Gem Investment Advisors, LLC — 13F holdings

Gem Investment Advisors, LLC reported 36 holdings worth $163M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. GTX GARRETT MOTION INC — $36.0M (22.1%)
2. ABSI ABSCI CORPORATION — $25.2M (15.4%)
3. DRTS ALPHA TAU MEDICAL LTD — $18.0M (11.1%)
4. QDEL QUIDELORTHO CORP — $10.0M (6.1%)
5. ORMP ORAMED PHARMACEUTICALS INC — $9.61M (5.9%)
6. CEF SPROTT ASSET MANAGEMENT LP — $7.55M (4.6%)
7. PDFS PDF SOLUTIONS INC — $7.47M (4.6%)
8. TRC TEJON RANCH CO — $5.80M (3.6%)
9. SHC SOTERA HEALTH CO — $5.57M (3.4%)
10. CF CF INDS HLDGS INC — $5.41M (3.3%)