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CIK: 0002010235
Total reported value
$2.7B
$2.7B
3321 檔
3.0%
During the Q1 2024 filing period, GAMMA Investing LLC (CIK: 0002010235) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 3321 reported positions.
In Q1 2024, GAMMA Investing LLC displayed an active expansion posture, initiating 10 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3321 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.35% | +21.00% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | — | +26.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.07% | +9.99% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | +0.09% | +24.01% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.29% | -0.08% | +8.55% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | -0.22% | +22.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.23% | +22.61% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 1.26% | -0.06% | +13.95% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | +0.03% | +19.64% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.14% | +13.57% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.13% | +19.04% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | +0.26% | +44.26% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.18% | +16.42% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.03% | +12.66% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.03% | +27.57% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 0.93% | -0.01% | +7.08% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.33% | +36.69% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | -0.05% | +18.19% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | — | +18.94% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.08% | +16.63% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.63% | +0.14% | +15.81% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.05% | +24.22% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.11% | +21.21% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.55% | -0.04% | +835.75% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.19% | +11.28% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.03% | +23.12% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | -0.11% | +58.01% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.12% | +17.09% | |
| 29 | GE | General Electric | Stock-Industrials | 0.48% | +0.06% | +13.42% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.03% | +15.98% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.03% | +16.76% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | +128.87% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.58% | +24.93% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.16% | +43.42% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.06% | +10.04% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.25% | +24.05% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.39% | — | +3.62% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.20% | +266.44% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.39% | -0.09% | +24.42% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.12% | +17.64% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.03% | +24.13% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.02% | -2.38% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | -0.03% | +22.55% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | -0.01% | +20.64% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | +0.02% | +85.55% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.32% | -0.03% | +15.47% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.30% | +0.01% | +42.42% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.29% | -0.06% | +21.78% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.12% | +6.94% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.29% | -0.01% | +20.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +26.27% | Add |
| 2 | DGRO | Ishares Core Dividend Growth | +0.5% | +835.75% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +22.07% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +128.87% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +24.01% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +458.94% | Add |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1789.02% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +44.26% | Add |
| 9 | PFF | Ishares Preferred & Income S | +0.2% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +192.48% | Add |
| 11 | IWD | Ishares Russell 1000 Value E | +0.2% | +219.87% | Add |
| 12 | MCHI | Ishares Msci China ETF | +0.1% | +159.44% | Add |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1495.79% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +36.69% | Add |
| 15 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +147.46% | Add |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +120.81% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +85.55% | Add |
| 18 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.1% | NEW | New buy |
| 19 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.1% | NEW | New buy |
| 20 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.1% | NEW | New buy |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | NEW | New buy |
| 22 | IBHE | Ishares Ibonds 2025 H/y Inc | +0.1% | NEW | New buy |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | NEW | New buy |
| 24 | IBHD | Ishares Ibonds 2024 H/y Inc | +0.1% | NEW | New buy |
| 25 | IBDP | Ishares Ibonds Dec 2024 Term | +0.1% | NEW | New buy |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | NEW | New buy |
| 27 | VTV | Vanguard Value ETF | +0.1% | +166.01% | Add |
| 28 | BIV | Vanguard Intermediate-term B | +0.1% | +58.01% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +16.42% | Add |
| 30 | CVX | Chevron CORP | +0.1% | +43.42% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +27.57% | Add |
| 32 | GE | General Electric | +0.1% | +13.42% | Add |
| 33 | DIS | Walt Disney Co/the | 0% | +20.64% | Add |
| 34 | CAT | Caterpillar Inc | 0% | +17.64% | Add |
| 35 | COP | Conocophillips | 0% | +24.42% | Add |
| 36 | ABBV | Abbvie Inc | — | +18.94% | Add |
| 37 | MA | Mastercard Inc - A | — | +24.22% | Add |
| 38 | AMD | Advanced Micro Devices | — | +24.93% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | +22.61% | Add |
| 40 | COST | Costco Wholesale CORP | 0% | +21.21% | Add |
| 41 | PG | Procter & Gamble Co/the | 0% | +23.12% | Add |
| 42 | BAC | Bank Of America CORP | 0% | +15.98% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | +18.19% | Add |
| 44 | GOOG | Alphabet Inc-cl C | 0% | +19.04% | Add |
| 45 | AVGO | Broadcom Inc | -0.1% | +13.57% | Add |
| 46 | HD | Home Depot Inc | -0.1% | +12.66% | Add |
| 47 | V | Visa Inc-class A Shares | -0.1% | +19.64% | Add |
| 48 | JPM | Jpmorgan Chase & Co | -0.2% | +8.55% | Add |
| 49 | MSFT | Microsoft CORP | -0.2% | +21.00% | Add |
| 50 | MUB | Ishares National Muni Bond E | -0.2% | +13.95% | Add |
According to official SEC Form 13F filings, GAMMA Investing LLC reported a total U.S. public equity portfolio value of $2.7B across 3321 disclosed positions in Q1 2024.
During Q1 2024, GAMMA Investing LLC's top holdings by market value included MSFT (4.9%)、NVDA (3.5%)、AAPL (3.0%). The largest single position, MSFT, represented 4.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 3.0% of total reported equity market value during Q1 2024.
Top New Position Initiated
PFF
市值: $808.3K
In Q1 2024, GAMMA Investing LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 40 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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