Hancock Prospecting Pty Ltd reported 27 positions worth $3.55B for the quarter ended Jun 30, 2026, up 97.7% on the prior quarter. It opened 4 new positions, added to 9, trimmed 0 and exited 0. Its largest holding is Space Exploration Technologies Corp at 38.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +8.00M | – | $1.37B | 38.5% |
| EQT EQT Corp | +946.5K | +156.1% | $50.33M | 2.33% |
| GPOR Gulfport Energy Corp | +227.5K | – | $38.61M | 1.09% |
| REA Rare Earths Americas, Inc. | +1.25M | – | $19.07M | 0.537% |
| CRWD CrowdStrike Holdings, Inc. | +94.4K | +57.1% | $18.01M | 1.4% |
| LHX L3Harris Technologies, Inc. | +51.8K | +74.0% | $15.05M | 0.997% |
| LMT Lockheed Martin Corp | +29.0K | +74.4% | $14.77M | 0.976% |
| NOC Northrop Grumman Corp | +26.8K | +75.5% | $13.65M | 0.894% |
| INR Infinity Natural Resources, Inc. | +1.05M | – | $13.30M | 0.375% |
| RTX RTX Corp | +55.6K | +43.4% | $10.55M | 0.981% |
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 8.00M | $1.37B | 38.5% | +8.00M | – | New | 0.06% |
| 2 | MP MP Materials Corp. / DE | Basic Materials | 14.86M | $832.38M | 23.45% | 0 | 0.0% | Unchanged | 8.33% |
| 3 | HBM Hudbay Minerals Inc. | Basic Materials | 15.89M | $374.39M | 10.55% | 0 | 0.0% | Unchanged | 4.02% |
| 4 | NXE NexGen Energy Ltd. | Energy | 9.08M | $85.10M | 2.4% | 0 | 0.0% | Unchanged | 1.54% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 351.0K | $83.66M | 2.36% | 0 | 0.0% | Unchanged | 0% |
| 6 | EQT EQT Corp | Energy | 1.55M | $82.58M | 2.33% | +946.5K | +156.1% | Added | 0.25% |
| 7 | GOOGL Alphabet Inc. | Technology | 200.0K | $71.47M | 2.01% | 0 | 0.0% | Unchanged | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 108.0K | $60.84M | 1.71% | 0 | 0.0% | Unchanged | 0% |
| 9 | MSFT Microsoft Corp | Technology | 159.0K | $59.31M | 1.67% | 0 | 0.0% | Unchanged | 0% |
| 10 | FOX Fox Corp | Communication Services | 1.23M | $57.62M | 1.62% | +216.1K | +21.3% | Added | 0.56% |
| 11 | AVGO Broadcom Inc. | Technology | 140.0K | $52.89M | 1.49% | 0 | 0.0% | Unchanged | 0% |
| 12 | CRWD CrowdStrike Holdings, Inc. | Technology | 259.8K | $49.57M | 1.4% | +94.4K | +57.1% | Added | 0.03% |
| 13 | NVDA Nvidia Corp | Technology | 226.8K | $45.38M | 1.28% | 0 | 0.0% | Unchanged | 0% |
| 14 | GPOR Gulfport Energy Corp | Energy | 227.5K | $38.61M | 1.09% | +227.5K | – | New | 1.27% |
| 15 | LHX L3Harris Technologies, Inc. | Industrials | 121.8K | $35.39M | 0.997% | +51.8K | +74.0% | Added | 0.07% |
Tip. Select a row to see that position’s full history at Hancock Prospecting Pty.
As of its Q2 2026 13F filing, Hancock Prospecting Pty Ltd’s five largest positions were Space Exploration Technologies Corp (SPCX) at 38.5%, MP Materials Corp. / DE (MP) at 23.4%, Hudbay Minerals Inc. (HBM) at 10.5%, NexGen Energy Ltd. (NXE) at 2.4%, Amazon Com Inc (AMZN) at 2.4% of the reported portfolio.
Hancock Prospecting Pty Ltd reported a 13F portfolio worth $3.55B across 27 positions for Q2 2026. That is up 97.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.37B), EQT Corp ($50.33M), Gulfport Energy Corp ($38.61M). It opened 4 new positions.
From the Form 13F-HR reports Hancock Prospecting Pty Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.