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Portfolio (Quarterly) Guide ↗

Redwood Park Advisors LLC

· CIK 0002056274
13F Portfolio $152M AUM 353 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 67 Added 23 Reduced 10 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HIMS HIMS & HERS HEALTH INC Healthcare 30.0 $1K 0.00% NEW $35.20 -18.1%
22 QS QUANTUMSCAPE CORP Consumer Cyclical 125.0 $945.0 0.00% NEW $7.56 -25.8%
23 SCHE SCHWAB STRATEGIC TR 20.0 $727.0 NEW $36.35 +2.2%
24 SOUN SOUNDHOUND AI INC Technology 112.0 $725.0 NEW $6.47 +9.8%
25 QTUM ETF SER SOLUTIONS 4.0 $662.0 NEW $165.50 -10.4%
26 TEM TEMPUS AI INC Healthcare 10.0 $580.0 NEW $58.00 +10.4%
27 SMR NUSCALE PWR CORP Utilities 54.0 $542.0 NEW $10.04 -7.4%
28 PYPL PAYPAL HLDGS INC Financial Services 11.0 $475.0 NEW $43.18 +24.3%
29 SNAP SNAP INC Communication Services 100.0 $444.0 NEW $4.44 +22.3%
30 MRVL MARVELL TECHNOLOGY INC Technology 1.0 $298.0 NEW $298.00 -27.3%
31 VLTO VERALTO CORP Industrials 3.0 $267.0 NEW $89.00 +10.7%
32 OBE OBSIDIAN ENERGY LTD Energy 7.0 $57.0 NEW $8.14 +39.8%
33 FLNA FILANA THERAPEUTICS INC Healthcare 40.0 $48.0 NEW $1.20 -22.6%
34 CHRONOSCALE CORP 2.0 $45.0 NEW $22.50
35 NEGG NEWEGG COMMERCE INC Consumer Cyclical 1.0 $17.0 NEW $17.00 -1.8%
36 BLNK BLINK CHARGING CO Industrials 18.0 $12.0 NEW $0.67 -20.1%
37 GOVT ISHARES TR $4.0 NEW
Page 2 of 2  ·  37 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 46.6%
Communication Services 24.6%
Technology 18.0%
Healthcare 2.7%
Consumer Cyclical 2.5%
Industrials 2.2%
Energy 1.1%
Consumer Defensive 1.0%
Utilities 0.8%
Basic Materials 0.5%