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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 7 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CIEN CIENA CORP Technology 540.0 $265K 0.06% -788.0 -59.3% $490.56 -18.3%
122 VT VANGUARD INTL EQUITY INDEX F 1,676.0 $263K 0.06% -3K -67.4% $156.95 +2.6%
123 QBTS D-WAVE QUANTUM INC Technology 10,916.0 $262K 0.06% +9K +436.1% $23.99 -24.2%
124 MCD MCDONALDS CORP Consumer Cyclical 947.0 $256K 0.06% +153.0 +19.3% $270.31 -2.8%
125 MXL MAXLINEAR INC Technology 1,985.0 $254K 0.06% NEW $128.03 -49.4%
126 ASX ASE TECHNOLOGY HLDG CO LTD Technology 5,589.0 $252K 0.06% +5K +490.2% $45.12 -14.3%
127 OKTA OKTA INC Technology 1,835.0 $250K 0.06% +1K +374.2% $136.45 +21.3%
128 MRNA MODERNA INC Healthcare 3,543.0 $248K 0.06% -910.0 -20.4% $70.03 +102.7%
129 AXON AXON ENTERPRISE INC Industrials 441.0 $247K 0.06% +305.0 +224.3% $560.61 +8.8%
130 NU NU HLDGS LTD Financial Services 18,458.0 $247K 0.06% +3K +18.8% $13.36 +11.8%
131 AXTI AXT INC Technology 3,402.0 $245K 0.06% NEW $72.08 -6.0%
132 NVO NOVO-NORDISK A S Healthcare 5,064.0 $243K 0.06% -23K -82.2% $47.94 -4.5%
133 ETN EATON CORP PLC Industrials 564.0 $240K 0.06% +509.0 +925.5% $426.12 -1.6%
134 V VISA INC Financial Services 697.0 $239K 0.06% -229.0 -24.7% $343.09 +10.9%
135 INTU INTUIT Technology 912.0 $238K 0.06% +497.0 +119.8% $261.00 +32.7%
136 PATH UIPATH INC Technology 21,525.0 $234K 0.05% +11K +108.3% $10.87 +68.1%
137 OSCR OSCAR HEALTH INC Healthcare 8,120.0 $232K 0.05% +6K +343.7% $28.52 +7.6%
138 LEGN LEGEND BIOTECH CORP Healthcare 8,005.0 $231K 0.05% +8K +10000.0% $28.88 -28.9%
139 VTI VANGUARD INDEX FDS 613.0 $227K 0.05% -245.0 -28.6% $370.04 +2.5%
140 UBER UBER TECHNOLOGIES INC Technology 3,063.0 $221K 0.05% +580.0 +23.4% $72.16 +6.0%
Page 7 of 46  ·  914 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%