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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 200 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 BLZE BACKBLAZE INC COM CL A Technology 33.0 $523.0 -247.0 -88.2% $15.85 +21.1%
3982 ESTA ESTABLISHMENT LABS HLDGS INC COM Healthcare 6.0 $515.0 +2.0 +50.0% $85.83 -12.4%
3983 TBI TRUEBLUE INC COM Industrials 72.0 $502.0 NEW $6.97 +50.7%
3984 FRAF FRANKLIN FINL SVCS CORP COM Financial Services 8.0 $501.0 $62.62 +1.0%
3985 EFSI EAGLE FINL SVCS INC COM Financial Services 12.0 $498.0 +6.0 +100.0% $41.50 +5.1%
3986 BRCB BLACK ROCK COFFEE BAR INC CL A Consumer Defensive 60.0 $497.0 -115.0 -65.7% $8.28 -6.0%
3987 LYEL LYELL IMMUNOPHARMA INC COM NEW Healthcare 35.0 $492.0 $14.06 +12.3%
3988 ITRN ITURAN LOCATION AND CONTROL SHS Technology 8.0 $488.0 $61.00 -14.7%
3989 GOGO GOGO INC COM Communication Services 157.0 $487.0 -268.0 -63.1% $3.10 -15.5%
3990 ISTB ISHARES TR CORE 1 5 YR USD 10.0 $483.0 $48.30 -0.5%
3991 PRTH PRIORITY TECHNOLOGY HLDGS INC COM Technology 71.0 $474.0 -269.0 -79.1% $6.68 -16.0%
3992 LAW CS DISCO INC COM Technology 125.0 $473.0 +2.0 +1.6% $3.78 +16.8%
3993 OFLX OMEGA FLEX INC COM Industrials 15.0 $471.0 -92.0 -86.0% $31.40 -10.0%
3994 ELMD ELECTROMED INC COM Healthcare 11.0 $465.0 $42.27 -2.0%
3995 SAFX XCF GLOBAL INC COM CL A Energy 1,053.0 $465.0 NEW $0.44 -4.5%
3996 RECKITT BENCKISER GROUP PLC SHS 7.0 $459.0 -576.0 -98.8% $65.57
3997 ASIX ADVANSIX INC COM Basic Materials 23.0 $457.0 -31.0 -57.4% $19.87 -16.7%
3998 CSTL CASTLE BIOSCIENCES INC COM Healthcare 19.0 $453.0 -27.0 -58.7% $23.84 +21.8%
3999 FRD FRIEDMAN INDS INC COM Basic Materials 14.0 $451.0 NEW $32.21 +42.9%
4000 BKCH GLOBAL X FDS GBL X BLOCKCHAIN 6.0 $449.0 $74.83 -16.5%
Page 200 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%