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CIK: 0002062680
Total reported value
$34.6B
$34.6B
536 檔
38.9%
As reported in its official Q2 2024 Form 13F filing, Rakuten Investment Management, Inc.'s tracked investment portfolio stood at $34.6B with 536 total positions.
In Q2 2024, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 49 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 536 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 73.61% | -10.46% | +3.84% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 11.93% | -1.80% | +0.27% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +1.26% | +1467.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.00% | — | +59.13% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.78% | -0.03% | +7.64% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | +60.59% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.30% | +59.65% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.59% | +59.26% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.54% | +61.34% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.47% | +58.57% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.08% | +0.47% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.24% | +0.01% | +8.29% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.25% | +58.73% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | +0.33% | +61.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | +57.60% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | +8.48% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.16% | -0.01% | -10.85% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | +0.19% | +57.29% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | +0.10% | +61.65% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | +0.05% | +78.50% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.14% | -0.02% | +15.81% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.13% | — | +54.60% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.13% | -0.06% | -1.74% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.11% | +57.65% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | +0.12% | +57.80% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | +0.05% | +60.77% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | +0.06% | +58.58% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.10% | +0.08% | +57.56% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.10% | +0.10% | +25.85% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | +0.11% | +58.37% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.10% | +0.02% | +60.46% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.09% | — | +54.13% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | +0.06% | +57.67% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | +0.06% | +58.26% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | +0.04% | +61.71% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | -0.03% | -2.18% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | — | +56.68% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.08% | +0.03% | +56.13% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | +0.19% | +61.08% | |
| 40 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.07% | -0.01% | -3.60% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.07% | — | +61.68% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.07% | +0.06% | +57.83% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.07% | +0.01% | +58.80% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.07% | +0.39% | +55.15% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | +62.04% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.06% | +0.05% | +58.32% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.06% | +0.22% | +51.98% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.06% | +0.03% | +62.81% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.06% | +0.04% | +56.37% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.06% | +0.02% | +59.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +1467.51% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +59.13% | Add |
| 3 | AMZN | Amazon.com Inc | +0.2% | +60.59% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +59.26% | Add |
| 5 | AVGO | Broadcom Inc | +0.1% | +61.34% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +59.65% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +58.57% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +58.73% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | +61.06% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +61.65% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +57.60% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +78.50% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +57.29% | Add |
| 14 | NFLX | Netflix Inc | 0% | +60.77% | Add |
| 15 | UNH | Unitedhealth Group Inc | 0% | +57.65% | Add |
| 16 | ADBE | Adobe Inc | 0% | +60.46% | Add |
| 17 | PG | Procter & Gamble Co/the | 0% | +58.58% | Add |
| 18 | AMAT | Applied Materials Inc | 0% | +54.13% | Add |
| 19 | V | Visa Inc-class A Shares | 0% | +57.80% | Add |
| 20 | PEP | Pepsico Inc | 0% | +61.71% | Add |
| 21 | BAC | Bank Of America CORP | 0% | +56.68% | Add |
| 22 | AMGN | Amgen Inc | 0% | +62.04% | Add |
| 23 | CVX | Chevron CORP | 0% | +56.13% | Add |
| 24 | AMD | Advanced Micro Devices | 0% | +54.60% | Add |
| 25 | MRK | Merck & Co. Inc. | 0% | +58.26% | Add |
| 26 | QCOM | Qualcomm Inc | 0% | +25.85% | Add |
| 27 | MA | Mastercard Inc - A | 0% | +57.56% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +58.37% | Add |
| 29 | KO | Coca-cola Co/the | 0% | +57.83% | Add |
| 30 | ISRG | Intuitive Surgical Inc | 0% | +62.81% | Add |
| 31 | ORCL | Oracle CORP | 0% | +58.32% | Add |
| 32 | KLAC | Kla CORP | 0% | +51.98% | Add |
| 33 | INTU | Intuit Inc | 0% | +61.68% | Add |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 0% | +227.20% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +61.08% | Add |
| 36 | BKNG | Booking Holdings Inc | 0% | +58.37% | Add |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 0% | +61.88% | Add |
| 38 | TMUS | T-mobile US Inc | 0% | +63.13% | Add |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +56.37% | Add |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +8.29% | Add |
| 41 | HD | Home Depot Inc | 0% | +57.67% | Add |
| 42 | HON | Honeywell International Inc | 0% | +60.19% | Add |
| 43 | NEE | Nextera Energy Inc | 0% | +58.51% | Add |
| 44 | PM | Philip Morris International | 0% | +58.42% | Add |
| 45 | REGN | Regeneron Pharmaceuticals | 0% | +62.54% | Add |
| 46 | VWO | Vanguard Ftse Emerging Marke | — | +8.48% | Add |
| 47 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.64% | Add |
| 48 | VT | Vanguard Tot World Stk ETF | -1.1% | +0.27% | Add |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -2.8% | +3.84% | Add |
| 50 | SOXX | Ishares Semiconductor ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Rakuten Investment Management, Inc. reported a total U.S. public equity portfolio value of $34.6B across 536 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VT, NVDA) accounted for 38.9% of total reported equity market value during Q2 2024.
Top New Position Initiated
SOXX
市值: $4.7M
During Q2 2024, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (73.6%)、VT (11.9%)、NVDA (1.1%). The largest single position, VTI, represented 73.6% of total portfolio value.
In Q2 2024, Rakuten Investment Management, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 49 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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