GAMMA Investing LLC

FOSTER CITY, CA · CIK 2010235 · 13F filing filed 2026-07-07

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$2.3bn
Staff7 · 7 in investment roles
Main clients (by assets)Other advisers 100%
Websitegammainvesting.com
Form ADV · 2026-03-13SEC adviser record

Others nearbySan Mateo, CA

$2.7bn reported value +25.5% vs Q1 2026

4,173positions

25.4%in top 10

196 new 2,353 added 1,121 reduced 133 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	682,255	$136.5m5.08%	5.08%	Added +58.5k	+58,530 9.4%
2	APPLE INC COM AAPL	AAPL	417,210	$120.7m4.49%	4.49%	Added +43.8k	+43,839 11.7%
3	MICROSOFT CORP COM MSFT	MSFT	199,013	$74.2m2.76%	2.76%	Added +19.4k	+19,352 10.8%
4	AMAZON COM INC COM AMZN	AMZN	261,491	$62.3m2.32%	2.32%	Added +31.9k	+31,872 13.9%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	174,106	$62.2m2.32%	2.32%	Added +18.6k	+18,578 11.9%
6	BROADCOM INC COM AVGO	AVGO	150,698	$56.9m2.12%	2.12%	Added +14.0k	+14,018 10.3%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	135,341	$47.8m1.78%	1.78%	Added +12.0k	+12,040 9.8%
8	ISHARES INC CORE MSCI EMKT IEMG	IEMG	532,958	$44.2m1.64%	1.64%	Added +109.2k	+109,164 25.8%
9	MICRON TECHNOLOGY INC COM MU	MU	33,841	$39.1m1.45%	1.45%	Added +5.3k	+5,334 18.7%
10	JPMORGAN CHASE & CO COM JPM	JPM	114,132	$37.4m1.39%	1.39%	Added +7.1k	+7,067 6.6%
11	META PLATFORMS INC CL A META	META	55,991	$31.5m1.17%	1.17%	Added +3.9k	+3,939 7.6%
12	ELI LILLY & CO COM LLY	LLY	25,845	$31.0m1.15%	1.15%	Added +3.2k	+3,238 14.3%
13	TESLA INC COM TSLA	TSLA	70,538	$29.7m1.10%	1.10%	Added +8.2k	+8,205 13.2%
14	ISHARES TR NATIONAL MUN ETF MUB	MUB	250,754	$27.0m1.00%	1.00%	Added +37.2k	+37,161 17.4%
15	ADVANCED MICRO DEVICES INC COM AMD	AMD	41,702	$24.2m0.90%	0.90%	Added +7.7k	+7,725 22.7%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	48,397	$24.2m0.90%	0.90%	Added +6.6k	+6,643 15.9%
17	ISHARES TR SHRT NAT MUN ETF SUB	SUB	221,849	$23.6m0.88%	0.88%	Added +42.3k	+42,291 23.6%
18	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	298,924	$22.9m0.85%	0.85%	Added +32.9k	+32,907 12.4%
19	VISA INC COM CL A V	V	60,455	$20.7m0.77%	0.77%	Added +7.9k	+7,881 15.0%
20	JOHNSON & JOHNSON COM JNJ	JNJ	78,530	$19.9m0.74%	0.74%	Added +6.5k	+6,508 9.0%
21	APPLIED MATLS INC COM AMAT	AMAT	24,813	$17.9m0.67%	0.67%	Added +2.2k	+2,247 10.0%
22	LAM RESEARCH CORP COM NEW LRCX	LRCX	39,912	$17.3m0.64%	0.64%	Added +4.1k	+4,075 11.4%
23	ABBVIE INC COM ABBV	ABBV	68,002	$17.1m0.64%	0.64%	Added +5.1k	+5,149 8.2%
24	EXXON MOBIL CORP COM XOM	XOM	124,605	$17.0m0.63%	0.63%	Added +3.1k	+3,108 2.6%
25	CISCO SYS INC COM CSCO	CSCO	142,415	$16.7m0.62%	0.62%	Added +10.7k	+10,724 8.1%
26	WALMART INC COM WMT	WMT	146,221	$16.6m0.62%	0.62%	Added +5.7k	+5,715 4.1%
27	INTEL CORP COM INTC	INTC	113,634	$15.9m0.59%	0.59%	Added +26.4k	+26,426 30.3%
28	CATERPILLAR INC COM CAT	CAT	14,723	$15.7m0.58%	0.58%	Added +707	+707 5.0%
29	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	476,603	$14.3m0.53%	0.53%	Added +105.0k	+105,042 28.3%
30	SANDISK CORP COM SNDK	SNDK	5,781	$13.1m0.49%	0.49%	Added +1.0k	+1,008 21.1%
31	HOME DEPOT INC COM HD	HD	35,571	$12.5m0.47%	0.47%	Added +3.1k	+3,065 9.4%
32	UNITEDHEALTH GROUP INC COM UNH	UNH	30,011	$12.5m0.46%	0.46%	Added +8.3k	+8,315 38.3%
33	MERCK & CO INC COM MRK	MRK	94,992	$12.2m0.45%	0.45%	Added +5.7k	+5,736 6.4%
34	COSTCO WHSL CORP NEW COM COST	COST	12,763	$11.9m0.44%	0.44%	Added +952	+952 8.1%
35	GE AEROSPACE COM NEW GE	GE	31,192	$11.7m0.43%	0.43%	Added +3.2k	+3,238 11.6%
36	MASTERCARD INCORPORATED CL A MA	MA	22,581	$11.6m0.43%	0.43%	Added +2.1k	+2,085 10.2%
37	KLA CORP COM NEW KLAC	KLAC	37,363	$11.3m0.42%	0.42%	Added +2.1k	+2,083 5.9%
38	GE VERNOVA INC COM GEV	GEV	9,336	$11.0m0.41%	0.41%	Added +874	+874 10.3%
39	GOLDMAN SACHS GROUP INC COM GS	GS	10,612	$10.7m0.40%	0.40%	Added +1.1k	+1,051 11.0%
40	COCA COLA CO COM KO	KO	131,706	$10.7m0.40%	0.40%	Added +11.2k	+11,154 9.2%
41	BANK AMERICA CORP COM BAC	BAC	175,459	$10.0m0.37%	0.37%	Added +27.3k	+27,339 18.5%
42	AMPHENOL CORP CL A APH	APH	54,882	$9.7m0.36%	0.36%	Added +2.6k	+2,577 4.9%
43	PALO ALTO NETWORKS INC COM PANW	PANW	27,094	$9.2m0.34%	0.34%	Added +4.5k	+4,461 19.7%
44	RTX CORPORATION COM RTX	RTX	46,995	$8.9m0.33%	0.33%	Added +1.6k	+1,587 3.5%
45	PHILIP MORRIS INTL INC COM PM	PM	49,012	$8.9m0.33%	0.33%	Added +4.3k	+4,335 9.7%
46	CHEVRON CORP NEW COM CVX	CVX	53,368	$8.8m0.33%	0.33%	Added +2.9k	+2,910 5.8%
47	PROCTER AND GAMBLE CO COM PG	PG	60,218	$8.8m0.33%	0.33%	Added +6.2k	+6,169 11.4%
48	ISHARES INC MSCI CDA ETF EWC	EWC	153,123	$8.8m0.33%	0.33%	Added +32.3k	+32,344 26.8%
49	MORGAN STANLEY COM NEW MS	MS	39,630	$8.3m0.31%	0.31%	Added +4.5k	+4,523 12.9%
50	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,756	$8.1m0.30%	0.30%	Added +4.0k	+4,048 16.4%
51	NETFLIX INC COM NFLX	NFLX	112,063	$8.0m0.30%	0.30%	Reduced -11.4k	-11,402 -9.2%
52	WESTERN DIGITAL CORP COM WDC	WDC	12,524	$8.0m0.30%	0.30%	Added +27	+27 0.2%
53	TEXAS INSTRS INC COM TXN	TXN	26,694	$8.0m0.30%	0.30%	Added +3.9k	+3,945 17.3%
54	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	16,088	$7.7m0.29%	0.29%	Added +396	+396 2.5%
55	CITIGROUP INC COM NEW C	C	54,775	$7.7m0.29%	0.29%	Added +5.4k	+5,397 10.9%
