DS
USAR

David Shaw’s USA Rare Earth Inc USAR Stock Holding History

David Shaw’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 		$18.2M Buy
845,000
+345,000
+69% +$7.87M 0.01% 1342
2026
Q1 		$7.57M Buy
+500,000
New +$9.7M ﹤0.01% 1851

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

David Shaw's USAR Position: Q2 2026 in Review

David Shaw increased its USA Rare Earth Inc (USAR) stake by 79% in Q2 2026, buying an estimated $2.02M and bringing the position to 200,694 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

David Shaw first reported a position in USAR in Q3 2023 and has held it in 8 quarters since. The position peaked at $10.4M in Q3 2024. 387 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • David Shaw held 200,694 shares of USA Rare Earth Inc worth $4.33M as of Q2 2026.
  • David Shaw bought 88,491 USA Rare Earth Inc shares in Q2 2026, an estimated $2.02M.
  • USA Rare Earth Inc made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2521 holding.
  • David Shaw first reported a position in USA Rare Earth Inc in Q3 2023 and has held it in 8 quarters since.
  • David Shaw's USA Rare Earth Inc position peaked at $10.4M in Q3 2024.
  • 387 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.