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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 BIDU BAIDU INC Communication Services 64,558.0 $7.2M 5.24% -33K -33.5% $111.42 +17.7%
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 13,405.0 $4.5M 3.30% -16K -54.6% $337.95 +18.8%
3 GDS GDS HLDGS LTD Technology 106,200.0 $4.3M 3.11% -61K -36.3% $40.29 -12.7%

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%