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Gamma Investing LLC

CIK:0002010235
Investment Adviser
$2B AUM
3,843 holdings
Foster City, CA, USA
Founded:2021
6 employees
Latest filing:Sep 30, 2025

GAMMA Investing LLC is an independent, woman-owned registered investment adviser based in Foster City, California. Founded in January 2021 by Lorraine Fang, the firm specializes in providing customized index separately managed accounts (SMAs) for high net worth individuals and other investment advisers. As of 2025, GAMMA Investing employs 6 professionals and manages assets primarily for U.S. persons and institutional clients, focusing on personalized portfolio management solutions.

Investment Strategy

GAMMA Investing LLC provides custom index SMAs, allowing clients to track traditional indexes while offering customization for specific client needs, tax efficiency, and tailored investment solutions. The firm emphasizes direct ownership of securities rather than pooled vehicles, focusing on flexibility and tax optimization for individually managed accounts. Their approach is centered on factor-based equity investing, aiming to replicate and improves upon index exposures with attentiveness to client objectives, risk tolerances, and tax circumstances.

Top Buys
A
AAPLAPPLE INC COM
+$23.9M
N
NVDANVIDIA CORPORATION COM
+$22.3M
G
GOOGLALPHABET INC CAP STK CL A
+$11.1M
A
AVGOBROADCOM INC COM
+$8.8M
M
MSFTMICROSOFT CORP COM
+$8.7M
Top Sells
H
HESHESS CORP COM
-$1.7M
P
PCEFINVESCO EXCH TRADED FD TR II CEF INM COMPSI
-$1.4M
A
ACNACCENTURE PLC IRELAND SHS CLASS A
-$1.4M
P
PFFISHARES TR PFD AND INCM SEC
-$1.2M
I
IBDTISHARES TR IBDS DEC28 ETF
-$1.2M

Top Holdings

N
NVDANVIDIA CORPORATION COM
+5.7%$103.0M
M
MSFTMICROSOFT CORP COM
+4.7%$86.1M
A
AAPLAPPLE INC COM
+4.5%$80.8M
A
AMZNAMAZON COM INC COM
+2.5%$44.6M
A
AVGOBROADCOM INC COM
+2.2%$40.5M

Equity Positions (3,513)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION COM5.68%$103.0M552,154$108.59$186.58+$22.3M
M
MSFT
MICROSOFT CORP COM4.75%$86.1M166,226$433.40$517.95+$8.7M
A
AAPL
APPLE INC COM4.46%$80.8M317,506$220.76$254.63+$23.9M
A
AMZN
AMAZON COM INC COM2.46%$44.6M203,188$189.73$219.57+$4.7M
A
AVGO
BROADCOM INC COM2.23%$40.5M122,647$173.19$329.91+$8.8M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+9.9%
SERVICES-PREPACKAGED SOFTWARE
+7.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.7%
ELECTRONIC COMPUTERS
+4.6%
NATIONAL COMMERCIAL BANKS
+3.8%