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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LXRX LEXICON PHARMACEUTICALS INC Healthcare 54,985.0 $132K 0.07% -13K -18.6% $2.40 +0.8%
102 ONDS ONDAS INC Technology 15,922.0 $131K 0.07% -20K -56.3% $8.24 +10.0%
103 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 19,822.0 $124K 0.07% -8K -27.6% $6.24 -8.0%
104 XGN EXAGEN INC Healthcare 26,073.0 $121K 0.06% -1K -3.8% $4.65 +41.7%
105 ARDT ARDENT HEALTH INC Healthcare 12,193.0 $120K 0.06% -2K -12.7% $9.84 +11.1%
106 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 26,277.0 $109K 0.06% -606.0 -2.2% $4.16 +69.0%
107 DNUT KRISPY KREME INC Consumer Defensive 29,757.0 $105K 0.06% -4K -12.5% $3.53 -8.2%
108 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 12,821.0 $103K 0.05% -296.0 -2.3% $8.06 -4.5%
109 BBAI BIGBEAR AI HLDGS INC Technology 26,767.0 $98K 0.05% -404.0 -1.5% $3.67 -15.0%
110 ACVA ACV AUCTIONS INC Consumer Cyclical 13,459.0 $97K 0.05% -4K -21.7% $7.19 +6.1%
111 AIOT POWERFLEET INC Technology 23,769.0 $91K 0.05% -1K -5.8% $3.83 -21.9%
112 RNW RENEW ENERGY GLOBAL PLC Utilities 12,925.0 $81K 0.04% -8K -38.4% $6.25 +9.1%
113 GGB GERDAU SA Basic Materials 19,520.0 $79K 0.04% -9K -32.5% $4.04 +15.6%
114 STLA STELLANTIS N.V Consumer Cyclical 13,371.0 $77K 0.04% -2K -10.9% $5.74 -12.0%
115 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20,556.0 $75K 0.04% -12K -36.5% $3.67 -15.8%
116 SNDL INC 52,225.0 $71K 0.04% -40K -43.5% $1.35
117 UAA UNDER ARMOUR INC Consumer Cyclical 10,967.0 $70K 0.04% -4K -24.5% $6.39 -20.7%
118 CURI CURIOSITYSTREAM INC Communication Services 26,226.0 $70K 0.04% -18K -41.0% $2.66 +7.5%
119 LPRO OPEN LENDING CORP Financial Services 21,617.0 $67K 0.04% -14K -39.8% $3.11 +1.0%
120 TOI THE ONCOLOGY INSTITUTE INC Healthcare 11,482.0 $62K 0.03% -5K -29.8% $5.43 +18.8%
Page 6 of 7  ·  136 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%