Gamma Investing LLC
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 Holdings
Equity Positions (3,513)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 5.68% | $103.0M | 552,154 | $108.59 | $186.58 | +$22.3M |
M MSFT | MICROSOFT CORP COM | 4.75% | $86.1M | 166,226 | $433.40 | $517.95 | +$8.7M |
A AAPL | APPLE INC COM | 4.46% | $80.8M | 317,506 | $220.76 | $254.63 | +$23.9M |
A AMZN | AMAZON COM INC COM | 2.46% | $44.6M | 203,188 | $189.73 | $219.57 | +$4.7M |
A AVGO | BROADCOM INC COM | 2.23% | $40.5M | 122,647 | $173.19 | $329.91 | +$8.8M |