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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 22 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SEAT VIVID SEATS INC Communication Services 11,635.0 $76K 0.04% NEW $6.52 +7.4%
422 ASPN ASPEN AEROGELS INC Industrials 11,957.0 $76K 0.04% NEW $6.34 -8.2%
423 FPH FIVE POINT HOLDINGS LLC Real Estate 14,370.0 $76K 0.04% NEW $5.27 -2.8%
424 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20,556.0 $75K 0.04% -12K -36.5% $3.67 -15.3%
425 PAYO PAYONEER GLOBAL INC Technology 10,314.0 $73K 0.04% NEW $7.12 +0.1%
426 OM OUTSET MED INC Healthcare 16,998.0 $73K 0.04% $4.32 +4.4%
427 OLPX OLAPLEX HLDGS INC Consumer Cyclical 34,720.0 $71K 0.04% +4K +11.4% $2.05 +1.0%
428 SNDL INC 52,225.0 $71K 0.04% -40K -43.5% $1.35
429 UAA UNDER ARMOUR INC Consumer Cyclical 10,967.0 $70K 0.04% -4K -24.5% $6.39 -17.2%
430 CURI CURIOSITYSTREAM INC Communication Services 26,226.0 $70K 0.04% -18K -41.0% $2.66 +10.9%
431 SMWB SIMILARWEB LTD Communication Services 11,256.0 $69K 0.04% NEW $6.13 +39.6%
432 CVRX CVRX INC Healthcare 13,406.0 $69K 0.04% +3K +27.1% $5.14 -46.5%
433 LPRO OPEN LENDING CORP Financial Services 21,617.0 $67K 0.04% -14K -39.8% $3.11 +1.0%
434 COMMERCE.COM INC 22,438.0 $66K 0.04% +6K +32.9% $2.96
435 SFIX STITCH FIX INC Consumer Cyclical 16,113.0 $66K 0.04% NEW $4.11 -19.0%
436 TASK TASKUS INC Technology 14,103.0 $66K 0.04% NEW $4.68 +53.6%
437 TKC TURKCELL ILETISIM Communication Services 11,098.0 $65K 0.03% NEW $5.88 -7.8%
438 JBI JANUS INTERNATIONAL GROUP IN Industrials 11,309.0 $63K 0.03% NEW $5.55 -7.9%
439 TOI THE ONCOLOGY INSTITUTE INC Healthcare 11,482.0 $62K 0.03% -5K -29.8% $5.43 -5.5%
440 FLL FULL HSE RESORTS INC Consumer Cyclical 22,280.0 $62K 0.03% -9K -28.0% $2.79 -21.9%
Page 22 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%