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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 11 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RXST RXSIGHT INC Healthcare 20,228.0 $97K 0.05% NEW $4.82 +34.4%
202 PBYI PUMA BIOTECHNOLOGY INC Healthcare 11,991.0 $97K 0.05% NEW $8.11 +8.8%
203 JYNT JOINT CORP Healthcare 10,626.0 $93K 0.05% NEW $8.78 -4.3%
204 SGHT SIGHT SCIENCES INC Healthcare 16,371.0 $89K 0.05% NEW $5.42 +52.0%
205 ABEV AMBEV SA Consumer Defensive 27,520.0 $86K 0.04% NEW $3.14 -11.5%
206 EOSE EOS ENERGY ENTERPRISES INC Industrials 14,454.0 $85K 0.04% NEW $5.88 -33.2%
207 INTR INTER & CO INC Financial Services 14,009.0 $76K 0.04% NEW $5.43 -2.6%
208 SEAT VIVID SEATS INC Communication Services 11,635.0 $76K 0.04% NEW $6.52 +7.4%
209 ASPN ASPEN AEROGELS INC Industrials 11,957.0 $76K 0.04% NEW $6.34 -8.2%
210 FPH FIVE POINT HOLDINGS LLC Real Estate 14,370.0 $76K 0.04% NEW $5.27 -2.8%
211 PAYO PAYONEER GLOBAL INC Technology 10,314.0 $73K 0.04% NEW $7.12 +0.1%
212 SMWB SIMILARWEB LTD Communication Services 11,256.0 $69K 0.04% NEW $6.13 +39.6%
213 SFIX STITCH FIX INC Consumer Cyclical 16,113.0 $66K 0.04% NEW $4.11 -19.0%
214 TASK TASKUS INC Technology 14,103.0 $66K 0.04% NEW $4.68 +53.6%
215 TKC TURKCELL ILETISIM Communication Services 11,098.0 $65K 0.03% NEW $5.88 -7.8%
216 JBI JANUS INTERNATIONAL GROUP IN Industrials 11,309.0 $63K 0.03% NEW $5.55 -7.9%
217 KEEL KEEL INFRASTRUCTURE CORP Technology 10,821.0 $62K 0.03% NEW $5.74 -34.3%
218 TLS TELOS CORP MD Technology 13,320.0 $61K 0.03% NEW $4.60 -4.6%
219 SIGA SIGA TECHNOLOGIES INC Healthcare 14,793.0 $54K 0.03% NEW $3.64 -19.5%
220 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 10,895.0 $49K 0.03% NEW $4.50 -31.4%
Page 11 of 13  ·  249 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%