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Portfolio (Quarterly) Guide ↗

Rakuten Investment Management, Inc.

· CIK 0002062680
13F Portfolio $49.2B AUM 509 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 456 Added 3 Reduced 146 Exited
Page 20 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DECK DECKERS OUTDOOR CORP Consumer Cyclical 21,256.0 $2.0M 0.00% +2K +10.2% $94.97 +0.1%
382 COOPER COS INC 29,085.0 $2.0M 0.00% +3K +11.2% $69.31
383 ZM ZOOM COMMUNICATIONS INC Technology 23,414.0 $1.9M 0.00% +13K +117.7% $82.19 +18.5%
384 CLX CLOROX CO DEL Consumer Defensive 18,558.0 $1.9M 0.00% +2K +12.1% $102.42 -9.3%
385 REGCO REGENCY CTRS CORP Real Estate 24,887.0 $1.9M 0.00% +3K +13.2% $74.89 -70.3%
386 MAS MASCO CORP Industrials 31,356.0 $1.8M 0.00% +4K +12.6% $58.60 +10.1%
387 FOXA FOX CORP Communication Services 30,167.0 $1.8M 0.00% +3K +9.8% $59.13 +10.2%
388 LUV SOUTHWEST AIRLS CO Industrials 48,388.0 $1.8M 0.00% +2K +4.9% $36.29 +3.2%
389 DOC HEALTHPEAK PROPERTIES INC Real Estate 103,147.0 $1.7M 0.00% +12K +12.8% $16.55 +17.5%
390 JKHY HENRY JACK & ASSOC INC Technology 10,720.0 $1.7M 0.00% +1K +10.5% $156.43 -9.9%
391 IT GARTNER INC Technology 10,536.0 $1.7M 0.00% +900.0 +9.3% $159.14 -1.4%
392 MRNA MODERNA INC Healthcare 34,249.0 $1.7M 0.00% +3K +10.4% $48.23 -4.1%
393 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 58,141.0 $1.6M 0.00% +9K +17.9% $28.35 +20.2%
394 GDDY GODADDY INC Technology 20,057.0 $1.6M 0.00% +2K +11.9% $81.74 +11.1%
395 SMCI SUPER MICRO COMPUTER INC Technology 76,376.0 $1.6M 0.00% +9K +13.3% $21.06 +47.2%
396 SE SEA LTD Consumer Cyclical 20,100.0 $1.6M 0.00% +4K +21.8% $78.31 +10.2%
397 AKAM AKAMAI TECHNOLOGIES INC Technology 14,169.0 $1.6M 0.00% +1K +10.4% $110.22 +31.6%
398 SWKS SKYWORKS SOLUTIONS INC Technology 29,635.0 $1.6M 0.00% +3K +9.9% $52.50 +36.0%
399 APA APA CORPORATION Energy 34,930.0 $1.5M 0.00% +3K +10.4% $43.74 -7.1%
400 RBLX ROBLOX CORP Technology 29,424.0 $1.5M 0.00% +5K +19.4% $51.91 -14.5%
Page 20 of 23  ·  456 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 33.3%
Communication Services 13.8%
Financial Services 10.2%
Healthcare 9.8%
Industrials 7.2%
Consumer Defensive 7.1%
Consumer Cyclical 7.1%
Energy 4.9%
Utilities 3.2%
Real Estate 2.1%