Millennium Management’s USA Rare Earth Inc USAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.05M Buy
466,050
+430,371
+1,206% +$8.35M ﹤0.01% 2556
2025
Q4
$425K Sell
35,679
-427,713
-92% -$8.15M ﹤0.01% 5054
2025
Q3
$7.97M Buy
+463,392
New +$6.62M ﹤0.01% 2627

Other funds holding USAR

Millennium Management's USAR Position: Q1 2026 in Review

Millennium Management increased its USA Rare Earth Inc (USAR) stake by 1,206% in Q1 2026, buying an estimated $8.35M and bringing the position to 466,050 shares worth $7.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Millennium Management first reported a position in USAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.97M in Q3 2025. 313 funds tracked by Wall St. Rank hold USAR as of Q1 2026.

  • Millennium Management held 466,050 shares of USA Rare Earth Inc worth $7.05M as of Q1 2026.
  • Millennium Management bought 430,371 USA Rare Earth Inc shares in Q1 2026, an estimated $8.35M.
  • USA Rare Earth Inc made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2556 holding.
  • Millennium Management first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 3 quarters since.
  • Millennium Management's USA Rare Earth Inc position peaked at $7.97M in Q3 2025.
  • 313 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.