JY
NMG

Jeff Yass’s Nouveau Monde Graphite NMG Stock Holding History

Jeff Yass’s Portfolio NMG Stock Details NMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,675
Closed -$69.3K – 14169
2026
Q1 		$82.2K Sell
36,675
-146,360
-80% -$357K ﹤0.01% 12448
2025
Q4 		$454K Buy
183,035
+149,249
+442% +$437K ﹤0.01% 9022
2025
Q3 		$96K Buy
+33,786
New +$67.4K ﹤0.01% 11592
2024
Q2 		– Sell
-10,883
Closed -$24.9K – 12849
2024
Q1 		$24.9K Buy
+10,883
New +$25.4K ﹤0.01% 11767
2023
Q4 		– Sell
-21,502
Closed -$53.3K – 12980
2023
Q3 		$56.8K Sell
21,502
-7,420
-26% -$21.2K ﹤0.01% 11240
2023
Q2 		$87.9K Sell
28,922
-6,191
-18% -$22.7K ﹤0.01% 11043
2023
Q1 		$180K Buy
+35,113
New +$180K ﹤0.01% 10721
2022
Q4 		– Sell
-40,501
Closed -$219K – 13261
2022
Q3 		$219K Buy
40,501
+17,130
+73% +$89.9K ﹤0.01% 10600
2022
Q2 		$114K Sell
23,371
-302
-1% -$1.74K ﹤0.01% 11348
2022
Q1 		$164K Sell
23,673
-12,171
-34% -$86.5K ﹤0.01% 11472
2021
Q4 		$251K Buy
35,844
+23,352
+187% +$175K ﹤0.01% 10926
2021
Q3 		$70K Buy
+12,492
New +$82K ﹤0.01% 12225

Other funds holding NMG

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
DAM
DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Jeff Yass's NMG Position: Q2 2026 in Review

Jeff Yass sold out of Nouveau Monde Graphite (NMG) in Q2 2026, closing a stake of 36,675 shares — an estimated $69.3K sold.

Jeff Yass first reported a position in NMG in Q3 2021 and held it in 12 quarters. The position peaked at $454K in Q4 2025. 59 funds tracked by Wall St. Rank hold NMG as of Q2 2026.

  • Jeff Yass reported no remaining Nouveau Monde Graphite position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 36,675 Nouveau Monde Graphite shares in Q2 2026, an estimated $69.3K.
  • Jeff Yass first reported a position in Nouveau Monde Graphite in Q3 2021 and held it in 12 quarters.
  • Jeff Yass's Nouveau Monde Graphite position peaked at $454K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Nouveau Monde Graphite as of Q2 2026.

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