Gamma Investing LLC Portfolio Changes: Strategic Shifts in Technology & ETF Holdings for Q2 2026

Gamma Investing LLC has released its latest portfolio data for the period ending June 30, 2026. The fund manager's total assets under management (AUM) reached $2.6 billion during this quarter.

The investor's current holdings are dominated by Technology stocks and ETFs. Among individual equities, NVIDIA Corporation (NVDA) stands out with a substantial portfolio allocation of 5.08%, followed closely by Apple Inc. (AAPL) at 4.49% and Microsoft Corp (MSFT) at 2.76%. The fund also holds significant exposure to Amazon.com Inc. (AMZN) at 2.32%.

For those interested in exploring Gamma Investing LLC's investment profile further, you can visit their institutional profile page: https://www.insiderset.com/institutions/gamma-investing-llc.

Examining the changes in Gamma Investing's portfolio this quarter reveals a clear pattern of strategic buying and selling. The fund has increased its positions significantly across several sectors, particularly Technology.

Prominent Purchases This Quarter

The most notable purchase appears to be KLA Corporation (KLAC), where the position grew by an extraordinary 959% in terms of stock value change. The fund acquired a considerable number of shares, boosting its portfolio allocation for KLAC to 0.42%. This significant increase suggests strong confidence in this semiconductor equipment maker.

Additionally, Gamma Investing increased its holdings in several exchange-traded funds (ETFs). Ishares TR National Muni ETF (MUB) saw a substantial share increase of 17.4%, while Ishares TR Short Maturity Muni ETF (SUB) experienced an even more dramatic growth spurt with a 235.5% change in shares and a significant value increase, resulting in a portfolio allocation of just over 0.88%. The fund also added to its position in the SPDR Series Trust ST Short Corporate ETF SBP (SPSB), increasing shares by 28.27%, which now accounts for approximately 0.53% of the total portfolio.

Furthermore, purchases were noted in other sectors through ETFs like Ishares MSCI China ETF (EWC) and Vanguard Intermediate Bond Fund (BIV). The fund increased its EWC allocation by 26.78%, adding $882k to this position which now represents about 0.33% of the portfolio.

Other significant buys included positions in ADP, VTV, and MRVL, although specific details for these were not provided beyond their classification as ETFs or individual stocks with known sectors.

Notable Sales This Quarter

In contrast to the buying activity, Gamma Investing also divested from certain holdings during Q2 2026. One of the most significant reductions was in ATT Inc. (T), where shares decreased by 13.59%. The fund sold off this stock completely, reducing its portfolio allocation percentage for T to just 0.15%.

Additionally, the investor exited positions in TRMB, PTC, IT, BMO, and UHS entirely during this quarter, as these holdings showed negative changes in shares from the prior period.

The presence of both large buys and large sells indicates a dynamic investment strategy focused on capitalizing on market opportunities while managing risk by exiting underperforming or overvalued positions.

For more detailed information about specific stock movements, you can explore individual company profiles linked here: KLA Corporation, AT T Inc..

Portfolio Structure and Risk Assessment

The portfolio's structure shows diversification across various sectors, with Technology being the largest allocation at 28.76% of total value ($747M). This is followed by Financial Services (11.37%), Industrials (8.71%), and other significant allocations in Consumer Cyclical, Communication Services, Healthcare, Energy, Utilities, and Unknown sectors.

The presence of large buy transactions suggests Gamma Investing identified attractive opportunities this quarter, while the large sell activities indicate a risk management approach or a shift away from certain areas perceived as less favorable. The fund's strategy appears to involve concentrated bets on high-growth Technology names alongside selective exposure to Municipal Bonds and other ETFs.

It is important to note that some holdings experienced changes but are not listed among the significant buys or sells, such as IWF which saw a substantial increase in shares (308.3%) but was already included in the top holdings list with an allocation of 0.22%.

For further analysis on Gamma Investing's portfolio composition and sector allocations, you can refer to their detailed reports available at their institutional page.