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Lorraine Wang

@Gamma Investing Llc

Latest period2024 - Q4ReportedManaged Assets$1.173BTotal holdings3776
Assets growth rate16.3%Assets growth rate (2-Q avg)26.88%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gamma Investing Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3776 positions.

Assets under management

The assets under management (AUM) of Gamma Investing Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.173B in assets, with a quarterly growth rate of 16.3% and a 2-quarter average growth rate of 26.88%. The portfolio is managed by Lorraine Wang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MUBIshares Tr National Mun Etf
Recent Activity
Increased 13.76%
1.04%
$12.19M
114,407 shares@ $106.56 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 15.2%
1.04%
$12.112M
38,325 shares@ $316.04 avg price
IEMGIshares Inc Core Msci Emkt
Recent Activity
Increased 6.79%
0.95%
$11.067M
211,923 shares@ $52.22 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 9.36%
0.87%
$10.172M
22,441 shares@ $453.28 avg price
HDHome Depot Inc Com
Recent Activity
Increased 19.38%
0.87%
$10.134M
26,052 shares@ $389.0 avg price
SUBIshares Tr Shrt Nat Mun Etf
Recent Activity
Increased 17.02%
0.74%
$8.596M
81,492 shares@ $105.48 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 2.48%
0.64%
$7.461M
14,749 shares@ $505.86 avg price
NFLXNetflix Inc Com
Recent Activity
Increased 13.22%
0.62%
$7.184M
8,060 shares@ $891.32 avg price
WMTWalmart Inc Com
Recent Activity
Increased 10.8%
0.62%
$7.176M
79,422 shares@ $90.36 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 15.03%
0.6%
$7.02M
7,662 shares@ $916.28 avg price