Gamma Investing LLC Software—Infrastructure

Gamma Investing LLC

$1.17 Trillion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HCP Hashi Corp, Inc.	$2.53B	$23.9 Million 0.0% of portfolio	698	Q4 2024 Added 0.87%
NTCT Netscout Systems Inc	$1.64B	$22.4 Million 0.0% of portfolio	1,035	Q4 2024 Added 30.85%
PATH Ui Path, Inc.	$6.5B	$20.2 Million 0.0% of portfolio	1,591	Q4 2024 Added 19.0%
VRNT Verint Systems Inc	$2.13B	$15.8 Million 0.0% of portfolio	574	Q4 2024 Added 3.61%
FIVN Five9, Inc.	$2.79B	$15 Million 0.0% of portfolio	369	Q4 2024 Added 66.97%
CYBR Cyber Ark Software Ltd.	$14.6B	$15 Million 0.0% of portfolio	45	Q4 2024 Added 87.5%
RELY Remitly Global, Inc.	$3.87B	$13.9 Million 0.0% of portfolio	615	Q4 2024 Added 48.91%
VRNS Varonis Systems Inc	$4.87B	$12.9 Million 0.0% of portfolio	290	Q4 2024 Reduced 29.1%
GCT Giga Cloud Technology Inc.	$288M	$10.4 Million 0.0% of portfolio	-	Q4 2024 Added 81.55%
EVTC Evertec, Inc.	$2.14B	$10.3 Million 0.0% of portfolio	298	Q4 2024 Added 73.26%
RPD Rapid7, Inc.	$2.28B	$10.2 Million 0.0% of portfolio	253	Q4 2024 Added 24.02%
EVCM Ever Commerce Inc.	$2.01B	$8.35 Million 0.0% of portfolio	758	Q4 2024 Added 45.77%
DOCN Digital Ocean Holdings, Inc.	$3.89B	$8.31 Million 0.0% of portfolio	244	Q4 2024 Reduced 57.71%
TENB Tenable Holdings, Inc.	$4.88B	$7.84 Million 0.0% of portfolio	199	Q4 2024 Added 39.16%
APPN Appian Corp	$1.37B	$7.32 Million 0.0% of portfolio	222	Q4 2024 Reduced 19.27%
S Sentinel One, Inc.	$4.77B	$7.02 Million 0.0% of portfolio	316	Q4 2024 Added 62.89%
AVDX Avid Xchange Holdings, Inc.	$2.08B	$4.6 Million 0.0% of portfolio	445	Q4 2024 Added 28.24%
IOT Samsara Inc.	$5.34B	$2.88 Million 0.0% of portfolio	66	Q4 2024 Added 32.0%
IMXI International Money Express, Inc.	$742M	$1.67 Million 0.0% of portfolio	80	Q4 2024 Added 166.67%
PAGS Pag Seguro Digital Ltd.	$2.21B	$1.51 Million 0.0% of portfolio	241	Q4 2024 Reduced 72.43%
STNE Stone Co Ltd.	$2.44B	$1.46 Million 0.0% of portfolio	183	Q4 2024 Reduced 66.36%
TCX Tucows Inc	$183M	$994,000 0.0% of portfolio	58	Q4 2024 Added 45.0%
SCWX Secure Works Corp	$127M	$787,000 0.0% of portfolio	93	Q4 2023 New
ZUO Zuora Inc	$1.24B	$754,000 0.0% of portfolio	76	Q4 2024 Reduced 19.15%
BAND Bandwidth Inc.	$402M	$698,000 0.0% of portfolio	41	Q4 2024 New
RPAY Repay Holdings Corp	$681M	$626,000 0.0% of portfolio	82	Q4 2024 Reduced 32.79%
BLZE Backblaze, Inc.	$92.4M	$391,000 0.0% of portfolio	65	Q4 2024 New
MQ Marqeta, Inc.	$1.68B	$379,000 0.0% of portfolio	100	Q4 2024 Reduced 83.69%
CGNT Cognyte Software Ltd.	$644M	$355,000 0.0% of portfolio	41	Q4 2024 New
DLO D Local LTD	$1.96B	$270,000 0.0% of portfolio	24	Q2 2024 New
BASE Couchbase, Inc.	$774M	$218,000 0.0% of portfolio	14	Q4 2024 Reduced 54.84%
YEXT Yext, Inc.	$781M	$146,000 0.0% of portfolio	23	Q4 2024 Added 1,050.0%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gamma Investing LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gamma Investing LLC with notifications on news.