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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TROX TRONOX HOLDINGS PLC Basic Materials 15,842.0 $155K 0.09% NEW $9.77 -20.3%
122 TRUBRIDGE INC 10,226.0 $150K 0.08% NEW $14.64
123 DLO DLOCAL LTD Technology 10,396.0 $135K 0.07% NEW $12.97 -9.8%
124 SBSW SIBANYE STILLWATER LTD Basic Materials 10,758.0 $133K 0.07% NEW $12.32 -2.6%
125 LAKE LAKELAND INDS INC Consumer Cyclical 15,268.0 $125K 0.07% NEW $8.19 +33.3%
126 PSKY PARAMOUNT SKYDANCE CORP Communication Services 13,808.0 $125K 0.07% NEW $9.02 +18.5%
127 CLSK CLEANSPARK INC Technology 14,356.0 $122K 0.07% NEW $8.51 +102.9%
128 ARDT ARDENT HEALTH INC Healthcare 13,971.0 $120K 0.07% NEW $8.56 +8.9%
129 STLA STELLANTIS N.V Consumer Cyclical 15,001.0 $106K 0.06% NEW $7.09 +16.1%
130 GGB GERDAU SA Basic Materials 28,939.0 $104K 0.06% NEW $3.61 +30.5%
131 SVCO SILVACO GROUP INC Technology 13,994.0 $99K 0.05% NEW $7.08 +37.7%
132 BCYC BICYCLE THERAPEUTICS PLC Healthcare 21,057.0 $98K 0.05% NEW $4.64 -0.4%
133 TLRY TILRAY BRANDS INC Healthcare 14,543.0 $94K 0.05% NEW $6.47 -14.0%
134 NVTS NAVITAS SEMICONDUCTOR CORP Technology 10,672.0 $94K 0.05% NEW $8.77 +227.0%
135 HTZ HERTZ GLOBAL HLDGS INC Industrials 19,707.0 $91K 0.05% NEW $4.61 +16.2%
136 WEN WENDYS CO Consumer Cyclical 12,620.0 $88K 0.05% NEW $6.95 +9.0%
137 VSTS VESTIS CORPORATION Industrials 11,158.0 $88K 0.05% NEW $7.86 +53.1%
138 BLZE BACKBLAZE INC Technology 24,436.0 $84K 0.05% NEW $3.45 +120.3%
139 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 13,802.0 $80K 0.04% NEW $5.80 +8.7%
140 IMPERIAL PETE INC 18,003.0 $77K 0.04% NEW $4.28
Page 7 of 10  ·  184 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%