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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $430M AUM 914 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 121 New 327 Added 356 Reduced 86 Exited
Page 4 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,055.0 $374K 0.09% +269.0 +4.7% $61.76 -7.0%
62 RBLX ROBLOX CORP Technology 6,773.0 $368K 0.09% +4K +110.5% $54.38 -30.9%
63 ISRG INTUITIVE SURGICAL INC Healthcare 910.0 $362K 0.08% +598.0 +191.7% $397.68 -6.9%
64 CVNA CARVANA CO Consumer Cyclical 5,245.0 $345K 0.08% +4K +290.5% $65.82 +12.4%
65 GFI GOLD FIELDS LTD Basic Materials 10,137.0 $341K 0.08% +2K +19.9% $33.59 +42.4%
66 VST VISTRA CORP Utilities 2,136.0 $339K 0.08% +586.0 +37.8% $158.63 -11.7%
67 QQQM INVESCO EXCH TRADED FD TR II 1,110.0 $336K 0.08% +611.0 +122.4% $302.97 -3.3%
68 ZS ZSCALER INC Technology 2,368.0 $334K 0.08% +1K +73.3% $141.15 +20.7%
69 VYM VANGUARD WHITEHALL FDS 2,107.0 $333K 0.08% +1K +111.3% $158.03 +4.4%
70 SITM SITIME CORP Technology 440.0 $328K 0.08% +37.0 +9.2% $745.56 -19.9%
71 PEP PEPSICO INC Consumer Defensive 2,392.0 $324K 0.07% +262.0 +12.3% $135.40 +5.0%
72 FLY FIREFLY AEROSPACE INC Industrials 10,868.0 $320K 0.07% +10K +924.3% $29.40 -24.3%
73 PL PLANET LABS PBC Industrials 9,529.0 $316K 0.07% +3K +36.0% $33.13 -36.1%
74 VICR VICOR CORP Technology 796.0 $302K 0.07% +721.0 +961.3% $379.78 -48.1%
75 FORM FORMFACTOR INC Technology 1,879.0 $301K 0.07% +2K +10000.0% $159.93 -32.4%
76 TSEM TOWER SEMICONDUCTOR LTD Technology 1,087.0 $283K 0.07% +626.0 +135.8% $260.64 -15.1%
77 QBTS D-WAVE QUANTUM INC Technology 10,916.0 $262K 0.06% +9K +436.1% $23.99 -27.0%
78 MCD MCDONALDS CORP Consumer Cyclical 947.0 $256K 0.06% +153.0 +19.3% $270.31 -1.3%
79 ASX ASE TECHNOLOGY HLDG CO LTD Technology 5,589.0 $252K 0.06% +5K +490.2% $45.12 -17.4%
80 OKTA OKTA INC Technology 1,835.0 $250K 0.06% +1K +374.2% $136.45 -1.5%
Page 4 of 17  ·  327 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 75.8%
Financial Services 7.3%
Consumer Cyclical 5.1%
Communication Services 4.1%
Industrials 2.6%
Healthcare 2.0%
Utilities 1.1%
Basic Materials 1.0%
Consumer Defensive 0.6%
Energy 0.3%