R Squared Ltd SGMO β€” SANGAMO THERAPEUTICS INC

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

AI Ownership Summary

R Squared Ltd reported SANGAMO THERAPEUTICS INC (SGMO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows SGMO 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 SGMO 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 SANGAMO THERAPEUTICS INC, 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

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

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

SGMO stock page R Squared Ltd fund profile R Squared Ltd full holdings
How R Squared Ltd held SGMO β€” position size vs. price
% of Fund (quarterly)    SGMO 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 REDUCED β€” β€” β€” 89,866 -57,325 -38.9% 0.01% $22K 2026-04-29 $0.13
2025 Q4 ADDED β€” β€” β€” 147,191 +26,732 +22.2% 0.03% $62K 2026-01-30 $0.54
2025 Q3 ADDED β€” β€” β€” 120,459 +68,000 +129.6% 0.03% $81K 2025-11-12 $0.47
2025 Q2 INITIATED β€” β€” β€” 52,459 β€” β€” 0.02% $28K 2025-07-31 $0.54

🏒 Other funds also holding SGMO

As of 2026 Q1 β€” sorted by position size

SANDERS MORRIS HARRIS LLC 3Y 7Y 0.03% Ascentis Independent Advisors 3Y 0.0% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.0% BXM Wealth LLC 0.0% Cannon Advisors, Inc. 0.0% Sandbox Financial Partners, LLC 3Y 0.0% Pasadena Private Wealth, LLC 3Y 7Y 0.0% Founders Capital Management 3Y 7Y 0.0% Belpointe Asset Management LLC 3Y 7Y 0.0% Signal Advisors Wealth, LLC 0.0%

FAQ About R Squared Ltd and SGMO

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 SGMO?

R Squared Ltd reported SGMO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for SGMO was 0.03% in 2025 Q3.

What is the latest reported SGMO position on this page?

The most recent filing on this page is 2026 Q1, when R Squared Ltd reported 89,866 shares, equal to 0.01% of portfolio, with an estimated market value of $22K.

What does the chart on this SGMO ownership page compare?

The chart compares R Squared Ltd's quarterly SGMO 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 SGMO position?

Based on 13F filing dates vs. subsequent SGMO price moves, R Squared Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SGMO relative to SPY over the holding period was -87.5%.

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