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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $214M AUM 513 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 513 New
Page 19 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ALB ALBEMARLE CORP Basic Materials 1,424.0 $201K 0.09% NEW $141.44 +25.7%
362 IBEX IBEX LTD Technology 5,244.0 $200K 0.09% NEW $38.18 -18.4%
363 REPOSITRAK INC 16,164.0 $200K 0.09% NEW $12.37
364 BIOA BIOAGE LABS INC Healthcare 15,006.0 $199K 0.09% NEW $13.23 +26.8%
365 VENTURE GLOBAL INC 29,106.0 $199K 0.09% NEW $6.82
366 HAYW HAYWARD HLDGS INC Industrials 12,788.0 $198K 0.09% NEW $15.45 -8.8%
367 BRIGHTSTAR LOTTERY PLC 12,740.0 $197K 0.09% NEW $15.48
368 FOLD AMICUS THERAPEUTICS INC Healthcare 13,788.0 $196K 0.09% NEW $14.24 +1.8%
369 WEBULL CORP 25,145.0 $195K 0.09% NEW $7.77
370 INGN INOGEN INC Healthcare 28,751.0 $193K 0.09% NEW $6.72 -3.6%
371 CRESUD S A C I F Y A 15,281.0 $193K 0.09% NEW $12.63
372 SMR NUSCALE PWR CORP Utilities 13,510.0 $191K 0.09% NEW $14.17 -15.4%
373 OFIX ORTHOFIX MED INC Healthcare 12,614.0 $191K 0.09% NEW $15.16 -37.5%
374 MITK MITEK SYS INC Technology 17,825.0 $188K 0.09% NEW $10.55 +63.1%
375 REAL THE REALREAL INC Consumer Cyclical 11,844.0 $187K 0.09% NEW $15.78 -39.4%
376 EOSE EOS ENERGY ENTERPRISES INC Industrials 16,234.0 $186K 0.09% NEW $11.46 -26.0%
377 JOBY JOBY AVIATION INC Industrials 13,499.0 $178K 0.08% NEW $13.20 -13.8%
378 PRAA PRA GROUP INC Financial Services 10,048.0 $178K 0.08% NEW $17.69 -17.1%
379 TALO TALOS ENERGY INC Energy 15,411.0 $170K 0.08% NEW $11.02 +31.3%
380 SEANERGY MARITIME HLDGS CORP 18,246.0 $168K 0.08% NEW $9.23
Page 19 of 26  ·  513 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 19.6%
Technology 19.4%
Industrials 15.3%
Healthcare 10.7%
Consumer Cyclical 7.6%
Communication Services 6.4%
Consumer Defensive 5.7%
Basic Materials 5.4%
Energy 5.0%
Utilities 4.5%