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Portfolio (Quarterly) Guide ↗

AI-Squared Management Ltd

· CIK 0001933952
13F Portfolio $187M AUM 19 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 7 Added 4 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 7,400.0 $16.8M 8.97% -14K -65.0% $2273.73 -34.7%
2 NVDA NVIDIA CORPORATION Technology 34,200.0 $6.8M 3.65% -6K -13.9% $200.09 +8.7%
3 MU MICRON TECHNOLOGY INC Technology 5,300.0 $6.1M 3.26% -32K -85.8% $1154.29 -19.2%
4 AMD ADVANCED MICRO DEVICES INC Technology 7,600.0 $4.4M 2.35% -48K -86.4% $580.91 -19.9%

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 43.0%
Consumer Cyclical 37.3%
Communication Services 10.4%
Healthcare 9.0%
Financial Services 0.3%