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Jeff Yass’s TMC The Metals Company TMC Stock Holding History

Jeff Yass’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
2,667,500
-1,403,700
-34% -$7.32M ﹤0.01% 3123
2026
Q1 		$19M Sell
4,071,200
-3,786,000
-48% -$24.4M ﹤0.01% 2286
2025
Q4 		$48.5M Buy
7,857,200
+5,430,400
+224% +$38.1M 0.01% 1390
2025
Q3 		$15.5M Buy
2,426,800
+932,200
+62% +$5.59M ﹤0.01% 2481
2025
Q2 		$9.86M Buy
1,494,600
+1,376,300
+1,163% +$5.28M ﹤0.01% 2849
2025
Q1 		$203K Sell
118,300
-1,326,500
-92% -$2.23M ﹤0.01% 10897
2024
Q4 		$1.62M Sell
1,444,800
-188,900
-12% -$178K ﹤0.01% 5772
2024
Q3 		$1.73M Buy
1,633,700
+304,200
+23% +$340K ﹤0.01% 5573
2024
Q2 		$1.79M Buy
1,329,500
+303,300
+30% +$465K ﹤0.01% 5306
2024
Q1 		$1.47M Buy
1,026,200
+137,400
+15% +$191K ﹤0.01% 6059
2023
Q4 		$978K Buy
888,800
+151,000
+20% +$156K ﹤0.01% 7045
2023
Q3 		$730K Buy
737,800
+19,400
+3% +$27.9K ﹤0.01% 7356
2023
Q2 		$1.17M Buy
718,400
+149,300
+26% +$135K ﹤0.01% 6319
2023
Q1 		$472K Sell
569,100
-339,000
-37% -$315K ﹤0.01% 8701
2022
Q4 		$699K Sell
908,100
-245,300
-21% -$212K ﹤0.01% 7021
2022
Q3 		$1.21M Sell
1,153,400
-354,100
-23% -$341K ﹤0.01% 6137
2022
Q2 		$1.55M Sell
1,507,500
-1,063,400
-41% -$1.64M ﹤0.01% 5440
2022
Q1 		$6.66M Buy
2,570,900
+746,700
+41% +$1.33M ﹤0.01% 3167
2021
Q4 		$3.79M Sell
1,824,200
-511,900
-22% -$1.55M ﹤0.01% 4231
2021
Q3 		$10.7M Buy
2,336,100
+1,964,000
+528% +$18.8M ﹤0.01% 2769
2021
Q2 		$3.7M Buy
372,100
+121,400
+48% +$1.21M ﹤0.01% 4594
2021
Q1 		$2.49M Buy
+250,700
New +$2.72M ﹤0.01% 5389

Other funds holding TMC

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jeff Yass's TMC Position: Q2 2026 in Review

Jeff Yass increased its TMC The Metals Company (TMC) stake by 19% in Q2 2026, buying an estimated $2.01M and bringing the position to 2,368,461 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Jeff Yass first reported a position in TMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.6M in Q4 2025. 213 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

  • Jeff Yass held 2,368,461 shares of TMC The Metals Company worth $10.5M as of Q2 2026.
  • Jeff Yass bought 385,315 TMC The Metals Company shares in Q2 2026, an estimated $2.01M.
  • TMC The Metals Company made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3342 holding.
  • Jeff Yass first reported a position in TMC The Metals Company in Q4 2020 and has held it in 23 quarters since.
  • Jeff Yass's TMC The Metals Company position peaked at $29.6M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

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