Which hedge funds own MP? MP MATERIALS CORP, Q2 2026 13F holders
51 tracked hedge funds disclosed a position in MP (MP MATERIALS CORP) in their Q2 2026 13F filings, worth $809.6m in total. The largest holder by portfolio weight is Deuterium Capital Management, LLC at 6.1% of its book. 18 opened a new position this quarter: Sandler Capital Management, Aventail Capital Group, LP, Oak Thistle LLC, Atom Investors LP. 17 exited: Goodlander Investment Management, LLC, TB Alternative Assets Ltd., Aquatic Capital Management LLC.
- 51
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 18
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $45.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $81.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $810m
- Combined value Sum of the holders' reported positions in the security.
- 4.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Goodlander Investment Management, LLC | 11.2% | $32.3m |
| TB Alternative Assets Ltd. | 1.3% | $6.2m |
| Aquatic Capital Management LLC | 0.4% | $14.1m |
| Oxford Asset Management LLP | 0.2% | $466k |
| Twinbeech Capital LP | 0.2% | $1.5m |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.2% | $646k |
| Polymer Capital Management (HK) LTD | 0.1% | $1.0m |
| HITE Hedge Asset Management LLC | 0.08% | $1.5m |
| Quantbot Technologies LP | 0.07% | $1.8m |
| Dark Forest Capital Management LP | 0.05% | $531k |
| Graham Capital Management, L.P. | 0.03% | $1.0m |
| Squarepoint Ops LLC | 0.03% | $12.0m |
| Engineers Gate Manager LP | 0.01% | $808k |
| Soros Fund Management | 0.01% | $456k |
| Millennium Management LLC | 0.0% | $5.1m |
| Adage Capital Partners GP, L.L.C. | 0.0% | $1.4m |
| Magnetar Financial LLC | 0.0% | $209k |
Ownership over time
Who discovered MP first? Beta
The run: Q4 2024 → Q3 2025, +330%
| Walnut Level Capital LLC | Q2 2024 | 0.8% | +1.5 pts |
| Ardsley Advisory Partners LP | Q1 2025 | 0.7% | +1.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.