IPHI
USAR

Inflection Point Holdings II’s USA Rare Earth Inc USAR Stock Holding History

Inflection Point Holdings II’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 		– Sell
-3,125,000
Closed -$47.3M – 1
2026
Q1 		$47.3M Hold
3,125,000
– – 100% 1
2025
Q4 		$37.2M Buy
+3,125,000
New +$59.5M 100% 1

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Alyeska Investment Group
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UBS Group
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T. Rowe Price Associates
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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
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Inflection Point Holdings II's USAR Position: Q2 2026 in Review

Inflection Point Holdings II sold out of USA Rare Earth Inc (USAR) in Q2 2026, closing a stake of 3,125,000 shares — an estimated $47.3M sold.

Inflection Point Holdings II first reported a position in USAR in Q4 2025 and held it in 2 quarters. The position peaked at $47.3M in Q1 2026. 392 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Inflection Point Holdings II reported no remaining USA Rare Earth Inc position as of Q2 2026 after selling out during the quarter.
  • Inflection Point Holdings II sold 3,125,000 USA Rare Earth Inc shares in Q2 2026, an estimated $47.3M.
  • Inflection Point Holdings II first reported a position in USA Rare Earth Inc in Q4 2025 and held it in 2 quarters.
  • Inflection Point Holdings II's USA Rare Earth Inc position peaked at $47.3M in Q1 2026.
  • 392 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Inflection Point Holdings II's 13F filing for Q2 2026.