Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rakuten Securities, Inc. (CIK 2009539) reported $240.7M across 872 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($22.6M, 9.40%), MU ($16.3M, 6.76%), PLTR ($12.6M, 5.22%), TSLA ($11.4M, 4.73%), SNDK ($10.3M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $22.6M | 9.40% | 129,740 | Trimmed |
| 2 | MU | MICRON TECHNOLOGY INC | $16.3M | 6.76% | 48,138 | Added |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $12.6M | 5.22% | 85,917 | Trimmed |
| 4 | TSLA | TESLA INC | $11.4M | 4.73% | 30,640 | Trimmed |
| 5 | SNDK | SANDISK CORP | $10.3M | 4.27% | 16,190 | Added |
| 6 | UNH | UNITEDHEALTH GROUP INC | $9.1M | 3.78% | 33,626 | Added |
| 7 | MSFT | MICROSOFT CORP | $6.8M | 2.81% | 18,254 | Added |
| 8 | SOFI | SOFI TECHNOLOGIES INC | $6.3M | 2.60% | 394,867 | Trimmed |
| 9 | AVGO | BROADCOM INC | $4.9M | 2.05% | 15,976 | Trimmed |
| 10 | NFLX | NETFLIX INC. | $4.3M | 1.78% | 44,654 | Added |
| 11 | GOOG | ALPHABET INC | $4.2M | 1.74% | 14,568 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $3.6M | 1.50% | 6,259 | Added |
| 13 | GOOGL | ALPHABET INC | $3.6M | 1.49% | 12,479 | Trimmed |
| 14 | META | META PLATFORMS INC | $3.5M | 1.44% | 6,040 | Trimmed |
| 15 | GLDM | WORLD GOLD TR | $3.4M | 1.42% | 36,785 | Added |
| 16 | LITE | LUMENTUM HLDGS INC | $3.3M | 1.36% | 4,654 | Added |
| 17 | HMY | HARMONY GOLD MNG LTD | $3.3M | 1.36% | 212,390 | Added |
| 18 | IREN | IREN LIMITED | $2.8M | 1.18% | 83,091 | Added |
| 19 | MSTR | STRATEGY INC | $2.8M | 1.18% | 22,815 | Added |
| 20 | CRWV | COREWEAVE INC | $2.8M | 1.16% | 35,953 | Trimmed |
| 21 | SLV | ISHARES SILVER TR | $2.7M | 1.12% | 39,537 | Trimmed |
| 22 | ORCL | ORACLE CORP | $2.6M | 1.08% | 17,618 | Added |
| 23 | NEM | NEWMONT CORP | $2.6M | 1.08% | 24,112 | Trimmed |
| 24 | COIN | COINBASE GLOBAL INC | $2.6M | 1.08% | 14,932 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.6M | 1.07% | 7,655 | Added |
Source: SEC Form 13F filings · as of 2026-03-31