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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 18 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VNOM VIPER ENERGY INC Energy 2.0 $85.0 -299.0 -99.3% $42.50 +4.1%
342 VFC V F CORP Consumer Cyclical 5.0 $83.0 -200.0 -97.6% $16.60 -16.3%
343 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1.0 $72.0 -62.0 -98.4% $72.00 +0.6%
344 BRO BROWN & BROWN INC Financial Services 1.0 $64.0 -79.0 -98.8% $64.00 +13.7%
345 VGSH VANGUARD SCOTTSDALE FDS 1.0 $58.0 -7.0 -87.5% $58.00 +0.3%
346 SHAK SHAKE SHACK INC Consumer Cyclical 1.0 $56.0 -20.0 -95.2% $56.00 +30.2%
347 PR PERMIAN RESOURCES CORP Energy 3.0 $55.0 -1.0 -25.0% $18.33 +24.1%
348 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 1.0 $53.0 -15.0 -93.8% $53.00 +11.6%
349 PSN PARSONS CORP DEL Industrials 1.0 $52.0 -9.0 -90.0% $52.00 -6.5%
350 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 1.0 $50.0 -57.0 -98.3% $50.00 +6.3%
351 AMCOR PLC 1.0 $43.0 -4K -100.0% $43.00
352 BP BP PLC Energy 1.0 $37.0 -190.0 -99.5% $37.00 +14.9%
353 KBR KBR INC Industrials 1.0 $35.0 -100.0 -99.0% $35.00 +8.4%
354 ZETA ZETA GLOBAL HOLDINGS CORP Technology 1.0 $20.0 -356.0 -99.7% $20.00 +41.1%
355 YMM FULL TRUCK ALLIANCE CO LTD Technology 2.0 $16.0 -1K -99.8% $8.00 +10.2%
356 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1.0 $6.0 -2.0 -66.7% $6.00 -10.7%
Page 18 of 18  ·  356 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%