NIP
MP icon

Nicholas Investment Partners’s MP Materials MP Stock Holding History

Nicholas Investment Partners’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.97M Buy
+103,045
New +$6.16M 0.36% 93
2022
Q3 		– Sell
-74,801
Closed -$2.4M – 193
2022
Q2 		$2.4M Sell
74,801
-49,895
-40% -$2.01M 0.23% 115
2022
Q1 		$7.15M Buy
124,696
+74,512
+148% +$3.28M 0.51% 69
2021
Q4 		$2.28M Buy
+50,184
New +$1.98M 0.14% 156

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nicholas Investment Partners's MP Position: Q1 2026 in Review

Nicholas Investment Partners opened a new position in MP Materials (MP) in Q1 2026: 103,045 shares worth $4.97M. The stake represents 0.36% of the portfolio and ranks #93 among its holdings. This is a return to the name: Nicholas Investment Partners previously reported a position in MP as recently as Q2 2022.

Nicholas Investment Partners first reported a position in MP in Q4 2021 and has held it in 4 quarters since. The position peaked at $7.15M in Q1 2022. 713 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Nicholas Investment Partners held 103,045 shares of MP Materials worth $4.97M as of Q1 2026.
  • MP Materials was a new Nicholas Investment Partners position in Q1 2026.
  • MP Materials made up 0.36% of Nicholas Investment Partners's portfolio in Q1 2026, its #93 holding.
  • Nicholas Investment Partners first reported a position in MP Materials in Q4 2021 and has held it in 4 quarters since.
  • Nicholas Investment Partners's MP Materials position peaked at $7.15M in Q1 2022.
  • 713 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.