JY
MP icon

Jeff Yass’s MP Materials MP Stock Holding History

Jeff Yass’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 		$20.7M Buy
369,348
+1,406
+0.4% +$85.6K ﹤0.01% 2439
2026
Q1 		$17.8M Sell
367,942
-1,353,413
-79% -$80.9M ﹤0.01% 2375
2025
Q4 		$87M Buy
1,721,355
+1,401,452
+438% +$88.9M 0.01% 975
2025
Q3 		$21.5M Buy
319,903
+298,979
+1,429% +$18.8M ﹤0.01% 2127
2025
Q2 		$696K Sell
20,924
-604,673
-97% -$15.4M ﹤0.01% 8370
2025
Q1 		$15.3M Buy
625,597
+528,461
+544% +$12.3M ﹤0.01% 2017
2024
Q4 		$1.52M Buy
97,136
+63,280
+187% +$1.17M ﹤0.01% 5936
2024
Q3 		$598K Sell
33,856
-836,946
-96% -$11.4M ﹤0.01% 8041
2024
Q2 		$11.1M Buy
870,802
+138,378
+19% +$2.17M ﹤0.01% 2355
2024
Q1 		$10.5M Buy
732,424
+174,751
+31% +$2.76M ﹤0.01% 2534
2023
Q4 		$11.1M Buy
557,673
+221,468
+66% +$3.78M ﹤0.01% 2509
2023
Q3 		$6.42M Sell
336,205
-221,329
-40% -$4.91M ﹤0.01% 3140
2023
Q2 		$12.8M Buy
557,534
+378,177
+211% +$8.67M ﹤0.01% 2213
2023
Q1 		$5.06M Buy
179,357
+104,557
+140% +$3.16M ﹤0.01% 3458
2022
Q4 		$1.82M Sell
74,800
-141,759
-65% -$4.3M ﹤0.01% 4893
2022
Q3 		$5.91M Buy
216,559
+33,723
+18% +$1.1M ﹤0.01% 2905
2022
Q2 		$5.87M Sell
182,836
-227,818
-55% -$9.19M ﹤0.01% 2930
2022
Q1 		$23.5M Sell
410,654
-109,652
-21% -$4.83M ﹤0.01% 1574
2021
Q4 		$23.6M Sell
520,306
-696,088
-57% -$27.4M ﹤0.01% 1694
2021
Q3 		$39.2M Buy
1,216,394
+338,258
+39% +$11.8M 0.01% 1335
2021
Q2 		$32.4M Sell
878,136
-1,227,977
-58% -$38.2M ﹤0.01% 1534
2021
Q1 		$75.7M Buy
2,106,113
+1,761,937
+512% +$65.1M 0.01% 866
2020
Q4 		$11.1M Buy
344,176
+193,748
+129% +$3.75M ﹤0.01% 2382
2020
Q3 		$2.04M Buy
+150,428
New +$1.9M ﹤0.01% 4576

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jeff Yass's MP Position: Q2 2026 in Review

Jeff Yass increased its MP Materials (MP) stake by 0.38% in Q2 2026, buying an estimated $85.6K and bringing the position to 369,348 shares worth $20.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Jeff Yass first reported a position in MP in Q3 2020 and has held it in 24 quarters since. The position peaked at $87M in Q4 2025. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Jeff Yass held 369,348 shares of MP Materials worth $20.7M as of Q2 2026.
  • Jeff Yass bought 1,406 MP Materials shares in Q2 2026, an estimated $85.6K.
  • MP Materials made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2439 holding.
  • Jeff Yass first reported a position in MP Materials in Q3 2020 and has held it in 24 quarters since.
  • Jeff Yass's MP Materials position peaked at $87M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.