Hancock Prospecting Pty Ltd — 13F Holdings & Portfolio

CIK 2017993 · latest 13F-HR filed 2026-08-14

Hancock Prospecting Pty Ltd manages $5.71B in 13F-reported U.S. long-equity assets across 42 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPCX (23.92%), QQQ (16.46%), MP (14.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 29, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
LEVEL 3, 28-42 VENTNOR AVENUE
WEST PERTH 6872
Phone
61894298222
Filing Manager
Hancock Prospecting Pty Ltd
West Perth, C3
Signatory
Jay Eliot Newby
Director
Loading holdings…
AUM

$5.71B

Long-equity book

Holdings

42

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+6 / −0 / ↑29 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$203.4M +27.6%
  • MP MATERIALS CORP$115.2M +16.1%
  • TECK RESOURCES LTD$79.4M +14.9%
  • EQT CORP$44.0M +113.9%
  • HUDBAY MINERALS INC$41.2M +12.4%
Show all 29

Top Trims

  • NEXGEN ENERGY LTD-$20.4M -19.3%
  • NETFLIX INC.-$4.8M -25.7%
  • ANTERO RESOURCES CORP-$3.1M -17.2%
  • NEWMONT CORP-$2.8M -13.7%
  • SPROTT FDS TR-$232.1K -20.7%
Show all 5

New Positions

  • SPACE EXPLORATION TECHN CORP$1.37B
  • VANGUARD INDEX FDS$130.5M
  • ISHARES TR$130.3M
  • GULFPORT ENERGY CORP$38.6M
  • RARE EARTHS AMERICAS INC$19.1M
Show all 6

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.37B 23.92% 8,000,000 SH
2 INVESCO QQQ TR QQQ 46090E103 $940.9M 16.46% 1,277,709 SH
3 MP MATERIALS CORP MP 553368101 $832.4M 14.57% 14,861,212 SH
4 TECK RESOURCES LTD TECK 878742204 $612.3M 10.72% 10,298,293 SH
5 HUDBAY MINERALS INC HBM 443628102 $374.4M 6.55% 15,885,729 SH
6 VANGUARD INDEX FDS VOO 922908363 $130.5M 2.28% 190,000 SH
7 ISHARES TR IVV 464287200 $130.3M 2.28% 174,000 SH
8 GLOBAL X FDS AIQ 37954Y632 $98.1M 1.72% 1,494,534 SH
9 SPDR SERIES TRUST SPMD 78464A847 $95.3M 1.67% 1,410,470 SH
10 NEXGEN ENERGY LTD NXE 65340P106 $85.1M 1.49% 9,078,245 SH
11 AMAZON COM INC AMZN 023135106 $83.7M 1.46% 351,000 SH
12 EQT CORP EQT 26884L109 $82.6M 1.44% 1,553,042 SH
13 ISHARES TR ARTY 46435U556 $80.4M 1.41% 1,055,190 SH
14 ALPHABET INC GOOGL 02079K305 $71.5M 1.25% 200,000 SH
15 META PLATFORMS INC META 30303M102 $60.8M 1.06% 108,000 SH
16 MICROSOFT CORP MSFT 594918104 $59.3M 1.04% 159,000 SH
17 FOX CORP FOX 35137L204 $57.6M 1.01% 1,230,167 SH
18 BROADCOM INC AVGO 11135F101 $52.9M 0.93% 140,000 SH
19 CROWDSTRIKE HLDGS INC CRWD 22788C105 $49.6M 0.87% 64,949 SH
20 NVIDIA CORPORATION NVDA 67066G104 $45.4M 0.79% 226,790 SH
21 GULFPORT ENERGY CORP GPOR 402635502 $38.6M 0.68% 227,500 SH
22 L3HARRIS TECHNOLOGIES INC LHX 502431109 $35.4M 0.62% 121,800 SH
23 RTX CORPORATION RTX 75513E101 $34.8M 0.61% 183,600 SH
24 LOCKHEED MARTIN CORP LMT 539830109 $34.6M 0.61% 68,000 SH
25 ARK ETF TR ARKQ 00214Q203 $33.4M 0.58% 252,500 SH
26 DELL TECHNOLOGIES INC DELL 24703L202 $33.2M 0.58% 76,890 SH
27 NORTHROP GRUMMAN CORP NOC 666807102 $31.7M 0.56% 62,300 SH
28 EXPAND ENERGY CORPORATION EXE 165167735 $25.2M 0.44% 276,804 SH
29 SPDR SERIES TRUST SPSM 78468R853 $19.8M 0.35% 342,840 SH
30 RARE EARTHS AMERICAS INC REA 75381A108 $19.1M 0.33% 1,248,204 SH
31 NEWMONT CORP NEM 651639106 $17.7M 0.31% 190,000 SH
32 ANTERO RESOURCES CORP AR 03674X106 $15.0M 0.26% 427,643 SH
33 NETFLIX INC. NFLX 64110L106 $13.9M 0.24% 194,000 SH
34 INFINITY NAT RES INC INR 456941103 $13.3M 0.23% 1,047,000 SH
35 WISDOMTREE TR WTAI 97717Y543 $13.0M 0.23% 274,505 SH
36 TESLA INC TSLA 88160R101 $8.8M 0.15% 20,837 SH
37 TRUMP MEDIA & TECHNOLOGY GRO DJT 25400Q105 $6.7M 0.12% 870,000 SH
38 EXCHANGE TRADED CONCEPTS TRU THNQ 301505731 $4.5M 0.08% 49,756 SH
39 EXCHANGE TRADED CONCEPTS TRU ROBO 301505707 $1.9M 0.03% 21,793 SH
40 GLOBAL X FDS BOTZ 37954Y715 $1.7M 0.03% 45,766 SH
41 FIRST TR EXCHANGE TRADED FD ROBT 33738R720 $1.5M 0.03% 27,460 SH
42 SPROTT FDS TR NIKL 85208P600 $888.6K 0.02% 70,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $5.71B 42 0001213900-26-089481
2026-03-31 2026-05-15 $3.33B 36 0001213900-26-057684
2025-12-31 2026-02-17 $3.25B 31 0001213900-26-016930
2025-09-30 2025-11-17 $3.07B 30 0001213900-25-111211