Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Rakuten Investment Management, Inc. manages $29.7B across 607 positions as of Q4 2025. Top holdings: VTI (52.3%), VT (7.2%), SCHD (3.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Active quarter - 12 new positions, 42 exits, 308 increased. Top move: NVDA (INCREASED, conviction 87). Portfolio: $29.7B across 607 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile