SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Rakuten Securities, Inc.

CIK 0002009539 · 2-6-21 MINAMI-AOYAMA, MINATO-KU, TOKYO, M0, 107-0062 · 813-6739-1700

Reported Value
$254M
Q4 2024
Positions
760
Filings on Record
11
2019–present window
Filed
Feb 10, 2025
original filing

Summary

Rakuten Securities, Inc. reported $254M in U.S.-listed holdings across 760 positions for Q4 2024.

Its largest position, NVDA, represents 19.4% of the portfolio.

Compared with Q3 2024, the fund opened 119 new positions and exited 72.

Portfolio Metrics

Turnover
+28.2%
vs prior filed quarter
Top-10 Concentration
+60.4%
share of reported value
Largest Position
+19.4%
Nvidia Corporation
New / Exited
119 / 72
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $127MQ4 ’23Q1 ’24: $228MQ2 ’24: $233MQ2 ’24Q3 ’24: $230MQ4 ’24: $254MQ4 ’24Q1 ’25: $198MQ2 ’25: $255MQ2 ’25Q3 ’25: $271MQ4 ’25: $308MQ4 ’25Q1 ’26: $241Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 87.7%ETP: 6.5%ADR: 3.8%Other: 1.9%NY Reg Shrs: 0.0%
  • Common Stock · 87.7% · $223M
  • ETP · 6.5% · $17M
  • ADR · 3.8% · $10M
  • Other · 1.9% · $5M
  • NY Reg Shrs · 0.0% · $44,422

Quarter-over-Quarter Changes full breakdown →

vs Q3 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
IONQIONQ INCNEW+90.0K90.0K+$4M$4M
SOFISOFI TECHNOLOGIES INCNEW+89.0K89.0K+$1M$1M
RBRKRUBRIK INC.NEW+7.1K7.1K+$464,906$464,906
ANETARISTA NETWORKS INCNEW+3.7K3.7K+$404,098$404,098
TEMTEMPUS AI INCNEW+8.7K8.7K+$293,780$293,780
BLKBLACKROCK INCNEW+246246+$252,177$252,177
SMCISUPER MICRO COMPUTER INCNEW+7.0K7.0K+$213,817$213,817
SMRNUSCALE PWR CORPNEW+7.5K7.5K+$134,296$134,296

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

48 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM19.43%$49M367.4K
2TSLATESLA INChistory →COM16.92%$43M106.4K
3PLTRPALANTIR TECHNOLOGIES INChistory →CL A6.86%$17M230.4K
4MIGAMICROSTRATEGY INChistory →CL A NEW4.88%$12M42.8K
5AVGOBROADCOM INChistory →COM4.40%$11M48.2K
6VANGUARD INDEX FDSTOTAL STK MKT · S&P 500 ETF SHS1.90%$5M13.1K
7COINCOINBASE GLOBAL INChistory →COM CL A1.73%$4M17.7K
8WBAWALGREENS BOOTS ALLIANCE INChistory →COM1.70%$4M463.0K
9LLYELI LILLY & COhistory →COM1.61%$4M5.3K
10IONQIONQ INChistory →COM1.48%$4M90.0K
11NDQINVESCO QQQ TRhistory →UNIT SER 11.38%$4M6.9K
12MSFTMICROSOFT CORPhistory →COM1.38%$3M8.3K
13MUMICRON TECHNOLOGY INChistory →COM1.37%$3M41.4K
14ARMARM HOLDINGS PLChistory →SPONSORED ADS1.36%$3M27.9K
15GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.34%$3M17.9K
16ISHARES TR20 YR TR BD ETF1.31%$3M38.1K
17APPAPPLOVIN CORPhistory →COM CL A1.25%$3M9.8K
18METAMETA PLATFORMS INChistory →CL A1.20%$3M5.2K
19GSGOLDMAN SACHS GROUP INChistory →COM1.18%$3M5.2K
20AMDADVANCED MICRO DEVICES INChistory →COM1.11%$3M23.4K
21AAPLAPPLE INChistory →COM1.09%$3M11.1K
22DUOLDUOLINGO INCCL A COM0.94%$2M7.4K
23MONDAY COM LTDSHS0.80%$2M8.6K
24AMZNAMAZON COM INCCOM0.79%$2M9.1K
25PBRPETROLEO BRASILEIRO SA PETROSPONSORED ADR0.72%$2M143.1K
26TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.61%$2M7.8K
27SOFISOFI TECHNOLOGIES INCCOM0.54%$1M89.0K
28BABOEING COCOM0.51%$1M7.4K
29ALABASTERA LABS INCCOM0.46%$1M8.8K
30INTCINTEL CORPCOM0.42%$1M52.7K
31NFLXNETFLIX INCCOM0.39%$990,2571.1K
32DOCSDOXIMITY INCCL A0.39%$982,00218.4K
33CRWDCROWDSTRIKE HLDGS INCCL A0.37%$932,3862.7K
34MRVLMARVELL TECHNOLOGY INCCOM0.34%$868,6897.9K
35HOODROBINHOOD MKTS INCCOM CL A0.32%$814,57821.9K
36RIVNRIVIAN AUTOMOTIVE INCCOM CL A0.32%$802,22960.3K
37QCOMQUALCOMM INCCOM0.31%$785,6135.1K
38PFEPFIZER INCCOM0.31%$780,61929.4K
39UBERUBER TECHNOLOGIES INCCOM0.28%$714,43011.8K
40CVNACARVANA COCL A0.28%$698,5423.4K
41NOWSERVICENOW INCCOM0.27%$696,499657
42SPDR S&P 500 ETF TRTR UNIT0.26%$668,1311.1K
43RDDTREDDIT INCCL A0.26%$653,7604.0K
44VANGUARD WHITEHALL FDSHIGH DIV YLD0.25%$630,4224.9K
45VSTVISTRA CORPCOM0.24%$607,8694.4K
46NKENIKE INCCL B0.23%$591,8917.8K
47MCDMCDONALDS CORPCOM0.23%$582,6792.0K
48BABAALIBABA GROUP HLDG LTDSPONSORED ADS0.23%$578,6926.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$241M879May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$308M892Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$271M905Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$255M842Aug 15, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$198M821Apr 18, 202513F-HRchanges · EDGAR ↗
Q4 2024$254M760Feb 10, 202513F-HRchanges · EDGAR ↗
Q3 2024$230M713Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$233M714Jul 31, 202413F-HRchanges · EDGAR ↗
Q1 2024$228M715May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$127M612Jan 31, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.