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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 200 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 85.0 $398.0 -1K -94.0% $4.68 -9.2%
3982 PROP PRAIRIE OPER CO COM Financial Services 195.0 $396.0 +86.0 +78.9% $2.03 -58.1%
3983 DH DEFINITIVE HEALTHCARE CORP CLASS A COM Healthcare 321.0 $395.0 -1K -80.5% $1.23 -31.5%
3984 CHYM CHIME FINL INC COM SHS CL A Financial Services 21.0 $393.0 NEW $18.71 -12.1%
3985 ITRN ITURAN LOCATION AND CONTROL SHS Technology 8.0 $392.0 $49.00 +17.7%
3986 HCAT HEALTH CATALYST INC COM Healthcare 307.0 $390.0 -40.0 -11.5% $1.27 -0.0%
3987 MNTK MONTAUK RENEWABLES INC COM Utilities 339.0 $390.0 -6K -94.3% $1.15 +31.3%
3988 TMCI TREACE MED CONCEPTS INC COM Healthcare 289.0 $387.0 NEW $1.34 +103.0%
3989 RBKB RHINEBECK BANCORP INC COM Financial Services 25.0 $386.0 +10.0 +66.7% $15.44 +2.3%
3990 VRM VROOM INC COM NEW Consumer Cyclical 29.0 $386.0 NEW $13.31 -10.7%
3991 FPS FORGENT POWER SOLUTIONS INC COM SHS CL A Industrials 13.0 $381.0 NEW $29.31 +46.8%
3992 ACTG ACACIA RESH CORP ACACIA TCH COM Industrials 79.0 $380.0 NEW $4.81 -4.4%
3993 PACK RANPAK HOLDINGS CORP COM CL A Consumer Cyclical 106.0 $378.0 -141.0 -57.1% $3.57 +59.8%
3994 WOOF PETCO HEALTH WELLNESS CO INC COM Consumer Cyclical 135.0 $375.0 -619.0 -82.1% $2.78 -10.5%
3995 FIG FIGMA INC CLASS A COM STK Technology 17.0 $359.0 NEW $21.12 +4.0%
3996 LIFEZONE METALS LIMITED ORD SHS 106.0 $356.0 +63.0 +146.5% $3.36
3997 AIRJ AIRJOULE TECHNOLOGIES CORP CL A Industrials 141.0 $354.0 +22.0 +18.5% $2.51 +38.6%
3998 PBFS PIONEER BANCORP INC MD COM Financial Services 25.0 $348.0 -11.0 -30.6% $13.92 +7.6%
3999 BZ KANZHUN LIMITED SPONSORED ADS Industrials 26.0 $348.0 $13.38 +0.2%
4000 CAPCOM CO LTD ADR 32.0 $341.0 $10.66
Page 200 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%