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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 118 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 SYSMEX CORP UNSPONSORED ADR 3,293.0 $32K 0.00% NEW $9.75
2342 IHI ISHARES TR U S MED DVC ETF 516.0 $32K 0.00% NEW $62.15 -20.6%
2343 AMTD IDEA GROUP SPON ADS 32,526.0 $32K 0.00% NEW $0.98
2344 ASSOCIATED BRITISH FOODS PLC ADR NEW 1,116.0 $32K 0.00% NEW $28.69
2345 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 3,756.0 $32K 0.00% NEW $8.50 +43.5%
2346 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 537.0 $32K 0.00% NEW $59.43 -11.3%
2347 OEF ISHARES TR S P 100 ETF 93.0 $32K 0.00% NEW $342.97 +9.8%
2348 AUTO TRADER GROUP PLC UNSPONSORED ADR 16,520.0 $32K 0.00% NEW $1.93
2349 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 1,541.0 $32K 0.00% NEW $20.67
2350 ZD ZIFF DAVIS INC COM Communication Services 906.0 $32K 0.00% NEW $35.15 +30.1%
2351 CMCL CALEDONIA MNG CORP PLC SHS NEW Basic Materials 1,216.0 $32K 0.00% NEW $26.17 -9.4%
2352 MITSUBISHI HEAVY INDUSTRIES LT SHS 1,287.0 $32K 0.00% NEW $24.72
2353 REV GROUP INC COM 523.0 $32K 0.00% NEW $60.81
2354 FXR FIRST TR EXCHANGE TRADED FD II INDLS PROD DUR 398.0 $32K 0.00% NEW $79.87 +9.6%
2355 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 573.0 $32K 0.00% NEW $55.44 +51.2%
2356 AEHR AEHR TEST SYS COM Technology 1,570.0 $32K 0.00% NEW $20.19 +395.2%
2357 OXM OXFORD INDS INC COM Consumer Cyclical 925.0 $32K 0.00% NEW $34.20 +37.5%
2358 RGNX REGENXBIO INC COM Healthcare 2,193.0 $32K 0.00% NEW $14.40 -52.2%
2359 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 278.0 $32K 0.00% NEW $113.39 -26.8%
2360 KE KIMBALL ELECTRONICS INC COM Industrials 1,133.0 $32K 0.00% NEW $27.82 -4.8%
Page 118 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%