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Portfolio (Quarterly) Guide ↗

R Squared Ltd

· CIK 0001896148
13F Portfolio $182M AUM 477 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New 133 Added 155 Reduced 220 Exited
Page 24 of 24  ·  477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ZVIA ZEVIA PBC Consumer Defensive 19,600.0 $23K 0.01% -24K -55.5% $1.17 +44.4%
462 FATE FATE THERAPEUTICS INC Healthcare 18,524.0 $22K 0.01% +8K +77.1% $1.20 +79.2%
463 SGMO SANGAMO THERAPEUTICS INC Healthcare 89,866.0 $22K 0.01% -57K -39.0% $0.25 -25.0%
464 EGHT 8X8 INC NEW Technology 11,819.0 $20K 0.01% NEW $1.66 +29.5%
465 CRDF CARDIFF ONCOLOGY INC Healthcare 11,802.0 $19K 0.01% -899.0 -7.1% $1.62 +19.8%
466 JELD JELD-WEN HLDG INC Industrials 14,393.0 $18K 0.01% NEW $1.24 +45.2%
467 SUNPOWER INC 10,612.0 $13K 0.01% -24K -69.2% $1.27
468 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 16,214.0 $11K 0.01% NEW $0.70 +11.7%
469 BIOX BIOCERES CROP SOLUTIONS CORP Basic Materials 22,075.0 $10K 0.01% +9K +70.6% $0.44 -6.6%
470 PARAZERO TECHNOLOGIES LTD 12,571.0 $10K 0.01% -2K -14.6% $0.77
471 LAB STANDARD BIOTOOLS INC Healthcare 10,268.0 $9K 0.01% NEW $0.92 +18.6%
472 NRDY NERDY INC Technology 10,807.0 $9K 0.01% NEW $0.82 +1.8%
473 MXCT MAXCYTE INC Healthcare 12,060.0 $8K 0.01% NEW $0.70 +42.4%
474 ARAY ACCURAY INC DEL Healthcare 20,418.0 $8K 0.00% NEW $0.39 -3.5%
475 TNYA TENAYA THERAPEUTICS INC Healthcare 11,208.0 $8K 0.00% NEW $0.69 +12.9%
476 OFFERPAD SOLUTIONS INC 10,100.0 $7K 0.00% NEW $0.66
477 GUTS FRACTYL HEALTH INC Healthcare 11,276.0 $5K 0.00% -3K -19.3% $0.46 +100.4%
Page 24 of 24  ·  477 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
Industrials 18.6%
Financial Services 18.2%
Technology 16.3%
Healthcare 10.9%
Consumer Cyclical 9.1%
Communication Services 7.5%
Consumer Defensive 6.3%
Energy 5.0%
Utilities 4.1%
Basic Materials 3.6%