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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ACVA ACV AUCTIONS INC Consumer Cyclical 17,182.0 $73K 0.04% NEW $4.24 +40.9%
142 DIBS 1STDIBS COM INC Consumer Cyclical 12,614.0 $69K 0.04% NEW $5.50 -14.2%
143 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 37,442.0 $66K 0.04% NEW $1.76 +100.9%
144 OM OUTSET MED INC Healthcare 17,052.0 $65K 0.04% NEW $3.84 +10.9%
145 ICL ICL GROUP LTD Basic Materials 11,982.0 $62K 0.03% NEW $5.18 +29.2%
146 FNUC FRONTIER NUCLEAR & MINERALS Basic Materials 21,857.0 $61K 0.03% NEW $2.81 -14.4%
147 CHARGEPOINT HOLDINGS INC 12,103.0 $59K 0.03% NEW $4.86
148 QMCO QUANTUM CORP Technology 12,245.0 $58K 0.03% NEW $4.75 +78.7%
149 CRSR CORSAIR GAMING INC Technology 10,469.0 $58K 0.03% NEW $5.55 +60.6%
150 RCEL AVITA MEDICAL INC Healthcare 15,285.0 $57K 0.03% NEW $3.70 +15.1%
151 UGP ULTRAPAR PARTICIPACOES SA Energy 10,064.0 $55K 0.03% NEW $5.51 -0.5%
152 INV INNVENTURE INC Financial Services 13,029.0 $51K 0.03% NEW $3.91 +55.0%
153 TSHA TAYSHA GENE THERAPIES INC Healthcare 11,276.0 $50K 0.03% NEW $4.47 +30.7%
154 BMBL BUMBLE INC Technology 14,626.0 $48K 0.03% NEW $3.26 -2.8%
155 COMMERCE.COM INC 16,879.0 $45K 0.03% NEW $2.67
156 GSM FERROGLOBE PLC Basic Materials 10,679.0 $44K 0.02% NEW $4.12 +5.9%
157 LPSN LIVEPERSON INC Technology 16,656.0 $42K 0.02% NEW $2.55 -18.2%
158 TKNO ALPHA TEKNOVA INC Healthcare 14,376.0 $42K 0.02% NEW $2.89 +42.2%
159 LFMD LIFEMD INC Healthcare 11,367.0 $41K 0.02% NEW $3.61 +26.3%
160 ADCT ADC THERAPEUTICS SA Healthcare 10,119.0 $38K 0.02% NEW $3.75 -4.0%
Page 8 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%