9 hedge funds and family offices disclose a NEM position in their latest SEC 13F filing — combined $266.0M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Ray Dalio | Bridgewater Associates LP | 2,308,909 | $230.5M | 0.84% | 2025-12-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 474,250 | $19.6M | 0.63% | 2023-12-31 |
| 3 | Harry Burn | Sound Shore Management Inc /CT/ | 88,665 | $8.9M | 0.28% | 2025-12-31 |
| 4 | George Soros | Soros Fund Management LLC | 125,000 | $6.1M | 0.09% | 2012-06-30 |
| 5 | Mairs & Power | Mairs & Power Inc | 5,000 | $499K | 0.00% | 2025-12-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 7,918 | $328K | 0.01% | 2023-12-31 |
| 7 | Thomas Russo | Gardner Russo & Quinn LLC | 1,500 | $63K | 0.00% | 2007-03-31 |
| 8 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 435 | $43K | 0.01% | 2025-12-31 |
| 9 | Third Avenue Management | Third Avenue Management LLC | 874,219 | $25K | 0.48% | 2013-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold NEM. The largest disclosed position is Ray Dalio at $230.5M (0.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying NEM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
