Polar Capital Holdings’s MP Materials MP Stock Holding History

Polar Capital Holdings’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 Q2	$13.4M	Buy	238,600 +16,800	+8%	+$1.02M	0.03%	184
2026 Q1	$10.7M	Buy	221,800 +175,300	+377%	+$10.5M	0.04%	181
2025 Q4	$2.35M	Buy	46,500 +38,600	+489%	+$2.45M	0.01%	248
2025 Q3	$530K	Sell	7,900 -185,600	-96%	-$11.7M	﹤0.01%	249
2025 Q2	$6.44M	Sell	193,500 -95,000	-33%	-$2.42M	0.03%	219
2025 Q1	$7.04M	Sell	288,500 -193,500	-40%	-$4.5M	0.04%	213
2024 Q4	$7.52M	Buy	482,000 +151,000	+46%	+$2.8M	0.04%	225
2024 Q3	$5.84M	Sell	331,000 -401,000	-55%	-$5.45M	0.03%	235
2024 Q2	$9.32M	Buy	732,000 +477,000	+187%	+$7.49M	0.05%	191
2024 Q1	$3.65M	Sell	255,000 -342,500	-57%	-$5.42M	0.02%	250
2023 Q4	$11.9M	Buy	597,500 +102,500	+21%	+$1.75M	0.07%	179
2023 Q3	$9.45M	Buy	495,000 +13,500	+3%	+$300K	0.07%	187
2023 Q2	$11M	Buy	481,500 +147,000	+44%	+$3.37M	0.06%	188
2023 Q1	$9.43M	Buy	334,500 +47,500	+17%	+$1.44M	0.06%	198
2022 Q4	$6.97M	Buy	287,000 +170,757	+147%	+$5.17M	0.06%	217
2022 Q3	$3.17K	Sell	116,243 -73,641	-39%	-$2.41M	0.02%	262
2022 Q2	$6.09K	Buy	189,884 +50,172	+36%	+$2.02M	0.04%	227
2022 Q1	$8.01K	Buy	139,712 +107,000	+327%	+$4.71M	0.04%	236
2021 Q4	$1.49K	Buy	+32,712	New	+$1.29M	0.01%	309

Other funds holding MP

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polar Capital Holdings's MP Position: Q2 2026 in Review

Polar Capital Holdings increased its MP Materials (MP) stake by 7.6% in Q2 2026, buying an estimated $1.02M and bringing the position to 238,600 shares worth $13.4M. The position accounts for 0.03% of the portfolio, ranked #184.

Polar Capital Holdings first reported a position in MP in Q4 2021 and has held it in 19 quarters since. 751 funds tracked by Wall St. Rank hold MP as of Q2 2026.

Polar Capital Holdings held 238,600 shares of MP Materials worth $13.4M as of Q2 2026.
Polar Capital Holdings bought 16,800 MP Materials shares in Q2 2026, an estimated $1.02M.
MP Materials made up 0.03% of Polar Capital Holdings's portfolio in Q2 2026, its #184 holding.
Polar Capital Holdings first reported a position in MP Materials in Q4 2021 and has held it in 19 quarters since.
751 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.