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Portfolio (Quarterly) Guide ↗

RD Finance Ltd

· CIK 0002057936
13F Portfolio $101M AUM 27 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 7 Added 2 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKNG BOOKING HOLDINGS INC Consumer Cyclical 23,525.0 $4.2M 4.14% NEW $178.24 +19.9%
2 HSAI HESAI GROUP Consumer Cyclical 96,380.0 $1.8M 1.73% NEW $18.22 +0.4%
3 ETN EATON CORP PLC Industrials 3,770.0 $1.6M 1.59% NEW $425.99 -3.9%
4 VRT VERTIV HOLDINGS CO Industrials 4,790.0 $1.6M 1.58% NEW $334.86 -23.6%
5 PWR QUANTA SVCS INC Industrials 1,460.0 $1.1M 1.04% NEW $719.86 -16.1%
6 CRWV COREWEAVE INC Technology 10,000.0 $995K 0.98% NEW $99.50 -11.5%
7 EQIX EQUINIX INC Real Estate 952.0 $992K 0.98% NEW $1042.02 +3.0%
8 DLR DIGITAL RLTY TR INC Real Estate 5,405.0 $971K 0.96% NEW $179.65 +7.1%
9 NXT NEXTRACKER INC Technology 6,900.0 $822K 0.81% NEW $119.13 -28.8%
10 MYRG MYR GROUP INC DEL Industrials 1,129.0 $565K 0.56% NEW $500.44 -40.8%

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 50.6%
Consumer Cyclical 23.6%
Communication Services 19.1%
Industrials 4.8%
Real Estate 1.9%