DF Dent & Co’s MP Materials MP Stock Holding History

DF Dent & Co’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.62M	Buy	153,920 +137,333	+828%	+$8.36M	0.16%	109
2026 Q1	$800K	Hold	16,587	–	–	0.02%	175
2025 Q4	$838K	Buy	+16,587	New	+$1.05M	0.01%	181

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DF Dent & Co's MP Position: Q2 2026 in Review

DF Dent & Co increased its MP Materials (MP) stake by 828% in Q2 2026, buying an estimated $8.36M and bringing the position to 153,920 shares worth $8.62M. The position accounts for 0.16% of the portfolio, ranked #109.

DF Dent & Co first reported a position in MP in Q4 2025 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

DF Dent & Co held 153,920 shares of MP Materials worth $8.62M as of Q2 2026.
DF Dent & Co bought 137,333 MP Materials shares in Q2 2026, an estimated $8.36M.
MP Materials made up 0.16% of DF Dent & Co's portfolio in Q2 2026, its #109 holding.
DF Dent & Co first reported a position in MP Materials in Q4 2025 and has held it in 3 quarters since.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.