NAMM

Namib Minerals Cross-source read$1.33 0.75%
MaterialsCUSIP G63638103· EOD Sep 8, 2026

Among active 13F managers last quarter, 4 opened and 2 added, while 1 reduced; the largest holder to move was Polar Asset Management Partners Inc. (−3.0%). No recent Form 4 insider filings for NAMM.

Tracked 13F holders
13
5 in Q2 2026 filings
13F value (tracked)
$983K
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
6 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$1.33 0.75%1Y -88.0%
$0.85$9.05$17.25$25.44$33.64Jun 2025SepDecMar 2026JunSep226244
Hover for who · click for detailEnd-of-day closing prices52w $0.92 – $6.40

Who owns NAMM?

13 tracked 13F filers · ranked by shares held

13 tracked 13F filers disclose a position in NAMM as of the latest SEC 13F filings, a combined $983K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Polar Asset Management Partners Inc.574K
$530K
−3.0%
Reduced · −18K sh
Q2 2026
2UBS Group AG83K
$192K
166×
Added · +83K sh
Q1 2026
3Morgan Stanley43K
$99K
New
+43K sh
Q1 2026
4XTX Topco Ltd30K
$68K
+142%
Added · +17K sh
Q1 2026
5Jane Street Group, LLC20K
$47K
New
+20K sh
Q1 2026
6Scientech Research LLC14K
$25K
New
+14K sh
Q2 2026
7Concurrent Investment Advisors, LLC10K
$19K
New
+10K sh
Q2 2026
8Jones Financial Companies LLLP497
$1K
New
+497 sh
Q1 2026
9Caitong International Asset Management Co., Ltd239
$449
New
+239 sh
Q2 2026
10SBI Securities Co., Ltd.134
$252
+483%
Added · +111 sh
Q2 2026
11Citigroup Inc15
$35
New
+15 sh
Q1 2026
12Royal Bank Of Canada14
$0
New
+14 sh
Q1 2026
13Tower Research Capital LLC (TRC)1
$2
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NAMM being bought or sold by institutions?

Last quarter, 4 funds opened a new position in NAMM and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
2
added to an existing position
Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NAMM also own

CompanyCo-held byTheir position there
Tesla IncTSLA7 funds$250.6M
Johnson & JohnsonJNJ7 funds$139.6M
Lam Research CorpLRCX7 funds$74.3M
Applied Materials IncAMAT7 funds$60.5M
Rocket Lab CorpRKLB7 funds$26.6M
Pan American Silver CorpPAAS7 funds$5.2M
Nvidia CorpNVDA6 funds$922.6M
Alphabet Inc-CL AGOOGL6 funds$381.3M
Micron Technology IncMU6 funds$329.3M
Amazon.com IncAMZN6 funds$322.5M
Alphabet Inc-CL CGOOG6 funds$211.6M
Advanced Micro DevicesAMD6 funds$145.5M

Ranked by how many of NAMM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAMM.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
31
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
NAMM is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
0714Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $575K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
NAMMWSPAC Combination16 funds$1.1M
NAMMthis pageSHS13 funds$983K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for NAMM

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Ask your agent what changed in NAMM

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NAMM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NAMM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NAMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.