GAMMA Investing LLC ANZGY — ANZ GROUP HLDGS LTD SPONSORED ADS

Ownership history in GAMMA Investing LLC  ·  11 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported ANZ GROUP HLDGS LTD SPONSORED ADS (ANZGY) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows ANZGY at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANZGY 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 ANZ GROUP HLDGS LTD SPONSORED ADS, 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 Q2

ANZGY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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
2024 Q2 to 2026 Q2

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.

ANZGY stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held ANZGY — position size vs. price
% of Fund (quarterly)    ANZGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,350 -81 -0.5% 0.02% $424K 2026-07-07 $24.43
2026 Q1 ADDED — — — 17,431 +2,402 +16.0% 0.02% $442K 2026-04-06 $25.27
2025 Q4 ADDED — — — 15,029 +1,357 +9.9% 0.02% $364K 2026-01-05 $24.26
2025 Q3 ADDED — — — 13,672 +2,302 +20.2% 0.02% $301K 2025-10-02 $21.91
2025 Q2 REDUCED 92.9% +15.2% ❌ 11,370 -148,902 -92.9% 0.01% $218K 2025-07-14 $19.45
2025 Q1 ADDED — — — 160,272 +152,096 +1860.3% 0.05% $8.8M 2025-04-07 $15.13
2024 Q4 REDUCED 22.8% +3.8% ❌ 8,176 -2,414 -22.8% 0.01% $144K 2025-01-03 $17.08
2024 Q3 ADDED — — — 10,590 +3,654 +52.7% 0.02% $222K 2024-10-07 $18.72
2024 Q2 ADDED — — — 6,936 +839 +13.8% 0.02% $131K 2024-07-02 $17.48
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ANZGY

As of 2026 Q2 — sorted by position size

Canopy Partners, LLC 0.09% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.01% Westside Investment Management, Inc. 3Y 7Y 0.01% Salomon & Ludwin, LLC 3Y 7Y 0.0% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0% IMA Advisory Services, Inc. 3Y 7Y 0.0% First Command Advisory Services, Inc. 3Y 7Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0%

FAQ About GAMMA Investing LLC and ANZGY

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 ANZGY?

GAMMA Investing LLC reported ANZGY across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for ANZGY was 0.05% in 2025 Q1.

What is the latest reported ANZGY position on this page?

The most recent filing on this page is 2026 Q2, when GAMMA Investing LLC reported 17,350 shares, equal to 0.02% of portfolio, with an estimated market value of $424K.

What does the chart on this ANZGY ownership page compare?

The chart compares GAMMA Investing LLC's quarterly ANZGY 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 ANZGY position?

Based on 13F filing dates vs. subsequent ANZGY price moves, GAMMA Investing LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on ANZGY relative to SPY over the holding period was +151.0%.

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