R SQUARED LTD

PrivateCIK: 1896148
509
Positions
$190.45M
Total AUM (reported)
6.84M
Total Shares

Allocation by class

TOTAL AUM$190.45M509 positions
COM$125.81M66.1%
COM NEW$9.98M5.2%
CL A$9.51M5.0%
SHS$7.47M3.9%
SPONSORED ADR$5.34M2.8%
COM CL A$5.19M2.7%
SPONSORED ADS$3.88M2.0%

Portfolio Concentration

Top 35.8%4–108.2%11–2510.6%Rest75.3%TOP 1014.1%0%100%
Top 3$11.12M5.8%
4–10$15.71M8.2%
11–25$20.23M10.6%
Rest$143.39M75.3%

Top 3 weight

5.8%

Top 10 weight

14.1%

Voting Authority Distribution

Total shares with voting rights: 6.84M

Sole

Full voting authority

6.46M

shares

% of voting shares94.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

375.69K

shares

% of voting shares5.5%

Investment Discretion (by position count)

Sole509
Shared0
Other0
Dominant voting typeSole · 94.5% of voting shares
Institutional Holdings509
Rows:

TXNM ENERGY INC

SOLE
COM
Shares68.17K
TypeSH
Market value$3.87M
2.03%
Sole
68.17K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
COM
Shares11.50K
TypeSH
Market value$3.63M
1.91%
Sole
11.50K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares18.06K
TypeSH
Market value$3.61M
1.90%
Sole
18.06K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares18.91K
TypeSH
Market value$2.65M
1.39%
Sole
18.91K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares5.20K
TypeSH
Market value$2.48M
1.30%
Sole
5.20K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares8.20K
TypeSH
Market value$2.37M
1.25%
Sole
8.20K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
COM
Shares10.78K
TypeSH
Market value$2.21M
1.16%
Sole
10.78K
Shared
0.00
None
0.00

CHUNGHWA TELECOM CO LTD

SOLE
SPON ADR NEW11
Shares47.85K
TypeSH
Market value$2.12M
1.11%
Sole
47.85K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares4.94K
TypeSH
Market value$1.96M
1.03%
Sole
4.94K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares11.55K
TypeSH
Market value$1.91M
1.01%
Sole
11.55K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares13.99K
TypeSH
Market value$1.72M
0.90%
Sole
13.99K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares20.62K
TypeSH
Market value$1.61M
0.85%
Sole
20.62K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares2.79K
TypeSH
Market value$1.57M
0.83%
Sole
2.79K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

SOLE
COM
Shares2.95K
TypeSH
Market value$1.50M
0.79%
Sole
2.95K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares1.51K
TypeSH
Market value$1.41M
0.74%
Sole
1.51K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares3.18K
TypeSH
Market value$1.34M
0.70%
Sole
3.18K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares4.51K
TypeSH
Market value$1.31M
0.69%
Sole
4.51K
Shared
0.00
None
0.00

PARKER-HANNIFIN CORP

SOLE
COM
Shares1.32K
TypeSH
Market value$1.30M
0.68%
Sole
1.32K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares3.13K
TypeSH
Market value$1.27M
0.67%
Sole
3.13K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares6.66K
TypeSH
Market value$1.26M
0.66%
Sole
6.66K
Shared
0.00
None
0.00

AMERICAN AIRLINES GROUP INC

SOLE
COM
Shares68.61K
TypeSH
Market value$1.24M
0.65%
Sole
68.61K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
COM
Shares15.97K
TypeSH
Market value$1.22M
0.64%
Sole
15.97K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares1.64K
TypeSH
Market value$1.19M
0.62%
Sole
1.64K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares12.46K
TypeSH
Market value$1.15M
0.60%
Sole
12.46K
Shared
0.00
None
0.00

GRAB HOLDINGS LIMITED

SOLE
CLASS A ORD
Shares300.86K
TypeSH
Market value$1.13M
0.60%
Sole
300.86K
Shared
0.00
None
0.00
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