GAMMA Investing LLC LZAGY — LONZA GROUP AG UNSPONSORED ADR

Ownership history in GAMMA Investing LLC  ·  10 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported LONZA GROUP AG UNSPONSORED ADR (LZAGY) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows LZAGY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LZAGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in LONZA GROUP AG UNSPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LZAGY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LZAGY stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held LZAGY — position size vs. price
% of Fund (quarterly)    LZAGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,826 +1,099 +29.5% 0.01% $308K 2026-04-06 $63.74
2025 Q4 ADDED — — — 3,727 +20 +0.5% 0.01% $250K 2026-01-05 $67.15
2025 Q3 ADDED — — — 3,707 +472 +14.6% 0.01% $247K 2025-10-02 $67.48
2025 Q2 REDUCED 98.2% -8.8% ✅ 3,235 -174,009 -98.2% 0.01% $231K 2025-07-14 $69.94
2025 Q1 ADDED — — — 177,244 +175,208 +8605.5% 0.02% $2.9M 2025-04-07 $56.23
2024 Q4 ADDED — — — 2,036 +287 +16.4% 0.01% $120K 2025-01-03 $57.88
2024 Q3 ADDED — — — 1,749 +645 +58.4% 0.01% $110K 2024-10-07 $60.32
2024 Q2 ADDED — — — 1,104 +213 +23.9% 0.01% $60K 2024-07-02 $52.90
2024 Q1 ADDED — — — 891 +434 +95.0% 0.01% $53K 2024-04-05 $59.08
2023 Q4 INITIATED — — — 457 — — 0.01% $22K 2024-02-01 $48.86

🏢 Other funds also holding LZAGY

As of 2026 Q1 — sorted by position size

TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 0.87% Azimuth Capital Investment Management LLC 3Y 0.2% Henry James International Management Inc. 3Y 7Y 0.17% Madison Asset Management, LLC 3Y 0.02% NBC SECURITIES, INC. 0.0% Westside Investment Management, Inc. 3Y 7Y 0.0% Strengthening Families & Communities, LLC 3Y 0.0% HANTZ FINANCIAL SERVICES, INC. 3Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0% Salomon & Ludwin, LLC 3Y 7Y 0.0%

FAQ About GAMMA Investing LLC and LZAGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GAMMA Investing LLC reported owning LZAGY?

GAMMA Investing LLC reported LZAGY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LZAGY position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for LZAGY was 0.02% in 2025 Q1.

What is the latest reported LZAGY position on this page?

The most recent filing on this page is 2026 Q1, when GAMMA Investing LLC reported 4,826 shares, equal to 0.01% of portfolio, with an estimated market value of $308K.

What does the chart on this LZAGY ownership page compare?

The chart compares GAMMA Investing LLC's quarterly LZAGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GAMMA Investing LLC time their LZAGY position?

Based on 13F filing dates vs. subsequent LZAGY price moves, GAMMA Investing LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on LZAGY relative to SPY over the holding period was -2.7%.

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