Rakuten Group

SETAGAYA-KU, M0files as Rakuten Group, Inc.

$1.4bn in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.2% of the portfolio this quarter.

Value
$1.4bn
Stocks
5
Top 10 share
100.0%
Turnover
0.2%

What changed this quarter

New

Bought for the first time this quarter.

  • Ishares Ethereum TRETHA
    <0.1% of the fund
  • Bitwise Solana Staking ETFBSOL
    <0.1% of the fund
  • Bitwise XRP ETFXRP
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Ishares Bitcoin Trust ETFIBIT
    0.3% of the fund
    +13%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

  • AST SpaceMobileASTS
    Share
    99.7%
    Value
    $1.4bn
    Shares
    15,510,078

    -50%

  • Ishares Bitcoin Trust ETFIBIT
    Share
    0.3%
    Value
    $4m
    Shares
    124,495

    +13%

  • Ishares Ethereum TRETHA
    Share
    <0.1%
    Value
    $155,795
    Shares
    13,103

    New

  • Bitwise Solana Staking ETFBSOL
    Share
    <0.1%
    Value
    $93,423
    Shares
    9,333

    New

  • Bitwise XRP ETFXRP
    Share
    <0.1%
    Value
    $78,005
    Shares
    6,690

    New

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is down 14.8% since 30 June 2025.

Where the money is

Media & telecom99.7%
Other0.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.