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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
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 9.97%
0.25%
$2.921M
5,597 shares@ $521.96 avg price
COPConocophillips Com
Recent Activity
Increased 37.97%
0.24%
$2.789M
28,123 shares@ $99.18 avg price
MSMorgan Stanley Com New
Recent Activity
Increased 9.06%
0.24%
$2.785M
22,152 shares@ $125.72 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Increased 10.54%
0.23%
$2.688M
22,338 shares@ $120.35 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 7.67%
0.23%
$2.591M
8,937 shares@ $289.9 avg price
DISDisney Walt Co Com
Recent Activity
Increased 16.77%
0.22%
$2.558M
22,974 shares@ $111.36 avg price
INTUIntuit Com
Recent Activity
Increased 5.48%
0.22%
$2.544M
4,048 shares@ $628.5 avg price
APHAmphenol Corp New Cl A
Recent Activity
Increased 15.14%
0.22%
$2.47M
35,570 shares@ $69.46 avg price
IWDIshares Tr Rus 1000 Val Etf
Recent Activity
Increased 34.12%
0.22%
$2.468M
13,332 shares@ $185.13 avg price
LINLinde Plc Shs
Recent Activity
Increased 6.18%
0.21%
$2.448M
5,848 shares@ $418.67 avg price