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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.
Latest 13F Filing Activity
Gamma Investing LLC filed their most recent 13F report on Sep 30, 2025 disclosing 3,513 equity positions with a total 13F market value of $2B. The fund increased holdings in Apple Inc. Com, Nvidia Corporation Com, Alphabet Inc. Cap STK CL A among other positions. Gamma Investing LLC reduced exposure to Hess Corp. Com, Invesco Exch Traded FD TR II Cef Inm Compsi, Accenture PLC Ireland SHS Class A among others.
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 |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Client Portfolio Manager | Austin, TX , United States | |
P Parry Wang | Senior Portfolio Manager | CA , United States | |
 | Chief Investment Officer | CA , United States |
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