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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 20 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LXRX LEXICON PHARMACEUTICALS INC Healthcare 54,985.0 $132K 0.07% -13K -18.6% $2.40 -1.8%
382 JBS N.V. 11,112.0 $132K 0.07% +858.0 +8.4% $11.85
383 ONDS ONDAS INC Technology 15,922.0 $131K 0.07% -20K -56.3% $8.24 +7.7%
384 LYG LLOYDS BANKING GROUP PLC Financial Services 22,156.0 $129K 0.07% NEW $5.83 +4.2%
385 LIFECORE BIOMEDICAL INC 24,580.0 $129K 0.07% NEW $5.25
386 TLRY TILRAY BRANDS INC Healthcare 27,861.0 $125K 0.07% +13K +91.6% $4.49 +0.7%
387 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 19,822.0 $124K 0.07% -8K -27.6% $6.24 -10.3%
388 XGN EXAGEN INC Healthcare 26,073.0 $121K 0.06% -1K -3.8% $4.65 +41.8%
389 ARDT ARDENT HEALTH INC Healthcare 12,193.0 $120K 0.06% -2K -12.7% $9.84 +11.6%
390 NXDR NEXTDOOR HOLDINGS INC Communication Services 52,595.0 $119K 0.06% +23K +79.3% $2.27 +9.5%
391 ASUR ASURE SOFTWARE INC Technology 14,897.0 $118K 0.06% +505.0 +3.5% $7.94 +6.3%
392 GPRK GEOPARK LTD Energy 12,852.0 $117K 0.06% NEW $9.10 +4.9%
393 IVA INVENTIVA SA Healthcare 29,918.0 $113K 0.06% NEW $3.78 +20.6%
394 LFST LIFESTANCE HEALTH GROUP INC Healthcare 10,331.0 $111K 0.06% NEW $10.71 +16.2%
395 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 26,277.0 $109K 0.06% -606.0 -2.2% $4.16 +70.4%
396 DIBS 1STDIBS COM INC Consumer Cyclical 21,466.0 $105K 0.06% +9K +70.2% $4.90 +1.5%
397 DNUT KRISPY KREME INC Consumer Defensive 29,757.0 $105K 0.06% -4K -12.5% $3.53 -10.3%
398 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 12,821.0 $103K 0.05% -296.0 -2.3% $8.06 -4.0%
399 RAIL FREIGHTCAR AMER INC Industrials 10,563.0 $103K 0.05% NEW $9.74 -25.8%
400 PTEN PATTERSON-UTI ENERGY INC Energy 11,136.0 $102K 0.05% NEW $9.18 +31.5%
Page 20 of 26  ·  509 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%