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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 96 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 STBA S T BANCORP INC COM Financial Services 1,733.0 $72K 0.00% +351.0 +25.4% $41.83 +7.2%
1902 PDFS PDF SOLUTIONS INC COM Technology 2,209.0 $72K 0.00% +66.0 +3.1% $32.71 +48.2%
1903 ENB ENBRIDGE INC COM Energy 1,334.0 $72K 0.00% -436.0 -24.6% $54.14 +2.7%
1904 HOPE HOPE BANCORP INC COM Financial Services 6,465.0 $72K 0.00% +1K +20.7% $11.17 +12.0%
1905 EWTX EDGEWISE THERAPEUTICS INC COM Healthcare 2,289.0 $72K 0.00% +935.0 +69.0% $31.50 +7.2%
1906 LGIH LGI HOMES INC COM Consumer Cyclical 1,824.0 $72K 0.00% -2K -50.9% $39.53 +22.9%
1907 ATLANTA BRAVES HLDGS INC COM SER A 1,526.0 $72K 0.00% +378.0 +32.9% $47.15
1908 AKZO NOBEL N V SPONSRD ADS NEW 3,754.0 $72K 0.00% -2K -35.9% $19.13
1909 HCSG HEALTHCARE SVCS GROUP INC COM Healthcare 3,861.0 $72K 0.00% +173.0 +4.7% $18.55 +11.5%
1910 TERUMO CORP ADR 5,309.0 $72K 0.00% +3K +114.6% $13.47
1911 VIST VISTA ENERGY SAB DE CV SPONSORED ADS Energy 947.0 $71K 0.00% +105.0 +12.5% $75.47 -2.2%
1912 HANNOVER RUECK SE SPONSORED ADR 1,371.0 $71K 0.00% +151.0 +12.4% $52.12
1913 BENITEC BIOPHARMA INC COM NEW 6,705.0 $71K 0.00% $10.65
1914 SEI SOLARIS ENERGY INFRAS INC COM CL A Energy 1,262.0 $71K 0.00% +80.0 +6.8% $56.51 +21.5%
1915 QUAD QUAD GRAPHICS INC COM CL A Industrials 10,775.0 $71K 0.00% -312.0 -2.8% $6.61 +13.7%
1916 WKC WORLD KINECT CORPORATION COM Energy 3,084.0 $71K 0.00% +3K +907.8% $23.07 +23.0%
1917 TIGR UP FINTECH HLDG LTD SPONSORED ADS Financial Services 11,269.0 $71K 0.00% -1K -10.0% $6.30 -20.8%
1918 PL PLANET LABS PBC COM CL A Industrials 2,540.0 $71K 0.00% +529.0 +26.3% $27.95 +82.3%
1919 STNE STONECO LTD COM CL A Technology 5,005.0 $71K 0.00% +221.0 +4.6% $14.12 -19.1%
1920 IDV ISHARES TR INTL SEL DIV ETF 1,660.0 $71K 0.00% +680.0 +69.4% $42.56 +4.9%
Page 96 of 206  ·  4,110 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%