13F 机构持仓

GAMMA Investing LLC

FOSTER CITY CA · SEC CIK 0002010235

2026Q22026Q1 更早 9 个季度 🔒
$26.87亿2026Q2 申报市值
4,173持仓数
25.4%前十大占比 · 第一大 5.1%
139 / 131新建仓 / 清仓
申报市值走势$26.87亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.1%
AAPL 4.5%
MSFT 2.8%
AMZN 2.3%
GOOGL 2.3%
AVGO 2.1%
GOOG 1.8%
IEMG 1.6%
MU 1.5%
JPM 1.4%

2026Q2 买入最多 按季末市值估算

AAPL 加仓+$1,268.52万
NVDA 加仓+$1,171.13万
IEMG 加仓+$904.31万
AMZN 加仓+$759.64万
MSFT 加仓+$721.87万

2026Q2 卖出最多 按季末市值估算

DD 减仓-$206.62万
HONEYWELL INTL I 重新持有-$198.01万
MCHI 减仓-$128.64万
COTERRA ENERGY I 清仓-$122.27万
HOLOGIC INC COM 清仓-$118.64万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
— BLUE FOUNDRY BANCORP COM $00.00%0 -154-100.0% -$2,039 清仓
— SIGA TECHNOLOGIES INC COM $00.00%0 -358-100.0% -$1,915 清仓
CAE CAE INC COM $00.00%0 -72-100.0% -$1,876 清仓
— WHEELS UP EXPERIENCE INC COM CL A $00.00%0 -3,403-100.0% -$1,758 清仓
— ENHABIT INC COM $00.00%0 -119-100.0% -$1,677 清仓
— SBC MED GROUP HLDGS INC COM $00.00%0 -387-100.0% -$1,618 清仓
— COMMUNITY WEST BANCSHARES NEW COM $00.00%0 -153-100.0% -$1,608 清仓
GLBE GLOBAL E ONLINE LTD SHS $00.00%0 -52-100.0% -$1,604 清仓
— TRISALUS LIFE SCIENCES INC COM $00.00%0 -386-100.0% -$1,544 清仓
— CHARGEPOINT HOLDINGS INC COM SHS $00.00%0 -301-100.0% -$1,463 清仓
BSV VANGUARD BD INDEX FDS SHORT TRM BOND $00.00%0 -16-100.0% -$1,255 清仓
— CARLSMED INC COM $00.00%0 -135-100.0% -$1,222 清仓
VWOB VANGUARD WHITEHALL FDS EM MK GOV BD ETF $00.00%0 -18-100.0% -$1,182 清仓
— DOMO INC COM CL B $00.00%0 -386-100.0% -$1,181 清仓
— SLEEP NUMBER CORP COM $00.00%0 -612-100.0% -$1,099 清仓
— HALEON PLC ORD SHS $00.00%0 -207-100.0% -$1,031 清仓
— KORU MEDICAL SYSTEMS INC COM $00.00%0 -238-100.0% -$1,028 清仓
— GAMBLING COM GROUP LIMITED ORDINARY SHARES $00.00%0 -224-100.0% -$869 清仓
— CLICKS GROUP LTD SPONSORED ADR $00.00%0 -25-100.0% -$866 清仓
— MARINE PRODS CORP COM $00.00%0 -99-100.0% -$720 清仓
— THE BEAUTY HEALTH COMPANY COM CL A $00.00%0 -788-100.0% -$701 清仓
IKT INHIBIKASE THERAPEUTICS INC COM NEW $00.00%0 -411-100.0% -$690 清仓
TSLX SIXTH STREET SPECIALTY LENDING COM $00.00%0 -37-100.0% -$680 清仓
— LINKBANCORP INC COM $00.00%0 -78-100.0% -$651 清仓
SANA SANA BIOTECHNOLOGY INC COM $00.00%0 -222-100.0% -$639 清仓
— EGAIN CORP COM NEW $00.00%0 -80-100.0% -$631 清仓
— NEONODE INC COM PAR $00.00%0 -447-100.0% -$626 清仓
— J JILL INC COM $00.00%0 -52-100.0% -$596 清仓
— HIREQUEST INC COM $00.00%0 -59-100.0% -$589 清仓
MNKD MANNKIND CORP COM NEW $00.00%0 -228-100.0% -$559 清仓
— ATLANTIC INTL CORP COM $00.00%0 -176-100.0% -$533 清仓
— AKEBIA THREAPEUTICS INC COM $00.00%0 -382-100.0% -$531 清仓
— EIGHTCO HOLDINGS INC COM $00.00%0 -564-100.0% -$526 清仓
— ADDEX THERAPEUTICS LTD SPONSORED ADS $00.00%0 -81-100.0% -$509 清仓
— JOURNEY MED CORP COM $00.00%0 -101-100.0% -$474 清仓
— IMMUTEP LTD SPONSORED ADS $00.00%0 -1,334-100.0% -$468 清仓
— ZSPACE INC COM $00.00%0 -4,008-100.0% -$455 清仓
— NEW FORTRESS ENERGY INC COM CL A $00.00%0 -771-100.0% -$455 清仓
— PRADA SPA UNSPONSORED ADR $00.00%0 -46-100.0% -$438 清仓
— PURPLE BIOTECH LTD SPONSORED ADS $00.00%0 -108-100.0% -$436 清仓
— EMPIRE PETE CORP COM $00.00%0 -146-100.0% -$432 清仓
— PRAIRIE OPER CO COM $00.00%0 -195-100.0% -$396 清仓
— HEALTH CATALYST INC COM $00.00%0 -307-100.0% -$390 清仓
— TREACE MED CONCEPTS INC COM $00.00%0 -289-100.0% -$387 清仓
— SWK HLDGS CORP COM NEW $00.00%0 -20-100.0% -$340 清仓
