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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 24 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 COTY COTY INC Consumer Defensive 18,163.0 $39K 0.02% NEW $2.16 +23.6%
462 CERS CERUS CORP Healthcare 12,700.0 $37K 0.02% -6K -31.3% $2.92 +1.7%
463 PROK PROKIDNEY CORP Healthcare 17,822.0 $36K 0.02% +4K +30.1% $2.04 -31.4%
464 LUNG PULMONX CORP Healthcare 27,429.0 $36K 0.02% +8K +38.7% $1.30 +71.5%
465 UWMC UWM HOLDINGS CORPORATION Financial Services 15,500.0 $35K 0.02% NEW $2.29 -34.9%
466 FATE FATE THERAPEUTICS INC Healthcare 13,122.0 $35K 0.02% -5K -29.2% $2.70 -3.0%
467 EXFY EXPENSIFY INC Technology 19,587.0 $35K 0.02% NEW $1.79 +26.8%
468 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 12,061.0 $34K 0.02% NEW $2.83 -14.1%
469 JELD JELD-WEN HLDG INC Industrials 22,427.0 $34K 0.02% +8K +55.8% $1.50 +24.7%
470 LUCD LUCID DIAGNOSTICS INC Healthcare 30,587.0 $33K 0.02% +9K +42.2% $1.07 -8.6%
471 VFF VILLAGE FARMS INTL INC Consumer Defensive 15,247.0 $30K 0.02% NEW $2.00 +29.0%
472 BLNK BLINK CHARGING CO Industrials 46,546.0 $30K 0.02% -13K -21.4% $0.64 -9.0%
473 AKBA AKEBIA THREAPEUTICS INC Healthcare 25,295.0 $29K 0.01% NEW $1.14 -24.6%
474 CRDF CARDIFF ONCOLOGY INC Healthcare 22,018.0 $29K 0.01% +10K +86.6% $1.30 -30.4%
475 NMRA NEUMORA THERAPEUTICS INC. Healthcare 16,596.0 $28K 0.01% NEW $1.70 -10.6%
476 GPRO GOPRO INC Technology 35,689.0 $28K 0.01% -61K -63.2% $0.78 -21.0%
477 MERC MERCER INTL INC Basic Materials 41,177.0 $27K 0.01% +11K +37.4% $0.66 -26.3%
478 SUNPOWER INC 39,392.0 $27K 0.01% +29K +271.2% $0.69
479 WRAP WRAP TECHNOLOGIES INC Technology 20,088.0 $26K 0.01% NEW $1.29 +25.6%
480 HUMA HUMACYTE INC Healthcare 31,805.0 $25K 0.01% -31K -49.4% $0.78 -28.2%
Page 24 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%