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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $182M AUM 477 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 133 Added 155 Reduced 220 Exited
Page 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMRT SMARTRENT INC Technology 78,481.0 $118K 0.07% +32K +67.1% $1.50 -15.3%
102 DNUT KRISPY KREME INC Consumer Defensive 34,012.0 $115K 0.06% +11K +48.0% $3.39 -0.6%
103 LXRX LEXICON PHARMACEUTICALS INC Healthcare 67,526.0 $105K 0.06% +21K +45.0% $1.56 +32.1%
104 HLLY HOLLEY INC Consumer Cyclical 33,606.0 $103K 0.06% +18K +122.4% $3.07 -9.4%
105 CVRX CVRX INC Healthcare 10,551.0 $100K 0.06% +121.0 +1.2% $9.46 -35.7%
106 RXRX RECURSION PHARMACEUTICALS IN Healthcare 32,363.0 $99K 0.06% +11K +52.3% $3.07 -3.3%
107 AMC ENTMT HLDGS INC 100,186.0 $98K 0.05% +78K +349.7% $0.98
108 QUBT QUANTUM COMPUTING INC Technology 13,437.0 $92K 0.05% +920.0 +7.3% $6.85 +70.5%
109 XGN EXAGEN INC Healthcare 27,107.0 $81K 0.04% +9K +49.0% $3.00 +42.0%
110 REI RING ENERGY INC Energy 51,950.0 $79K 0.04% +27K +106.5% $1.53 -13.7%
111 POWW OUTDOOR HOLDING CO Industrials 39,483.0 $79K 0.04% +21K +112.5% $2.01 +2.5%
112 AIOT POWERFLEET INC Technology 25,235.0 $78K 0.04% +9K +57.0% $3.08 +15.6%
113 RSKD RISKIFIED LTD Technology 19,813.0 $78K 0.04% +7K +57.8% $3.92 +21.4%
114 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 27,394.0 $78K 0.04% +12K +76.0% $2.83 +54.8%
115 GPRO GOPRO INC Technology 97,067.0 $75K 0.04% +32K +49.4% $0.77 +55.8%
116 EVC ENTRAVISION COMMUNICATIONS C Communication Services 23,751.0 $71K 0.04% +2K +7.5% $2.97 +194.6%
117 FLL FULL HSE RESORTS INC Consumer Cyclical 30,944.0 $70K 0.04% +6K +21.8% $2.25 +14.7%
118 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 39,575.0 $55K 0.03% +13K +48.4% $1.38 +21.7%
119 KOS KOSMOS ENERGY LTD Energy 19,365.0 $54K 0.03% +2K +12.6% $2.78 +2.5%
120 TOI THE ONCOLOGY INSTITUTE INC Healthcare 16,353.0 $50K 0.03% +5K +42.7% $3.07 +49.5%
Page 6 of 7  ·  133 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
Industrials 18.6%
Financial Services 18.2%
Technology 16.3%
Healthcare 10.9%
Consumer Cyclical 9.1%
Communication Services 7.5%
Consumer Defensive 6.3%
Energy 5.0%
Utilities 4.1%
Basic Materials 3.6%