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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 		$6.77M Buy
1,529,200
+434,700
+40% +$2.27M ﹤0.01% 4055
2026
Q1 		$5.11M Sell
1,094,500
-1,654,000
-60% -$10.7M ﹤0.01% 4176
2025
Q4 		$17M Buy
2,748,500
+535,400
+24% +$3.76M ﹤0.01% 2382
2025
Q3 		$14.1M Sell
2,213,100
-166,900
-7% -$1M ﹤0.01% 2579
2025
Q2 		$15.7M Buy
2,380,000
+1,941,600
+443% +$7.45M ﹤0.01% 2284
2025
Q1 		$754K Sell
438,400
-548,500
-56% -$922K ﹤0.01% 7972
2024
Q4 		$1.11M Sell
986,900
-479,100
-33% -$451K ﹤0.01% 6703
2024
Q3 		$1.55M Buy
1,466,000
+608,900
+71% +$681K ﹤0.01% 5826
2024
Q2 		$1.16M Buy
857,100
+25,200
+3% +$38.6K ﹤0.01% 6244
2024
Q1 		$1.19M Buy
831,900
+688,900
+482% +$960K ﹤0.01% 6477
2023
Q4 		$157K Sell
143,000
-98,100
-41% -$101K ﹤0.01% 10926
2023
Q3 		$239K Buy
241,100
+196,900
+445% +$283K ﹤0.01% 9838
2023
Q2 		$72K Sell
44,200
-47,100
-52% -$42.7K ﹤0.01% 11161
2023
Q1 		$75.8K Buy
91,300
+10,600
+13% +$9.85K ﹤0.01% 11476
2022
Q4 		$62.1K Buy
80,700
+7,400
+10% +$6.4K ﹤0.01% 11275
2022
Q3 		$77K Buy
73,300
+21,500
+42% +$20.7K ﹤0.01% 11918
2022
Q2 		$53K Sell
51,800
-189,600
-79% -$293K ﹤0.01% 11950
2022
Q1 		$625K Sell
241,400
-108,700
-31% -$194K ﹤0.01% 8356
2021
Q4 		$728K Sell
350,100
-1,891,400
-84% -$5.73M ﹤0.01% 8142
2021
Q3 		$10.2M Buy
2,241,500
+1,650,700
+279% +$15.8M ﹤0.01% 2828
2021
Q2 		$5.88M Buy
590,800
+253,800
+75% +$2.52M ﹤0.01% 3726
2021
Q1 		$3.35M Buy
+337,000
New +$3.66M ﹤0.01% 4726

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.