R Squared Ltd LUNG β€” PULMONX CORP

Ownership history in R Squared Ltd  Β·  4 quarters on record

AI Ownership Summary

R Squared Ltd reported PULMONX CORP (LUNG) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows LUNG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LUNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R Squared Ltd's position in PULMONX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LUNG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUNG stock page R Squared Ltd fund profile R Squared Ltd full holdings
How R Squared Ltd held LUNG β€” position size vs. price
% of Fund (quarterly)    LUNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 19,780 +5,097 +34.7% 0.01% $26K 2026-04-29 $1.20
2025 Q3 REDUCED 8.3% +37.6% ❌ 14,683 -1,328 -8.3% 0.01% $24K 2025-11-12 $1.96
2025 Q2 ADDED β€” β€” β€” 16,011 +9,248 +136.7% 0.02% $41K 2025-07-31 $1.84
2024 Q4 INITIATED β€” β€” β€” 6,763 β€” β€” 0.04% $46K 2025-01-23 $6.10

🏒 Other funds also holding LUNG

As of 2026 Q1 β€” sorted by position size

CFM WEALTH PARTNERS LLC 3Y 0.05% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.05% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.0% Berger Financial Group, Inc 3Y 0.0% FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Physician Wealth Advisors, Inc. 3Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% AdvisorNet Financial, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About R Squared Ltd and LUNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has R Squared Ltd reported owning LUNG?

R Squared Ltd reported LUNG across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LUNG position in R Squared Ltd's portfolio?

The largest reported portfolio weight for LUNG was 0.04% in 2024 Q4.

What is the latest reported LUNG position on this page?

The most recent filing on this page is 2026 Q1, when R Squared Ltd reported 19,780 shares, equal to 0.01% of portfolio, with an estimated market value of $26K.

What does the chart on this LUNG ownership page compare?

The chart compares R Squared Ltd's quarterly LUNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did R Squared Ltd time their LUNG position?

Based on 13F filing dates vs. subsequent LUNG price moves, R Squared Ltd correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LUNG relative to SPY over the holding period was -75.9%.

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