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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $190M AUM 509 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 249 New 119 Added 136 Reduced 217 Exited
Page 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CI&T INC 44,322.0 $148K 0.08% +10K +28.4% $3.34
82 PEW GRABAGUN DIGITAL HLDGS INC Industrials 62,609.0 $143K 0.07% +23K +56.8% $2.28 +10.5%
83 PAX PATRIA INVESTMENTS LIMITED Financial Services 12,229.0 $134K 0.07% +2K +15.3% $10.98 +2.6%
84 TROX TRONOX HOLDINGS PLC Basic Materials 21,054.0 $133K 0.07% +5K +32.9% $6.30 -12.1%
85 JBS N.V. 11,112.0 $132K 0.07% +858.0 +8.4% $11.85
86 TLRY TILRAY BRANDS INC Healthcare 27,861.0 $125K 0.07% +13K +91.6% $4.49 -0.4%
87 NXDR NEXTDOOR HOLDINGS INC Communication Services 52,595.0 $119K 0.06% +23K +79.3% $2.27 +8.8%
88 ASUR ASURE SOFTWARE INC Technology 14,897.0 $118K 0.06% +505.0 +3.5% $7.94 +5.3%
89 DIBS 1STDIBS COM INC Consumer Cyclical 21,466.0 $105K 0.06% +9K +70.2% $4.90 +1.8%
90 RSKD RISKIFIED LTD Technology 20,123.0 $101K 0.05% +310.0 +1.6% $5.04 +22.2%
91 CRCT CRICUT INC Technology 22,235.0 $98K 0.05% +3K +13.2% $4.39 +24.8%
92 RCEL AVITA MEDICAL INC Healthcare 22,883.0 $95K 0.05% +8K +49.7% $4.13 +138.5%
93 HLLY HOLLEY INC Consumer Cyclical 36,786.0 $94K 0.05% +3K +9.5% $2.55 +21.2%
94 KOS KOSMOS ENERGY LTD Energy 42,423.0 $90K 0.05% +23K +119.1% $2.11 +29.9%
95 PLTK PLAYTIKA HLDG CORP Technology 23,595.0 $88K 0.05% +12K +101.6% $3.72 -40.1%
96 OLPX OLAPLEX HLDGS INC Consumer Cyclical 34,720.0 $71K 0.04% +4K +11.4% $2.05 +1.0%
97 CVRX CVRX INC Healthcare 13,406.0 $69K 0.04% +3K +27.1% $5.14 -46.5%
98 COMMERCE.COM INC 22,438.0 $66K 0.04% +6K +32.9% $2.96
99 ANGX ANGEL STUDIOS INC. Communication Services 16,823.0 $62K 0.03% +6K +50.5% $3.67 +32.2%
100 UGP ULTRAPAR PARTICIPACOES SA Energy 11,922.0 $60K 0.03% +2K +18.5% $5.02 +26.1%
Page 5 of 6  ·  119 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.2%
Technology 18.5%
Industrials 16.4%
Healthcare 12.1%
Consumer Cyclical 10.3%
Communication Services 6.8%
Consumer Defensive 5.6%
Energy 4.1%
Utilities 4.0%
Basic Materials 2.0%