56	ORACLE CORP COM ORCL	ORCL	52,263	$7.7m0.29%	0.29%	Added +7.5k	+7,476 16.7%
57	ISHARES TR MSCI CHINA ETF MCHI	MCHI	147,894	$7.5m0.28%	0.28%	Reduced -25.2k	-25,212 -14.6%
58	EATON CORP PLC SHS ETN	ETN	16,695	$7.1m0.26%	0.26%	Added +825	+825 5.2%
59	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,435	$7.0m0.26%	0.26%	Reduced -194	-194 -2.0%
60	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,499	$7.0m0.26%	0.26%	Added +179	+179 5.4%
61	PEPSICO INC COM PEP	PEP	51,194	$6.9m0.26%	0.26%	Reduced -1.6k	-1,639 -3.1%
62	ANALOG DEVICES INC COM ADI	ADI	17,344	$6.9m0.26%	0.26%	Added +1.3k	+1,340 8.4%
63	AMGEN INC COM AMGN	AMGN	18,395	$6.7m0.25%	0.25%	Added +1.0k	+1,012 5.8%
64	ISHARES TR CORE DIV GRWTH DGRO	DGRO	85,103	$6.4m0.24%	0.24%	Reduced -225	-225 -0.3%
65	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	6,613	$6.4m0.24%	0.24%	Added +62	+62 0.9%
66	ARISTA NETWORKS INC COM SHS ANET	ANET	35,677	$6.1m0.23%	0.23%	Added +5.0k	+5,019 16.4%
67	WELLS FARGO CO NEW COM WFC	WFC	71,515	$5.9m0.22%	0.22%	Added +9.0k	+8,969 14.3%
68	ISHARES TR RUS 1000 GRW ETF IWF	IWF	47,583	$5.9m0.22%	0.22%	Added +967	+967 2.1%
69	ISHARES TR CORE S&P500 ETF IVV	IVV	7,859	$5.9m0.22%	0.22%	Added +1.3k	+1,284 19.5%
70	TJX COS INC NEW COM TJX	TJX	38,264	$5.8m0.22%	0.22%	Added +2.0k	+2,012 5.5%
71	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	24,825	$5.6m0.21%	0.21%	Added +9.7k	+9,709 64.2%
72	AMERICAN EXPRESS CO COM AXP	AXP	16,011	$5.4m0.20%	0.20%	Added +1.9k	+1,918 13.6%
73	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	7,053	$5.4m0.20%	0.20%	Added +1.1k	+1,053 17.6%
74	NEXTERA ENERGY INC COM NEE	NEE	60,648	$5.3m0.20%	0.20%	Added +4.4k	+4,358 7.7%
75	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	45,195	$5.3m0.20%	0.20%	Reduced -3.2k	-3,181 -6.6%
76	MCDONALDS CORP COM MCD	MCD	19,421	$5.2m0.20%	0.20%	Reduced -2.7k	-2,692 -12.2%
77	CORNING INC COM GLW	GLW	20,422	$5.2m0.19%	0.19%	Added +787	+787 4.0%
78	QUALCOMM INC COM QCOM	QCOM	28,085	$5.2m0.19%	0.19%	Added +6.0k	+6,033 27.4%
79	BLACKROCK INC COM BLK	BLK	5,381	$5.2m0.19%	0.19%	Added +535	+535 11.0%
80	SCHWAB CHARLES CORP COM SCHW	SCHW	55,827	$5.2m0.19%	0.19%	Added +9.5k	+9,496 20.5%
81	DELL TECHNOLOGIES INC CL C DELL	DELL	11,921	$5.1m0.19%	0.19%	Added +1.1k	+1,097 10.1%
82	LINDE PLC SHS LIN	LIN	9,893	$5.1m0.19%	0.19%	Added +1.9k	+1,907 23.9%
83	VANGUARD INDEX FDS VALUE ETF VTV	VTV	22,853	$5.0m0.19%	0.19%	Added +7.9k	+7,941 53.2%
84	ABBOTT LABS COM ABT	ABT	54,716	$5.0m0.18%	0.18%	Added +4.0k	+3,964 7.8%
85	CONOCOPHILLIPS COM COP	COP	46,042	$4.8m0.18%	0.18%	Added +2.4k	+2,374 5.4%
