Rakuten Group portfolio
Single-position portfolioPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Rakuten Group reported a $1.4 bn portfolio of 5 positions to the SEC as of the end of Q2 2026. Its largest positions are ASTS, IBIT, ETHA.
Sections with a free account
What changed this quarter
6 positions with a change (3 new, 1 added to, 1 trimmed, 1 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- AST Spacemobile−50%fewer sharesReduced99.8% → 99.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AST SpacemobileASTS99.7%
- Ishares Bitcoin Trust ETFIBIT0.3%
- iShares Ethereum Trust ETFETHAunder 0.1%
- Bitwise Solana Staking ETFBSOLunder 0.1%
- Bitwise XRP ETFXRPunder 0.1%
Portfolio by sector
- ● Communication Services 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it has fewer than 8 quarters of history; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Teewinot Capital Advisers, L.L.CInvestment firm · $1.4 bn
- AltraVue CapitalInvestment firm · $1.4 bn
- Talbot Financial$1.4 bn
- Scheer, Rowlett & Associates Investment Management$1.4 bn
- Fernbridge Capital ManagementInvestment firm · $1.4 bn
- Impactive CapitalInvestment firm · $1.4 bn