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GAMMA Investing LLC
Lorraine Fang · Investment Advisor · Index/Passive
GAMMA Investing LLC is an independent, woman-owned registered investment adviser based in Foster City, California. Founded in January 2021 by Lorraine Fang, a thirty-year industry veteran, the firm specializes in delivering customized index separately managed accounts to high-net-worth individuals, family offices, and other investment advisors. The institution focuses on direct indexing solutions that allow for a high degree of personalization, tax optimization, and environmental, social, and governance screens. By utilizing rules-based, transparent methodologies, GAMMA Investing provides institutional-caliber portfolio management through a scalable technology platform. The firm predominantly acts as a sub-advisor, managing a diverse range of assets including listed equities, fixed income, and options.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.4% |
| YTD return | +14.5% |
| Sharpe ratio | 3.14 |
| Win rate | 54% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.gammainvesting.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.7% | +20.1% |
| AAPL | Apple Inc | 13.9% | +31.3% |
| GOOGL | Alphabet Inc Class A | 11.4% | +37.0% |
| MSFT | Microsoft Corporation | 10.3% | +2.2% |
| AMZN | Amazon.com Inc | 7.2% | +15.4% |
| AVGO | Broadcom Inc | 5.9% | +7.6% |
| JPM | JPMorgan Chase & Co | 4.3% | +13.5% |
| LLY | Eli Lilly and Company | 3.5% | +26.7% |
| MU | Micron Technology Inc | 3.5% | +77.7% |
| META | Meta Platforms Inc. | 3.3% | +7.0% |
| TSLA | Tesla Inc | 2.7% | -14.1% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +1.5% |
| V | Visa Inc. Class A | 2.4% | +7.2% |
| JNJ | Johnson & Johnson | 2.3% | +35.0% |
| XOM | Exxon Mobil Corp | 2.2% | +27.6% |
| AMD | Advanced Micro Devices Inc | 2.1% | +62.7% |
| ABBV | AbbVie Inc | 1.9% | +7.7% |
| CSCO | Cisco Systems Inc | 1.7% | +19.8% |
| WMT | Walmart Inc. Common Stock | 1.6% | +0.5% |
| MRK | Merck & Company Inc | 1.5% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 10.5% → 10.3% |
| Aug 24, 2026 | BUY | XOM | 2.1% → 2.2% |
| Aug 24, 2026 | SELL | GOOGL | 11.3% → 11.4% |
| Aug 24, 2026 | BUY | AMD | 2.2% → 2.1% |
| Aug 24, 2026 | BUY | AAPL | 13.4% → 13.9% |
Investment Style Analysis
GAMMA Investing LLC is widely recognized for employing a Index/Passive strategy. As of Sep 21, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, GAMMA Investing LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
GAMMA Investing’s investment philosophy is rooted in the efficiency of passive indexing enhanced by the flexibility of direct ownership. They believe that separately managed accounts offer superior structural advantages over pooled vehicles like ETFs, particularly through tax-loss harvesting and custom factor exposures. Their approach utilizes quantitative tools and software to construct portfolios that mirror rules-based index strategies while accommodating specific client objectives and risk tolerances. By focusing on factor-based equity investing and systematic portfolio optimization, the firm seeks to maximize long-term after-tax wealth and provide transparent, cost-effective investment solutions tailored to the unique needs of each investor.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with GAMMA Investing LLC.
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for GAMMA Investing LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is GAMMA Investing LLC's largest holding?
As of the latest filing, GAMMA Investing LLC's top position is NVIDIA Corporation (NVDA), representing 15.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is GAMMA Investing LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.4% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 3.14, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does GAMMA Investing LLC primarily invest in?
GAMMA Investing LLC has a strong preference for the Semiconductors sector, which makes up 27.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is GAMMA Investing LLC's portfolio concentrated or diversified?
GAMMA Investing LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has GAMMA Investing LLC performed in 2026?
Our AI-simulated model portfolio for GAMMA Investing LLC tracks a Year-to-Date (YTD) return of +14.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Lorraine Fang manage GAMMA Investing LLC directly?
Yes, Lorraine Fang serves as the key portfolio manager for GAMMA Investing LLC, overseeing the investment strategy and final capital allocation decisions.