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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 205 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 LAB STANDARD BIOTOOLS INC COM Healthcare 270.0 $222.0 NEW $0.82 -17.9%
4082 BIOA BIOAGE LABS INC COM Healthcare 9.0 $221.0 -28.0 -75.7% $24.56 -58.2%
4083 JPC NUVEEN PFD INCOME OPPORTUNIT COM Financial Services 28.0 $221.0 +21.0 +300.0% $7.89 -3.1%
4084 FITLIFE BRANDS INC COM NEW 20.0 $220.0 +2.0 +11.1% $11.00
4085 GSM FERROGLOBE PLC SHS Basic Materials 68.0 $216.0 -153.0 -69.2% $3.18 +29.9%
4086 DH DEFINITIVE HEALTHCARE CORP CLASS A COM Healthcare 259.0 $215.0 -62.0 -19.3% $0.83 -19.6%
4087 LFT LUMENT FINANCE TRUST INC COM Real Estate 231.0 $213.0 -5K -95.2% $0.92 -36.3%
4088 PURR HYPERLIQUID STRATEGIES INC COM Basic Materials 27.0 $212.0 NEW $7.85 -8.6%
4089 MNTN INC CL A 23.0 $212.0 -26.0 -53.1% $9.22
4090 ANRO ALTO NEUROSCIENCE INC COM SHS Healthcare 8.0 $211.0 NEW $26.38 +28.6%
4091 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 93.0 $211.0 NEW $2.27 +10.0%
4092 GOSS GOSSAMER BIO INC COM Healthcare 1,250.0 $206.0 NEW $0.16 -11.9%
4093 PACK RANPAK HOLDINGS CORP COM CL A Consumer Cyclical 28.0 $205.0 -78.0 -73.6% $7.32 -28.9%
4094 ENCORE ENERGY CORP COM NEW 156.0 $204.0 -2K -91.9% $1.31
4095 POWW OUTDOOR HOLDING CO COM Industrials 86.0 $196.0 $2.28 -1.1%
4096 NORTHPOINTE BANCSHARES INC COM SHS 10.0 $192.0 $19.20
4097 CRDF CARDIFF ONCOLOGY INC COM Healthcare 147.0 $191.0 -1K -88.0% $1.30 -29.8%
4098 HUMA HUMACYTE INC COM Healthcare 243.0 $190.0 -3K -93.4% $0.78 -27.2%
4099 CMTG CLAROS MTG TR INC COMMON STOCK Real Estate 80.0 $188.0 NEW $2.35 -26.4%
4100 BAVARIAN NORDIC SPONSORED ADR 19.0 $177.0 $9.32
Page 205 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%