Gamma Investing LLC Software—Infrastructure

Gamma Investing LLC

$1.58 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MDB Mongo Db, Inc.	$22.7B	$24.6 Million 0.0% of portfolio	117	Q2 2025 Reduced 38.74%
CYBR Cyber Ark Software Ltd.	$19.1B	$22.8 Million 0.0% of portfolio	56	Q2 2025 Added 19.15%
EVTC Evertec, Inc.	$2.25B	$21.6 Million 0.0% of portfolio	599	Q2 2025 Added 51.65%
VRNS Varonis Systems Inc	$6.3B	$20.1 Million 0.0% of portfolio	396	Q2 2025 Added 13.14%
IOT Samsara Inc.	$4.27B	$19.5 Million 0.0% of portfolio	490	Q2 2025 Reduced 14.34%
S Sentinel One, Inc.	$3.7B	$18.7 Million 0.0% of portfolio	1,025	Q2 2025 Reduced 47.11%
RELY Remitly Global, Inc.	$3.4B	$14.9 Million 0.0% of portfolio	795	Q2 2025 Reduced 5.47%
CCSI Consensus Cloud Solutions, Inc.	$549M	$14.7 Million 0.0% of portfolio	638	Q2 2025 Reduced 60.22%
VRNT Verint Systems Inc	$2.13B	$10.3 Million 0.0% of portfolio	525	Q2 2025 Added 60.55%
GCT Giga Cloud Technology Inc.	$288M	$10 Million 0.0% of portfolio	-	Q2 2025 Added 875.0%
FIVN Five9, Inc.	$1.85B	$8.77 Million 0.0% of portfolio	331	Q2 2025 Reduced 24.08%
AVDX Avid Xchange Holdings, Inc.	$1.97B	$8.47 Million 0.0% of portfolio	865	Q2 2025 Added 79.83%
RPD Rapid7, Inc.	$1.2B	$8.33 Million 0.0% of portfolio	360	Q2 2025 Added 73.91%
APPN Appian Corp	$1.34B	$7.58 Million 0.0% of portfolio	254	Q2 2025 Added 17.05%
EVCM Ever Commerce Inc.	$2.24B	$7.14 Million 0.0% of portfolio	680	Q2 2025 Reduced 3.68%
BASE Couchbase, Inc.	$1.09B	$6.66 Million 0.0% of portfolio	273	Q2 2025 Added 992.0%
IMXI International Money Express, Inc.	$549M	$5.95 Million 0.0% of portfolio	590	Q2 2025 Added 19.19%
BAND Bandwidth Inc.	$364M	$5.82 Million 0.0% of portfolio	366	Q2 2025 Reduced 27.52%
TENB Tenable Holdings, Inc.	$3.46B	$4.43 Million 0.0% of portfolio	131	Q2 2025 Reduced 55.14%
BLZE Backblaze, Inc.	$133M	$2.91 Million 0.0% of portfolio	529	Q2 2025 Added 9.3%
TCX Tucows Inc	$190M	$2.52 Million 0.0% of portfolio	128	Q2 2025 Added 204.76%
MQ Marqeta, Inc.	$2.67B	$2.02 Million 0.0% of portfolio	347	Q2 2025 New
YEXT Yext, Inc.	$1.07B	$1.19 Million 0.0% of portfolio	140	Q2 2025 Added 833.33%
RPAY Repay Holdings Corp	$544M	$564,000 0.0% of portfolio	117	Q2 2025 Added 12.5%
KKS.F Joint Stock Company Kaspi.Kz	$13B	$340,000 0.0% of portfolio	-	Q2 2025 Reduced 98.89%
DLO D Local LTD	$2.21B	$272,000 0.0% of portfolio	24	Q1 2025 Reduced 88.0%
IIIV I3 Verticals, Inc.	$691M	$165,000 0.0% of portfolio	6	Q2 2025 New

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