Free · no sign-up · Q2 2026

Which funds own MP

MP Materials Corp in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $580m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 6; at least, of 91 current
Combined value: $580m; as reported
Opened: 0; new this quarter
Added to: 4; already held
Trimmed or sold out: 4; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
D. E. Shaw & Co. Quantitative · $210bn book	$327m	0.2%	5,828,919	+$175m+2,679,767	Added
Caxton Associates LLP Macro · $5.3bn book	$112m	2.1%	1,991,899	+$111m+1,985,808	Added
Voloridge Investment Management LLC Quantitative · $23.5bn book	$70m	0.3%	1,246,404	+$44m+718,826	Added
Rokos Capital Management LLP Macro · $26.8bn book	$27m	0.1%	477,535	+$200k-72,671	Trimmed
Bridgewater Associates LP Macro · $24.4bn book	$25m	0.1%	446,310	+$20m+338,256	Added
Baillie Gifford & Co Long-only · $110bn book	$20m	0.0%	357,468	-$1.9m-96,403	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Quantbot Technologies LP · Quantitative$1.8m held before
Soros Fund Management LLC · Macro$500k held before

Ownership through time

At least 8 of the 95 managers whose filings are on file listed MP in Q2 2026, against 3 in Q4 2020. 2 managers fewer than in Q1 2026: 2 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

D. E. Shaw & Co.3,149,152 to 5,828,919 shares+$150m
Voloridge Investment Management LLC527,578 to 1,246,404 shares+$40m
Bridgewater Associates LP108,054 to 446,310 shares+$19m

Largest decreases, by shares

Baillie Gifford & Co453,871 to 357,468 shares-$5.4m
Rokos Capital Management LLP550,206 to 477,535 shares-$4.1m

Left it

Soros Fund Management LLCwas $456k

Manager	First listed	Largest	Q2 2026
D. E. Shaw & Co.	Q3 2022	$326m	$326m
Caxton Associates LLP	Q1 2022	$132m	$112m
Marshall Wace LLP	Q2 2022	$97m	$97m
Voloridge Investment Management LLC	Q4 2020	$81m	$70m
Rokos Capital Management LLP	Q3 2021	$28m	$27m
Bridgewater Associates LP	Q1 2026	$25m	$25m
Baillie Gifford & Co	Q4 2021	$116m	$20m
Woodline Partners LP	Q3 2024	$16m	$16m
T. Rowe Price Associates Inc	Q3 2025	$232m	last listed Q3 2025
Renaissance Technologies LLC	Q1 2022	$94m	last listed Q3 2025
Squarepoint Ops LLC	Q4 2025	$92m	last listed Q4 2025
Two Sigma Investments LP	Q4 2021	$80m	last listed Q1 2026
Two Sigma Advisers LP	Q4 2021	$54m	last listed Q4 2025
Man Group PLC	Q3 2025	$51m	last listed Q4 2025
Neuberger Berman Group LLC	Q3 2021	$47m	last listed Q4 2021
Moore Capital Management LP	Q4 2020	$44m	last listed Q4 2021
Point72 Asset Management LP	Q4 2020	$26m	last listed Q4 2020
Acadian Asset Management LLC	Q4 2022	$15m	last listed Q1 2023

Reported as options rather than shares

A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.

Rokos Capital Management LLP · calls$7.5m notional

What MP is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around MP →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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