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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 208 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4141 INHIBRX INC COM CVR RIGHT from 45720L107 10.0 NEW
4142 ESC GCI LIBERTY INC SHS 14.0 NEW
4143 FUSION PHARMACEUTICALS INC CVR from 36118A100 14.0 NEW
4144 SPYGLASS RES CORP COM 31.0 NEW
4145 POSEIDA THERAPEUTICS INC COM RIGHT from 42.0 NEW
4146 VAPE HLDGS INC COM 45.0 NEW
4147 CONSTELLATION SOFTWARE INC WT EXP 033140 78.0 NEW
4148 RESOLUTE FST PRODS INC CVR Right from 76117W109 92.0 NEW
4149 Abiomed Inc USD0 01 SUBS RTS 98.0 NEW
4150 LEHMAN BROS HLDGS CAP TR PFD SER M 6 133.0 NEW
4151 ONCOURSE TECHNOLOGIES INC PAR 133.0 NEW
4152 CONTRA MIRATI THERAPEU NPV from 60468T105 223.0 NEW
4153 OmniAb Inc USD0 0001 A (USD15 VESTING) 232.0 NEW
4154 Cartesian Therapeutics Inc USD0 0001 SUBS RTS 237.0 NEW
4155 OmniAb Inc USD0 0001 A (USD12 5 VESTING) 242.0 NEW
4156 VERVE THERAPEUTICS INC CVR from 92539P101 257.0 NEW
4157 Blueprint Medicines Corporation NPV 271.0 NEW
4158 CONCENTRA BIOSCIENCES LLC NON TRANSFERABLE 292.0 NEW
4159 SAGE THERAPEUTICS INC COM CVR from 78667J108 338.0 NEW
4160 AKERO THERAPEUTICS INC CVR from 00973Y108 452.0 NEW
Page 208 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%