86	MARVELL TECHNOLOGY INC COM MRVL	MRVL	15,821	$4.7m0.18%	0.18%	Added +6.8k	+6,788 75.2%
87	ISHARES TR RUS 1000 VAL ETF IWD	IWD	19,024	$4.6m0.17%	0.17%	Added +1.6k	+1,551 8.9%
88	UNION PAC CORP COM UNP	UNP	16,582	$4.5m0.17%	0.17%	Added +2.8k	+2,829 20.6%
89	ALTRIA GROUP INC COM MO	MO	61,938	$4.5m0.17%	0.17%	Added +3.8k	+3,767 6.5%
90	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	8,872	$4.4m0.17%	0.17%	Added +279	+279 3.2%
91	AMERICAN ELEC PWR CO INC COM AEP	AEP	32,204	$4.4m0.16%	0.16%	Added +2.3k	+2,289 7.7%
92	GILEAD SCIENCES INC COM GILD	GILD	34,746	$4.4m0.16%	0.16%	Added +598	+598 1.8%
93	FORTINET INC COM FTNT	FTNT	28,566	$4.4m0.16%	0.16%	Added +1.6k	+1,646 6.1%
94	TRAVELERS COMPANIES INC COM TRV	TRV	13,262	$4.4m0.16%	0.16%	Added +1.1k	+1,127 9.3%
95	DEERE & CO COM DE	DE	6,866	$4.4m0.16%	0.16%	Added +705	+705 11.4%
96	WILLIAMS COS INC COM WMB	WMB	58,171	$4.3m0.16%	0.16%	Added +7.3k	+7,302 14.3%
97	HOWMET AEROSPACE INC COM HWM	HWM	16,025	$4.3m0.16%	0.16%	Added +1.8k	+1,828 12.9%
98	CAPITAL ONE FINL CORP COM COF	COF	21,295	$4.3m0.16%	0.16%	Added +3.4k	+3,389 18.9%
99	PARKER-HANNIFIN CORP COM PH	PH	4,342	$4.2m0.16%	0.16%	Added +320	+320 8.0%
100	WOODWARD INC COM WWD	WWD	9,969	$4.2m0.16%	0.16%	Added +212	+212 2.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COTERRA ENERGY INC CTRA	CTRA	34,796	$1.2m34.8k shares
HOLOGIC INC HOLX	HOLX	15,695	$1.2m15.7k shares
DUPONT DE NEMOURS INC DWDP	DWDP	7,705	$1.1m7.7k shares
CARNIVAL CORP		34,395	$890.1k34.4k shares
AIR LEASE CORP AL	AL	7,763	$504.1k7.8k shares
PROASSURANCE CORP PRA	PRA	17,196	$425.1k17.2k shares
CLEARWAY ENERGY INC		8,154	$319.4k8.2k shares
SEALED AIR CORP NEW		6,934	$291.6k6.9k shares
CSG SYS INTL INC		3,220	$257.4k3.2k shares
ASCENDIS PHARMA A/S		957	$218.9k957 shares
TRI POINTE HOMES INC TPH	TPH	4,635	$216.6k4.6k shares
BLACKROCK ETF TRUST II CALI	CALI	3,870	$195.2k3.9k shares
KENNEDY-WILSON HOLDINGS INC KW	KW	17,874	$193.4k17.9k shares
PEAKSTONE REALTY TRUST PKST	PKST	9,052	$189.1k9.1k shares
CENTESSA PHARMACEUTICALS PLC		3,980	$158.1k4.0k shares
CARNIVAL PLC CUK	CUK	5,612	$144.6k5.6k shares
ENVIRI CORP		6,928	$135.9k6.9k shares
SUN CTRY AIRLS HLDGS INC SNCY	SNCY	7,781	$128.5k7.8k shares
THOMSON REUTERS CORP		1,397	$125.7k1.4k shares
MASIMO CORP MASI	MASI	586	$104.2k586 shares
RIGHTMOVE PLC FFORWARD SPLIT WITH STOCK SPLIT SHARES RTMVY	RTMVY	8,664	$98.7k8.7k shares
CLEARWATER ANALYTICS HLDGS I		4,078	$96.4k4.1k shares
KYOCERA CORP		5,318	$81.7k5.3k shares
MISTER CAR WASH INC		11,676	$81.4k11.7k shares
GREAT LAKES DREDGE & DOCK CO GLDD	GLDD	3,996	$67.9k4.0k shares