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Portfolio (Quarterly) Guide ↗

PayPay Securities Corp

· CIK 0001908623
13F Portfolio $3M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New
Page 12 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TIP ISHARES TR 11.0 $1K 0.04% NEW $109.91 +0.6%
222 FSLY FASTLY INC Technology 118.0 $1K 0.04% NEW $10.18 +61.5%
223 LYFT LYFT INC Technology 62.0 $1K 0.04% NEW $19.37 -32.2%
224 DOCS DOXIMITY INC Healthcare 27.0 $1K 0.04% NEW $44.30 -57.1%
225 NVAX NOVAVAX INC Healthcare 178.0 $1K 0.04% NEW $6.72 +34.4%
226 SNAP SNAP INC Communication Services 148.0 $1K 0.04% NEW $8.07 -32.1%
227 CCL CARNIVAL CORP Consumer Cyclical 39.0 $1K 0.04% NEW $30.54 -18.7%
228 ON ON SEMICONDUCTOR CORP Technology 22.0 $1K 0.04% NEW $54.14 +110.7%
229 PINS PINTEREST INC Communication Services 46.0 $1K 0.04% NEW $25.89 -24.5%
230 ENPH ENPHASE ENERGY INC Energy 37.0 $1K 0.04% NEW $32.05 +61.1%
231 NET CLOUDFLARE INC Technology 6.0 $1K 0.04% NEW $197.17 +1.1%
232 PTON PELOTON INTERACTIVE INC Consumer Cyclical 192.0 $1K 0.04% NEW $6.16 -13.6%
233 GAP GAP INC Consumer Cyclical 46.0 $1K 0.04% NEW $25.61 -19.3%
234 EWZ ISHARES INC 37.0 $1K 0.03% NEW $31.76 +14.4%
235 DLO DLOCAL LTD Technology 83.0 $1K 0.03% NEW $14.14 -22.9%
236 DKNG DRAFTKINGS INC NEW Consumer Cyclical 34.0 $1K 0.03% NEW $34.47 -27.3%
237 F FORD MTR CO Consumer Cyclical 89.0 $1K 0.03% NEW $13.12 +2.0%
238 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2.0 $1K 0.03% NEW $580.50 -25.4%
239 ZG ZILLOW GROUP INC Communication Services 17.0 $1K 0.03% NEW $68.24 -44.1%
240 AI C3 AI INC Technology 86.0 $1K 0.03% NEW $13.48 -37.5%
Page 12 of 14  ·  280 positions

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
Financial Services 27.6%
Technology 27.5%
Consumer Cyclical 9.9%
Communication Services 8.9%
Consumer Defensive 7.6%
Healthcare 7.3%
Industrials 6.0%
Energy 2.1%
Utilities 1.9%
Basic Materials 1.3%