Rakuten Investment Management, Inc.
•CIK: 2062680•Filing: Q4 2025
Rakuten Investment Management, Inc., led by CEO Hiroyuki Nishi, maintains a concentrated strategy with a significant 52.3% allocation to VTI, reflecting a strong preference for broad U.S. equity exposure. Recently, the fund has made notable moves by adding NVDA and GOOGL, increasing their positions by 29,352% and 12,548% respectively, while exiting positions in JEPQ and LKQ1.
Total AUM
$29.7B
QoQ Performance
+5.7%
Positions
583
Top 10 Concentration
80.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VT
VTI52.3%
VT7.2%
SCHD3.8%
VXUS3.7%
NVDA2.4%
AAPL2.1%
MSFT1.8%
VOO1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.9%
Technology11.6%
Consumer3.2%
ETF2.1%
Financial2.1%
Healthcare1.8%
Industrial0.8%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+433 more exited positions
Changes from Q3 2025
NEW1 new position
↑134 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025