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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLL FULL HSE RESORTS INC Consumer Cyclical 22,280.0 $62K 0.03% -9K -28.0% $2.79 -21.9%
122 TBLA TABOOLA.COM LTD Communication Services 12,081.0 $60K 0.03% -27K -69.3% $5.00 -22.2%
123 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 36,426.0 $58K 0.03% -3K -8.0% $1.60 +42.5%
124 SMRT SMARTRENT INC Technology 37,307.0 $44K 0.02% -41K -52.5% $1.19 +24.4%
125 INDO INDONESIA ENERGY CORP LTD Energy 16,035.0 $44K 0.02% -1K -6.3% $2.74 +10.6%
126 ALLO ALLOGENE THERAPEUTICS INC Healthcare 20,249.0 $42K 0.02% -25K -55.2% $2.08 -0.0%
127 CERS CERUS CORP Healthcare 12,700.0 $37K 0.02% -6K -31.3% $2.92 +1.7%
128 FATE FATE THERAPEUTICS INC Healthcare 13,122.0 $35K 0.02% -5K -29.2% $2.70 -3.0%
129 BLNK BLINK CHARGING CO Industrials 46,546.0 $30K 0.02% -13K -21.4% $0.64 -9.0%
130 GPRO GOPRO INC Technology 35,689.0 $28K 0.01% -61K -63.2% $0.78 -21.0%
131 HUMA HUMACYTE INC Healthcare 31,805.0 $25K 0.01% -31K -49.4% $0.78 -28.2%
132 BEEM BEAM GLOBAL Energy 17,131.0 $22K 0.01% -818.0 -4.6% $1.30 -12.3%
133 SPWH SPORTSMANS WHSE HLDGS INC Consumer Cyclical 16,209.0 $22K 0.01% -3K -16.2% $1.33 -12.8%
134 EGHT 8X8 INC NEW Technology 11,429.0 $20K 0.01% -390.0 -3.3% $1.71 +19.3%
135 REI RING ENERGY INC Energy 11,992.0 $13K 0.01% -40K -76.9% $1.08 +29.6%
136 ARAY ACCURAY INC DEL Healthcare 19,354.0 $5K 0.00% -1K -5.2% $0.26 +26.7%
Page 7 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%