CA
USAR

Cliff Asness’s USA Rare Earth Inc USAR Stock Holding History

Cliff Asness’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$361K Buy
16,730
+5,460
+48% +$124K ﹤0.01% 3541
2026
Q1 		$171K Sell
11,270
-680
-6% -$13.2K ﹤0.01% 3624
2025
Q4 		$142K Buy
+11,950
New +$228K ﹤0.01% 3427

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cliff Asness's USAR Position: Q2 2026 in Review

Cliff Asness increased its USA Rare Earth Inc (USAR) stake by 48% in Q2 2026, buying an estimated $124K and bringing the position to 16,730 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Cliff Asness first reported a position in USAR in Q4 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Cliff Asness held 16,730 shares of USA Rare Earth Inc worth $361K as of Q2 2026.
  • Cliff Asness bought 5,460 USA Rare Earth Inc shares in Q2 2026, an estimated $124K.
  • USA Rare Earth Inc made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3541 holding.
  • Cliff Asness first reported a position in USA Rare Earth Inc in Q4 2025 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.