— BIOTE CORP CLASS A COM $00.00%0 -251-100.0% -$339 清仓
OSG OCTAVE SPECIALTY GROUP INC COM NEW $00.00%0 -72-100.0% -$335 清仓
— CLIPPER RLTY INC COM $00.00%0 -110-100.0% -$332 清仓
— FINWARD BANCORP COM $00.00%0 -9-100.0% -$327 清仓
— CITIZENS INC CL A $00.00%0 -65-100.0% -$327 清仓
— ACCURAY INC DEL COM $00.00%0 -775-100.0% -$301 清仓
— HAIN CELESTIAL GROUP INC COM $00.00%0 -336-100.0% -$234 清仓
— SANUWAVE HEALTH INC COM $00.00%0 -13-100.0% -$225 清仓
ZIM ZIM INTEGRATED SHIPPING SERV SHS $00.00%0 -8-100.0% -$211 清仓
— TTEC HLDGS INC COM $00.00%0 -83-100.0% -$208 清仓
— REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES $00.00%0 -8-100.0% -$203 清仓
— MAZDA MTR CORP UNSPONSORD ADR $00.00%0 -58-100.0% -$193 清仓
— TILRAY BRANDS INC COM $00.00%0 -29-100.0% -$188 清仓
FTK FLOTEK INDUSTRIES INC COM NEW $00.00%0 -11-100.0% -$187 清仓
— STEREOTAXIS INC COM NEW $00.00%0 -98-100.0% -$180 清仓
JCAP JEFFERSON CAPITAL INC COM $00.00%0 -9-100.0% -$173 清仓
RR RICHTECH ROBOTICS INC CL B $00.00%0 -80-100.0% -$167 清仓
— MTRON INDS INC RT EXP 041526 $00.00%0 -67-100.0% -$141 清仓
PAY PAYMENTUS HOLDINGS INC COM CL A $00.00%0 -5-100.0% -$127 清仓
AIV APARTMENT INVT MGMT CO CL A $00.00%0 -27-100.0% -$110 清仓
— EVOTEC AG SPONSORED ADS $00.00%0 -44-100.0% -$110 清仓
— BARK INC COM $00.00%0 -194-100.0% -$98 清仓
NTSK NETSKOPE INC CL A $00.00%0 -10-100.0% -$85 清仓
ARCO ARCOS DORADOS HLDGS INC SHS CLASS A $00.00%0 -10-100.0% -$83 清仓
— INHIBRX INC COM CVR RIGHT from 45720L107 $00.00%10 00.0% — 重新持有
— CONSTELLATION SOFTWARE INC WT EXP 033140 $00.00%78 -4-4.9% — 重新持有
— Rain Oncology Inc SHS $00.00%500 500— — 新建仓
— ONCOURSE TECHNOLOGIES INC PAR $00.00%133 00.0% — 重新持有
— HOLOGIC INC COM CVR from 436440101 $00.00%15,678 15,678— — 新建仓
— VERVE THERAPEUTICS INC CVR from 92539P101 $00.00%257 00.0% — 重新持有
— Cartesian Therapeutics Inc USD0 0001 SUBS RTS $00.00%237 00.0% — 重新持有
— AVADEL PHARMACEUTICALS CVR from G29687103 $00.00%646 646— — 新建仓
— TREEHOUSE FOODS INC COM CVR from 89469A104 $00.00%5,346 5,346— — 新建仓
— 89BIO INC CVR from 282559103 $00.00%1,126 00.0% — 重新持有
— METSERA INC CVR from 59267L107 $00.00%707 00.0% — 重新持有
— Abiomed Inc USD0 01 SUBS RTS $00.00%98 55.4% — 重新持有
— SPECTRUM PHARMACEUTICALS INC CVR RIGHT FROM $00.00%6,248 00.0% — 重新持有
— CONCENTRA BIOSCIENCES LLC NON TRANSFERABLE $00.00%292 00.0% — 重新持有
— RESOLUTE FST PRODS INC CVR Right from 76117W109 $00.00%92 00.0% — 重新持有
— ARCELLX INC CVR from 03940C100 $00.00%460 460— — 新建仓
— VAPE HLDGS INC COM $00.00%45 00.0% — 重新持有
— Retail Value Inc SHS $00.00%1 1— — 新建仓
— WAYLAND GROUP CORP COM $00.00%500 00.0% — 重新持有
— SAGE THERAPEUTICS INC COM CVR from 78667J108 $00.00%338 00.0% — 重新持有
— APELLIS PHARMACEUTICALS CVR from 03753U106 $00.00%981 981— — 新建仓
— Radius Health Inc SHS $00.00%2 00.0% — 重新持有
— OmniAb Inc USD0 0001 A (USD15 VESTING) $00.00%232 00.0% — 重新持有
— CONTRA MIRATI THERAPEU NPV from 60468T105 $00.00%223 00.0% — 重新持有
— FUSION PHARMACEUTICALS INC CVR from 36118A100 $00.00%14 00.0% — 重新持有
— SPYGLASS RES CORP COM $00.00%31 00.0% — 重新持有
— AKERO THERAPEUTICS INC CVR from 00973Y108 $00.00%452 00.0% — 重新持有
— POSEIDA THERAPEUTICS INC COM RIGHT from $00.00%42 00.0% — 重新持有
— BLAZING STAR PARENT LLC DIVESTED ASSET PROCEED $00.00%41,647 -257-0.6% — 重新持有
— LEHMAN BROS HLDGS CAP TR PFD SER M 6 $00.00%133 00.0% — 重新持有
— OmniAb Inc USD0 0001 A (USD12 5 VESTING) $00.00%242 00.0% — 重新持有