RAKUTEN INVESTMENT MANAGEMENT INC
Q3 2026 Form 13-F
TOKYO
CIK 0002062680
· Institutional investment manager
$40.7B Reported Value Total
Reported value
$40.7B
Quarter over quarter
+1.1%
Holdings
569
Top-10 concentration
71.8%
Filing Structure
Reports holdings for
- Rakuten Group Inc · File #028-25580 · Q2 2025 – Q1 2026 · declared by one filing
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Kazuya Kagamihara
Department Director, Compliance Department
Filing Navigation
13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 30, 2026 |
| Form | 13F-HR |
| Reported value | $40.7B |
| Positions | 569 |
| Change in reported value | +17.6% |
| New positions | 112 |
| Exited positions | 10 |
| Position turnover | 21.1% |
| Top-10 concentration | 71.8% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 30, 2026
|
569 | $40.7B |
|
Q2 2026 13F
Filed Aug 18, 2026
|
467 | $34.6B |
|
Q1 2026 13F
Filed May 12, 2026
|
464 | $49.2B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
607 | $29.7B |
|
Q3 2025 13F
Filed Oct 30, 2025
|
637 | $28.1B |
|
Q1 2025 13F
Filed May 15, 2025
|
694 | $21.8B |
|
Q3 2024 13F
Filed May 15, 2025
|
533 | $17.1B |
|
Q2 2024 13F
Filed May 15, 2025
|
536 | $15.2B |
|
Q1 2024 13F
Filed May 15, 2025
|
533 | $13.6B |
|
Q4 2023 13F
Filed May 15, 2025
|
527 | $11.4B |
|
Q3 2023 13F
Filed May 15, 2025
|
21 | $9.7B |
|
Q2 2023 13F
Filed May 15, 2025
|
21 | $9.3B |
|
Q1 2023 13F
Filed May 15, 2025
|
21 | $8.3B |
|
Q4 2022 13F
Filed May 15, 2025
|
21 | $7.3B |
|
Q3 2022 13F
Filed May 15, 2025
|
21 | $6.1B |
|
Q2 2022 13F
Filed May 15, 2025
|
20 | $5.9B |
|
Q1 2022 13F
Filed May 15, 2025
|
17 | $6.3B |
|
Q4 2021 13F
Filed May 15, 2025
|
19 | $5.8B |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTI VERADERMICS INC | $19.0B | 46.55% |
| 2 | VT VANGUARD INTL EQUITY INDEX F | $2.4B | 5.93% |
| 3 | SCHD SCHWAB STRATEGIC TR | $1.7B | 4.09% |
| 4 | VXUS VANGUARD WORLD FD | $1.6B | 3.95% |
| 5 | NVDA NVIDIA CORPORATION | $1.2B | 2.91% |
| 6 | AAPL APPLE INC | $1.0B | 2.5% |
| 7 | MSFT MICROSOFT CORP | $786.3M | 1.93% |
| 8 | VOO VANGUARD INDEX FDS | $675.0M | 1.66% |
| 9 | AMZN AMAZON COM INC | $517.1M | 1.27% |
| 10 | GOOGL ALPHABET INC | $422.9M | 1.04% |
| 11 | AVGO BROADCOM INC | $384.2M | 0.94% |
| 12 | META META PLATFORMS INC | $361.4M | 0.89% |
| 13 | MU MICRON TECHNOLOGY INC | $350.6M | 0.86% |
| 14 | GOOG ALPHABET INC | $344.6M | 0.85% |
| 15 | VYM VANGUARD WHITEHALL FDS | $283.5M | 0.7% |
| 16 | AMD ADVANCED MICRO DEVICES INC | $281.8M | 0.69% |
| 17 | TSLA TESLA INC | $237.9M | 0.58% |
| 18 | GLDM WORLD KINECT CORPORATION | $227.6M | 0.56% |
| 19 | JEPQ J P MORGAN EXCHANGE TRADED F | $211.6M | 0.52% |
| 20 | LLY ELI LILLY & CO | $170.2M | 0.42% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.