1y return+96.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $381 against $133 in the S&P 500.2
Rakuten Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ASTSAst Spacemobile Inc | $1.4B | 99.7% | −50.0% |
| IBITIshares Bitcoin Trust Etf | $4.1M | 0.3% | +13.3% |
| Ishares Ethereum Trust EtfCUSIP 46438R105 | $156K | 0.0% | New |
| BSOLBitwise Solana Staking Etf | $93K | 0.0% | New |
| XRPBitwise Xrp Etf | $78K | 0.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ASTSAst Spacemobile Inc | March 31, 2025 | +290.8% | $1.4B |
| IBITIshares Bitcoin Trust Etf | September 30, 2025 | −48.8% | $4.1M |
Sold off last quarter
- Rezolve Ai PLCCUSIP G75398100 was $164K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | +14.0% | −4.6% |
| December 31, 2025 | +47.6% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +94.1% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Rakuten Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1294591&type=13F-HR&dateb=&owner=include&count=40CIK 1294591
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1294591/000129459126000003/Filed August 12, 2026 · accession 0001294591-26-000003