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Portfolio (Quarterly) Guide ↗

AI-Squared Management Ltd

· CIK 0001933952
13F Portfolio $137M AUM 19 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 6 Added 3 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LITE LUMENTUM HLDGS INC Technology 36,321.0 $25.5M 18.57% NEW $702.76 +37.2%
2 SANDISK CORP 21,140.0 $13.4M 9.77% NEW $635.34
3 DOCN DIGITALOCEAN HLDGS INC Technology 81,500.0 $7.0M 5.09% NEW $85.78 +84.6%
4 STAA STAAR SURGICAL CO Healthcare 268,084.0 $5.0M 3.65% NEW $18.70 +76.7%
5 TCOM TRIP COM GROUP LTD Consumer Cyclical 94,790.0 $4.7M 3.44% NEW $49.79 -2.5%
6 TER TERADYNE INC Technology 15,500.0 $4.6M 3.34% NEW $296.46 +16.2%
7 RMBS RAMBUS INC DEL Technology 49,578.0 $4.3M 3.10% NEW $86.03 +55.2%
8 META META PLATFORMS INC Communication Services 4,020.0 $2.3M 1.67% NEW $572.13 +6.2%
9 SNPS SYNOPSYS INC Technology 5,728.0 $2.3M 1.65% NEW $396.48 +25.8%
10 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,700.0 $715K 0.52% NEW $125.46 +4.8%

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
Technology 71.4%
Consumer Cyclical 13.2%
Communication Services 7.7%
Healthcare 4.0%
Financial Services 3.7%