RD Finance
Latest statistics and disclosures from RD Finance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SGOV, MSFT, AMZN, META, and represent 56.63% of RD Finance's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$19M), MSFT (+$9.5M), UBER (+$6.2M), AMZN (+$6.1M), NFLX, META, PANW, BABA, MELI, ORCL.
- Started 13 new stock positions in FOUR, QQQ, NFLX, BABA, PANW, TEAM, FI, ORCL, SNPS, MSFT. MELI, UBER, IRDM.
- Reduced shares in these 7 stocks: TLT (-$29M), SGOV (-$22M), QCOM, AMD, PDD, JD, PYPL.
- Sold out of its positions in AMD, PDD, QCOM.
- RD Finance was a net buyer of stock by $7.5M.
- RD Finance has $99M in assets under management (AUM), dropping by 5.95%.
- Central Index Key (CIK): 0002057936
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Portfolio Holdings for RD Finance
RD Finance holds 25 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 18.8 | $19M | NEW | 30k | 614.30 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 12.3 | $12M | -63% | 121k | 100.38 |
|
| Microsoft Corporation (MSFT) | 9.6 | $9.5M | NEW | 20k | 483.62 |
|
| Amazon (AMZN) | 9.3 | $9.2M | +192% | 40k | 230.81 |
|
| Meta Platforms Cl A (META) | 6.6 | $6.5M | +140% | 9.9k | 660.10 |
|
| Uber Technologies (UBER) | 6.3 | $6.2M | NEW | 77k | 81.71 |
|
| Netflix (NFLX) | 3.9 | $3.8M | NEW | 41k | 93.77 |
|
| Palo Alto Networks (PANW) | 3.7 | $3.6M | NEW | 20k | 184.19 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.7 | $3.6M | NEW | 25k | 146.60 |
|
| MercadoLibre (MELI) | 3.4 | $3.4M | NEW | 1.7k | 2014.22 |
|
| salesforce (CRM) | 3.4 | $3.3M | 13k | 264.93 |
|
|
| Adobe Systems Incorporated (ADBE) | 2.9 | $2.8M | +55% | 8.1k | 350.00 |
|
| Pinterest Cl A (PINS) | 2.4 | $2.4M | +228% | 93k | 25.89 |
|
| Pepsi (PEP) | 1.8 | $1.8M | 12k | 143.52 |
|
|
| Oracle Corporation (ORCL) | 1.8 | $1.8M | NEW | 9.1k | 194.92 |
|
| The Trade Desk Com Cl A (TTD) | 1.4 | $1.4M | 37k | 37.96 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $1.3M | -95% | 15k | 87.19 |
|
| Jd.com Spon Ads Cl A (JD) | 1.2 | $1.2M | -50% | 41k | 28.71 |
|
| Paypal Holdings (PYPL) | 1.0 | $1.0M | -49% | 17k | 58.39 |
|
| Atlassian Corporation Cl A (TEAM) | 1.0 | $1.0M | NEW | 6.2k | 162.12 |
|
| Synopsys (SNPS) | 1.0 | $986k | NEW | 2.1k | 469.52 |
|
| Airbnb Com Cl A (ABNB) | 0.9 | $919k | 6.8k | 135.75 |
|
|
| Iridium Communications (IRDM) | 0.9 | $889k | NEW | 51k | 17.38 |
|
| Shift4 Pmts Cl A (FOUR) | 0.8 | $800k | NEW | 13k | 62.99 |
|
| Fiserv (FI) | 0.5 | $533k | NEW | 7.9k | 67.13 |
|
Past Filings by RD Finance
SEC 13F filings are viewable for RD Finance going back to 2025
- RD Finance 2025 Q4 filed Feb. 3, 2026
- RD Finance 2025 Q3 filed Nov. 14, 2025
- RD Finance 2025 Q2 filed Aug. 6, 2025
- RD Finance 2025 Q1 filed May 8, 2025