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Portfolio (Quarterly) Guide ↗

PayPay Securities Corp

· CIK 0001908623
13F Portfolio $4M AUM 302 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 94 Added 137 Reduced 2 Exited
Page 13 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FSLY FASTLY INC Technology 51.0 $936.0 0.02% +14.0 +37.8% $18.35 +44.9%
242 NVAX NOVAVAX INC Healthcare 99.0 $933.0 0.02% -17.0 -14.7% $9.42 -15.9%
243 SNAP SNAP INC Communication Services 209.0 $928.0 0.02% -28.0 -11.8% $4.44 +15.1%
244 DLO DLOCAL LTD Technology 71.0 $923.0 0.02% -1.0 -1.4% $13.00 +4.9%
245 DG DOLLAR GEN CORP Consumer Defensive 8.0 $921.0 0.02% $115.12 +5.0%
246 UPST UPSTART HLDGS INC Financial Services 26.0 $921.0 0.02% -13.0 -33.3% $35.42 -17.8%
247 KDP KEURIG DR PEPPER INC Consumer Defensive 28.0 $916.0 0.02% -7.0 -20.0% $32.71 -5.9%
248 GAP GAP INC Consumer Cyclical 49.0 $915.0 0.02% +11.0 +28.9% $18.67 +7.5%
249 XRX XEROX HOLDINGS CORP Technology 292.0 $914.0 0.02% -1K -78.8% $3.13 -5.1%
250 CARNIVAL CORP LTD 32.0 $914.0 0.02% NEW $28.56
251 DOCS DOXIMITY INC Healthcare 44.0 $913.0 0.02% +4.0 +10.0% $20.75 +20.2%
252 MRNA MODERNA INC Healthcare 13.0 $910.0 0.02% -6.0 -31.6% $70.00 -10.1%
253 ZG ZILLOW GROUP INC Communication Services 29.0 $910.0 0.02% +7.0 +31.8% $31.38 +12.4%
254 DKNG DRAFTKINGS INC NEW Consumer Cyclical 36.0 $909.0 0.02% -8.0 -18.2% $25.25 -4.8%
255 F FORD MTR CO Consumer Cyclical 65.0 $904.0 0.02% -5.0 -7.1% $13.91 +0.2%
256 ULTA ULTA BEAUTY INC Consumer Cyclical 2.0 $902.0 0.02% +1.0 +100.0% $451.00 +14.6%
257 EWZ ISHARES INC 26.0 $897.0 0.02% +1.0 +4.0% $34.50 -2.3%
258 LYFT LYFT INC Technology 61.0 $891.0 0.02% -13.0 -17.6% $14.61 +15.9%
259 DOCU DOCUSIGN INC Technology 20.0 $888.0 0.02% $44.40 +35.2%
260 FISV FISERV INC Technology 18.0 $883.0 0.02% +8.0 +80.0% $49.06 +5.4%
Page 13 of 16  ·  302 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
Technology 33.8%
Financial Services 16.2%
Healthcare 12.1%
Communication Services 10.3%
Consumer Cyclical 10.2%
Consumer Defensive 6.1%
Industrials 5.4%
Energy 2.7%
Utilities 2.1%
Basic Materials 1.3%