0.11
3967 RXT RACKSPACE TECHNOLOGY INC COM Technology 462.0 $453.0 -148.0 -24.3% $0.98 +389.5%
3968 PRADA SPA UNSPONSORED ADR 46.0 $438.0 -449.0 -90.7% $9.52
3969 PPBT PURPLE BIOTECH LTD SPONSORED ADS Healthcare 108.0 $436.0 NEW $4.04 -13.1%
3970 NKTR NEKTAR THERAPEUTICS COM NEW Healthcare 6.0 $432.0 NEW $72.00 -5.0%
3971 EP EMPIRE PETE CORP COM Energy 146.0 $432.0 +42.0 +40.4% $2.96 -10.1%
3972 MNTN INC CL A 49.0 $431.0 NEW $8.80
3973 NTIC NORTHERN TECHNOLOGIES INTL COR COM Basic Materials 52.0 $428.0 $8.23 -4.0%
3974 VIRC VIRCO MFG CO COM Consumer Cyclical 69.0 $422.0 NEW $6.12 -3.0%
3975 UNB UNION BANKSHARES INC COM Financial Services 17.0 $413.0 NEW $24.29 -3.3%
3976 NODK NI HLDGS INC COM Financial Services 32.0 $412.0 NEW $12.88 +8.8%
3977 FRAF FRANKLIN FINL SVCS CORP COM Financial Services 8.0 $409.0 NEW $51.12 +8.3%
3978 LOREAL SA ORD 1.0 $405.0 NEW $405.00
3979 ADVANTAGE SOLUTIONS INC COM NEW CL A 19.0 $402.0 NEW $21.16
3980 RVSB RIVERVIEW BANCORP INC COM Financial Services 73.0 $402.0 NEW $5.51 -1.0%
Page 199 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%