Driehaus Capital Management’s MP Materials MP Stock Holding History

Driehaus Capital Management’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	$64.3M	Buy	1,148,299 +368,831	+47%	+$22.4M	0.37%	89
2026 Q1	$37.6M	Buy	779,468 +19,990	+3%	+$1.2M	0.28%	128
2025 Q4	$38.4M	Sell	759,478 -69,644	-8%	-$4.42M	0.26%	126
2025 Q3	$55.6M	Buy	+829,122	New	+$52.2M	0.4%	80
2025 Q2	–	Sell	-1,404,667	Closed	-$34.3M	–	471
2025 Q1	$34.3M	Buy	+1,404,667	New	+$32.6M	0.33%	94
2023 Q2	–	Sell	-55,407	Closed	-$1.56M	–	441
2023 Q1	$1.56M	Sell	55,407 -4,423	-7%	-$134K	0.02%	323
2022 Q4	$1.45M	Sell	59,830 -1,267,360	-95%	-$38.4M	0.02%	296
2022 Q3	$36.2M	Sell	1,327,190 -110,462	-8%	-$3.61M	0.55%	51
2022 Q2	$46.1M	Buy	1,437,652 +72,009	+5%	+$2.91M	0.75%	26
2022 Q1	$78.3M	Buy	1,365,643 +121,728	+10%	+$5.36M	0.96%	14
2021 Q4	$56.5M	Buy	1,243,915 +203,110	+20%	+$8.01M	0.58%	48
2021 Q3	$33.5M	Buy	1,040,805 +378,533	+57%	+$13.2M	0.4%	75
2021 Q2	$24.4M	Buy	662,272 +168,596	+34%	+$5.24M	0.32%	101
2021 Q1	$17.7M	Buy	493,676 +340,940	+223%	+$12.6M	0.26%	124
2020 Q4	$4.91M	Buy	+152,736	New	+$2.95M	0.08%	250

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

Driehaus Capital Management's MP Position: Q2 2026 in Review

Driehaus Capital Management increased its MP Materials (MP) stake by 47% in Q2 2026, buying an estimated $22.4M and bringing the position to 1,148,299 shares worth $64.3M. The position accounts for 0.37% of the portfolio, ranked #89.

Driehaus Capital Management first reported a position in MP in Q4 2020 and has held it in 15 quarters since. The position peaked at $78.3M in Q1 2022. 757 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Driehaus Capital Management held 1,148,299 shares of MP Materials worth $64.3M as of Q2 2026.
Driehaus Capital Management bought 368,831 MP Materials shares in Q2 2026, an estimated $22.4M.
MP Materials made up 0.37% of Driehaus Capital Management's portfolio in Q2 2026, its #89 holding.
Driehaus Capital Management first reported a position in MP Materials in Q4 2020 and has held it in 15 quarters since.
Driehaus Capital Management's MP Materials position peaked at $78.3M in Q1 2022.
757 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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