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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BITFARMS LTD 23,826.0 $46K 0.03% +689.0 +3.0% $1.95
122 LPRO OPEN LENDING CORP Financial Services 35,905.0 $45K 0.03% +7K +25.6% $1.25 +81.2%
123 MERC MERCER INTL INC Basic Materials 29,971.0 $43K 0.02% +11K +58.9% $1.42 -32.3%
124 NXDR NEXTDOOR HOLDINGS INC Communication Services 29,325.0 $41K 0.02% +8K +37.1% $1.40 +42.1%
125 HUMA HUMACYTE INC Healthcare 62,911.0 $38K 0.02% +37K +140.6% $0.61 +85.4%
126 DSX DIANA SHIPPING INC Industrials 13,922.0 $35K 0.02% +3K +31.1% $2.50 +2.0%
127 CLVT CLARIVATE PLC Technology 13,548.0 $34K 0.02% +3K +25.3% $2.53 +0.6%
128 PLTK PLAYTIKA HLDG CORP Technology 11,705.0 $33K 0.02% +1K +13.8% $2.78 +24.3%
129 SPWH SPORTSMANS WHSE HLDGS INC Consumer Cyclical 19,352.0 $27K 0.01% +7K +57.3% $1.41 -8.5%
130 LUCD LUCID DIAGNOSTICS INC Healthcare 21,516.0 $25K 0.01% +3K +16.7% $1.15 -7.4%
131 GLDG GOLDMINING INC Basic Materials 20,397.0 $24K 0.01% +9K +82.8% $1.19 -7.1%
132 FATE FATE THERAPEUTICS INC Healthcare 18,524.0 $22K 0.01% +8K +77.1% $1.20 +95.0%
133 BIOX BIOCERES CROP SOLUTIONS CORP Basic Materials 22,075.0 $10K 0.01% +9K +70.6% $0.44 -6.0%
Page 7 of 7  ·  133 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%