R Squared Ltd CHT — CHUNGHWA TELECOM CO LTD

Ownership history in R Squared Ltd  ·  5 quarters on record

AI Ownership Summary

R Squared Ltd reported CHUNGHWA TELECOM CO LTD (CHT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2026 Q1. The latest visible filing shows CHT at 1.28% 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 CHT 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 CHUNGHWA TELECOM CO LTD, 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

CHT was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2026 Q1

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.

CHT stock page R Squared Ltd fund profile R Squared Ltd full holdings
How R Squared Ltd held CHT — position size vs. price
% of Fund (quarterly)    CHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 55,164 +27,200 +97.3% 1.28% $2.3M 2026-04-29 $42.97
2025 Q4 ADDED — — — 27,964 +4,444 +18.9% 0.54% $1.2M 2026-01-30 $42.48
2025 Q3 ADDED — — — 23,520 +16,450 +232.7% 0.44% $1.0M 2025-11-12 $42.75
2025 Q1 ADDED — — — 7,070 +3,700 +109.8% 0.30% $277K 2025-05-09 $41.37
2024 Q4 INITIATED — — — 3,370 — — 0.12% $127K 2025-01-23 $37.43

🏢 Other funds also holding CHT

As of 2026 Q1 — sorted by position size

SmartHarvest Portfolios, LLC 0.29% Fulcrum Equity Management 3Y 7Y 0.22% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.17% Lester Murray Antman dba SimplyRich 3Y 7Y 0.16% CogentBlue Wealth Advisors, LLC 0.13% Kathmere Capital Management, LLC 3Y 0.13% Cordatus Wealth Management LLC 3Y 7Y 0.11% DGS Capital Management, LLC 3Y 0.09% DELTEC ASSET MANAGEMENT LLC 3Y 7Y 0.08% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.07%

FAQ About R Squared Ltd and CHT

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 CHT?

R Squared Ltd reported CHT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CHT was 1.28% in 2026 Q1.

What is the latest reported CHT position on this page?

The most recent filing on this page is 2026 Q1, when R Squared Ltd reported 55,164 shares, equal to 1.28% of portfolio, with an estimated market value of $2.3M.

What does the chart on this CHT ownership page compare?

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

Based on 13F filing dates vs. subsequent CHT price moves, R Squared Ltd correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CHT relative to SPY over the holding period was -2.4%.

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