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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 24 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BZ KANZHUN LIMITED Industrials 16,918.0 $226K +3K +21.0% $13.34 +6.1%
462 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 14,003.0 $224K +2K +19.8% $16.00 -12.7%
463 SNAP SNAP INC Communication Services 53,757.0 $216K +8K +17.9% $4.02 +37.6%
464 TAL TAL ED GROUP Consumer Defensive 18,712.0 $206K +3K +19.8% $11.01 -1.9%
Page 24 of 24  ·  464 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%