account_balance
Investment manager · 13F filer · SEC CIK 2009539
Rakuten Securities, Inc.
Reported value$359Mas of Sep 30, 2026
Positions956 110 new, 68 sold out
Top 10 weight45.4%MU alone is 14%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
14.2%Trimmed −44%
SNDKSandisk Corp
9.7%Trimmed −16%
NVDANVIDIA Corp
6.0%Trimmed −41%
PLTRPalantir Technologies Inc.
2.7%Trimmed −24%
TSLATesla, Inc.
2.6%Trimmed −14%
AVGOBroadcom Inc.
2.3%Added +82%
AMDAdvanced Micro Devices Inc
2.2%Added +111%
SOFISoFi Technologies, Inc.
1.9%Trimmed −16%
MRVLMarvell Technology, Inc.
1.9%Trimmed −20%
MSFTMicrosoft Corp
1.8%
GOOGAlphabet Inc.
1.8%
IONQ1.6%MUMicron Technology Inc
14.2%Trimmed −44%
SNDKSandisk Corp
9.7%−16%
NVDANVIDIA Corp
6.0%−41%
PLTR2.7%TSLA2.6%AVGO2.3%AMD2.2%SOFI1.9%MRVL1.9%MSFTGOOGIONQBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 14.2% Trimmed −44%SNDK Sandisk Corp 9.7% Trimmed −16%NVDA NVIDIA Corp 6.0% Trimmed −41%PLTR Palantir Technologies Inc. 2.7% Trimmed −24%TSLA Tesla, Inc. 2.6% Trimmed −14%AVGO Broadcom Inc. 2.3% Added +82%AMD Advanced Micro Devices Inc 2.2% Added +111%SOFI SoFi Technologies, Inc. 1.9% Trimmed −16%MRVL Marvell Technology, Inc. 1.9% Trimmed −20%MSFT Microsoft Corp 1.8% Trimmed −63%GOOG Alphabet Inc. 1.8% Added +12%IONQ IonQ, Inc. 1.6% Added +62%
What changed
Biggest moves since Jun 30, 2026
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