Rakuten Securities, Inc. — 13F Holdings & Portfolio

CIK 2009539 · latest 13F-HR filed 2026-05-01

Rakuten Securities, Inc. manages $240.7M in 13F-reported U.S. long-equity assets across 879 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (9.40%), MU (6.76%), PLTR (5.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 73 new positions, exited 86, added to 300, and trimmed 447.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$240.7M

Long-equity book

Holdings

879

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+73 / −86 / ↑300 / ↓447

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SANDISK CORP$8.0M +344.7%
  • UNITEDHEALTH GROUP INC$5.9M +187.2%
  • MICRON TECHNOLOGY INC$3.0M +23.0%
  • LUMENTUM HLDGS INC$2.4M +255.5%
  • HARMONY GOLD MNG LTD$2.2M +217.3%
Show all 300

Top Trims

  • SOFI TECHNOLOGIES INC-$13.4M -68.1%
  • NVIDIA CORPORATION-$12.8M -36.1%
  • ALPHABET INC-$12.5M -77.7%
  • ALPHABET INC-$6.9M -62.3%
  • TESLA INC-$6.2M -35.3%
Show all 447

New Positions

  • VISTA ENERGY S.A.B. DE C.V.$1.8M
  • PLANET LABS PBC$195.9K
  • EMBRAER S.A.$157.5K
  • AMCOR PLC$148.1K
  • ING GROEP N.V.$88.6K
Show all 73

Exited Positions

  • ASTRAZENECA PLC$130.5K
  • BECTON DICKINSON & CO$80.2K
  • VANGUARD BD INDEX FDS$77.9K
  • CBRE GROUP INC$48.2K
  • HENRY SCHEIN INC$37.8K
Show all 86
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $22.6M 9.40% 129,740 SH
2 MICRON TECHNOLOGY INC MU 595112103 $16.3M 6.76% 48,138 SH
3 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $12.6M 5.22% 85,917 SH
4 TESLA INC TSLA 88160R101 $11.4M 4.73% 30,640 SH
5 SANDISK CORP SNDK 80004C200 $10.3M 4.27% 16,190 SH
6 UNITEDHEALTH GROUP INC UNH 91324P102 $9.1M 3.78% 33,626 SH
7 MICROSOFT CORP MSFT 594918104 $6.8M 2.81% 18,254 SH
8 SOFI TECHNOLOGIES INC SOFI 83406F102 $6.3M 2.60% 394,867 SH
9 BROADCOM INC AVGO 11135F101 $4.9M 2.05% 15,976 SH
10 NETFLIX INC. NFLX 64110L106 $4.3M 1.78% 44,654 SH
11 ALPHABET INC GOOG 02079K107 $4.2M 1.74% 14,568 SH
12 INVESCO QQQ TR QQQ 46090E103 $3.6M 1.50% 6,259 SH
13 ALPHABET INC GOOGL 02079K305 $3.6M 1.49% 12,479 SH
14 META PLATFORMS INC META 30303M102 $3.5M 1.44% 6,040 SH
15 WORLD GOLD TR GLDM 98149E303 $3.4M 1.42% 36,785 SH
16 LUMENTUM HLDGS INC LITE 55024U109 $3.3M 1.36% 4,654 SH
17 HARMONY GOLD MNG LTD HMY 413216300 $3.3M 1.36% 212,390 SH
18 IREN LIMITED IREN Q4982L109 $2.8M 1.18% 83,091 SH
19 STRATEGY INC MSTR 594972408 $2.8M 1.18% 22,815 SH
20 COREWEAVE INC CRWV 21873S108 $2.8M 1.16% 35,953 SH
21 ISHARES SILVER TR SLV 46428Q109 $2.7M 1.12% 39,537 SH
22 NEWMONT CORP NEM 651639106 $2.6M 1.08% 24,112 SH
23 COINBASE GLOBAL INC COIN 19260Q107 $2.6M 1.08% 14,932 SH
24 ORACLE CORP ORCL 68389X105 $2.6M 1.08% 17,618 SH
25 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.6M 1.07% 7,655 SH
26 AST SPACEMOBILE INC ASTS 00217D100 $2.6M 1.07% 31,087 SH
27 AMAZON COM INC AMZN 023135106 $2.5M 1.04% 12,048 SH
28 GOLDMAN SACHS GROUP INC GS 38141G104 $2.3M 0.94% 2,675 SH
29 IONQ INC IONQ 46222L108 $2.1M 0.89% 74,267 SH
30 SPDR GOLD TR GLD 78463V107 $1.8M 0.76% 4,244 SH
31 VISTA ENERGY S.A.B. DE C.V. VIST 92837L109 $1.8M 0.75% 24,079 SH
32 APPLOVIN CORP APP 03831W108 $1.8M 0.75% 4,557 SH
33 CIRCLE INTERNET GROUP INC CRCL 172573107 $1.8M 0.75% 19,003 SH
34 INTEL CORP INTC 458140100 $1.7M 0.70% 38,223 SH
35 ELI LILLY & CO LLY 532457108 $1.7M 0.70% 1,832 SH
36 PETROLEO BRASILEIRO S A PBR 71654V408 $1.7M 0.69% 80,473 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $1.6M 0.68% 8,020 SH
38 ARM HOLDINGS PLC ARM 042068205 $1.6M 0.67% 10,667 SH
39 APPLE INC AAPL 037833100 $1.6M 0.65% 6,125 SH
40 ISHARES TR TLT 464287432 $1.5M 0.63% 17,495 SH
41 CLOUDFLARE INC NET 18915M107 $1.5M 0.62% 7,259 SH
42 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $1.4M 0.59% 15,068 SH
43 ADOBE INC ADBE 00724F101 $1.4M 0.57% 5,611 SH
44 OCCIDENTAL PETE CORP OXY 674599105 $1.2M 0.49% 18,278 SH
45 JOBY AVIATION INC JOBY G65163100 $1.1M 0.47% 137,773 SH
46 PFIZER INC PFE 717081103 $1.1M 0.47% 40,243 SH
47 QUALCOMM INC QCOM 747525103 $1.1M 0.44% 8,236 SH
48 NOVO-NORDISK A S NVO 670100205 $1.0M 0.43% 28,428 SH
49 ASTERA LABS INC ALAB 04626A103 $1.0M 0.43% 9,355 SH
50 OKLO INC OKLO 02156V109 $1.0M 0.42% 20,482 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $240.7M 879 0002009539-26-000004
2025-12-31 2026-01-29 $308.2M 892 0002009539-26-000001