JY
USAR

Jeff Yass’s USA Rare Earth Inc USAR Stock Holding History

Jeff Yass’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 		$63.8M Sell
2,956,000
-241,500
-8% -$5.51M 0.01% 1303
2026
Q1 		$48.4M Buy
3,197,500
+929,600
+41% +$18M 0.01% 1322
2025
Q4 		$27M Buy
2,267,900
+666,300
+42% +$12.7M ﹤0.01% 1915
2025
Q3 		$27.5M Buy
1,601,600
+885,300
+124% +$12.7M ﹤0.01% 1876
2025
Q2 		$7.85M Buy
+716,300
New +$7.59M ﹤0.01% 3200

Other funds holding USAR

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jeff Yass's USAR Position: Q2 2026 in Review

Jeff Yass increased its USA Rare Earth Inc (USAR) stake by 64% in Q2 2026, buying an estimated $3.16M and bringing the position to 355,314 shares worth $7.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Jeff Yass first reported a position in USAR in Q1 2024 and has held it in 8 quarters since. The position peaked at $16.6M in Q4 2025. 387 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Jeff Yass held 355,314 shares of USA Rare Earth Inc worth $7.67M as of Q2 2026.
  • Jeff Yass bought 138,760 USA Rare Earth Inc shares in Q2 2026, an estimated $3.16M.
  • USA Rare Earth Inc made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3827 holding.
  • Jeff Yass first reported a position in USA Rare Earth Inc in Q1 2024 and has held it in 8 quarters since.
  • Jeff Yass's USA Rare Earth Inc position peaked at $16.6M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

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