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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 202 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 ATYR ATYR PHARMA INC COM NEW Healthcare 659.0 $393.0 -7K -91.5% $0.60 -15.5%
4022 EML EASTERN CO COM Industrials 14.0 $390.0 $27.86 -11.7%
4023 GTN GRAY MEDIA INC COM Communication Services 98.0 $389.0 -375.0 -79.3% $3.97 +22.4%
4024 BZAI BLAIZE HLDGS INC COM Technology 280.0 $386.0 $1.38 -59.5%
4025 FLWS 1 800 FLOWERS COM INC CL A Consumer Cyclical 108.0 $376.0 $3.48 +15.5%
4026 HGTY HAGERTY INC CL A COM Financial Services 31.0 $370.0 $11.94 +7.3%
4027 ACTG ACACIA RESH CORP ACACIA TCH COM Industrials 79.0 $368.0 $4.66 +0.3%
4028 TASK TASKUS INC CLASS A COM Technology 78.0 $365.0 +54.0 +225.0% $4.68 +57.7%
4029 HF FOODS GROUP INC COM 253.0 $357.0 $1.41
4030 DBI DESIGNER BRANDS INC CL A Consumer Cyclical 61.0 $356.0 -105.0 -63.2% $5.84 +0.8%
4031 AIRS AIRSCULPT TECHNOLOGIES INC COM Healthcare 79.0 $356.0 $4.51 -40.1%
4032 SBFG SB FINL GROUP INC COM Financial Services 14.0 $354.0 $25.29 +5.6%
4033 DENTSU GROUP INC UNSPONSOD ADR 18.0 $350.0 -32.0 -64.0% $19.44
4034 TOI THE ONCOLOGY INSTITUTE INC COM Healthcare 63.0 $342.0 $5.43 +18.8%
4035 IGIC INTL GNRL INSURANCE HLDNGS LTD SHS Financial Services 13.0 $340.0 $26.15 +2.5%
4036 AII AMERICAN INTEGRITY INS GROUP I COM Financial Services 18.0 $339.0 -9.0 -33.3% $18.83 +34.1%
4037 BZ KANZHUN LIMITED SPONSORED ADS Industrials 26.0 $335.0 $12.88 +22.6%
4038 NOVA MINERALS CORP COMMON STOCK 71.0 $335.0 NEW $4.72
4039 NODK NI HLDGS INC COM Financial Services 21.0 $330.0 -11.0 -34.4% $15.71 -3.1%
4040 EDV VANGUARD WORLD FD EXTENDED DUR 5.0 $325.0 $65.00 -9.4%
Page 202 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%