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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 206 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 WALD WALDENCAST PLC CLASS A ORD SHS Technology 96.0 $169.0 -738.0 -88.5% $1.76 -22.7%
4102 MYO MYOMO INC COM NEW Healthcare 152.0 $158.0 -2K -92.0% $1.04 +51.0%
4103 VGAS VERDE CLEAN FUELS INC CLASS A COM Utilities 150.0 $153.0 $1.02 +34.3%
4104 LUCD LUCID DIAGNOSTICS INC COM Healthcare 142.0 $152.0 -752.0 -84.1% $1.07 -8.7%
4105 NNOX NANO X IMAGING LTD ORD SHS Healthcare 128.0 $148.0 -336.0 -72.4% $1.16 -19.3%
4106 BLND BLEND LABS INC CL A Technology 82.0 $140.0 -566.0 -87.3% $1.71 -13.3%
4107 LUMINE GROUP INC SUB VTG SHS 9.0 $138.0 $15.33
4108 CDZI CADIZ INC COM NEW Utilities 32.0 $134.0 -663.0 -95.4% $4.19 -23.6%
4109 WOOD ISHARES TR GL TIMB FORE ETF 2.0 $132.0 $66.00 +7.8%
4110 GBTG GLOBAL BUSINESS TRAVEL GROUP COM CL A Technology 14.0 $131.0 NEW $9.36 +0.9%
4111 ARAI ARRIVE AI INC COM NEW Technology 298.0 $128.0 NEW $0.43 -42.3%
4112 DSTL ETF SER SOLUTIONS DISTILLATE US 2.0 $120.0 $60.00 +12.7%
4113 ERH ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC Financial Services 9.0 $109.0 $12.11 -4.3%
4114 SPHD INVESCO EXCHANGE TRADED FD TR S P500 HDL VOL 2.0 $102.0 $51.00 +3.4%
4115 ACTU ACTUATE THERAPEUTICS INC COM Healthcare 65.0 $99.0 -221.0 -77.3% $1.52 -35.0%
4116 REMY COINTREAU S A UNSPONSORED ADR 18.0 $88.0 -49.0 -73.1% $4.89
4117 GAZPROM PJSC SPON ADR 80.0 $88.0 $1.10
4118 TVRD TVARDI THERAPEUTICS INC COM Healthcare 40.0 $76.0 -49.0 -55.1% $1.90 -2.1%
4119 SEMNUR PHARMACEUTICALS INC COM 116.0 $58.0 NEW $0.50
4120 RWAY RUNWAY GROWTH FINANCE CORP COM Financial Services 10.0 $56.0 NEW $5.60 +15.2%
Page 206 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%