Stock thesis
Space Exploration Technologies Corp.
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
SpaceX designs, manufactures, and launches rockets and spacecraft, and operates the Starlink satellite internet constellation.
SPCX · Price history
Price
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13F holders
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| NVIDIA largest tracked holder Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $20,975,594,582 | 33.06% |
| Sequoia Capital position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $20,933,621,114 | 65.64% |
| Atreides Management position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $4,670,106,641 | 41.89% |
|
Thrive Capital
position history
Q2 2026
· filed Aug 14, 2026
· SEC filing 1 SEC filing 2 |
NEW | new reported position | $3,231,681,066 | 74.46% |
| Coatue Management position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $3,171,465,731 | 6.52% |
| ARK Investment Management position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $765,113,281 | 4.97% |
| Altimeter Capital Management position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $303,530,227 | 3.09% |
| Viking Global Investors position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $205,032,000 | 0.58% |
| Tudor Investment Corp position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $199,367,137 | 0.82% |
| Tiger Global Management position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $64,072,500 | 0.27% |
| Appaloosa position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $38,443,500 | 0.51% |
| Third Point position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $30,825,707 | 0.66% |
| Whale Rock Capital Management position history Q2 2026 · filed Aug 14, 2026 · SEC filing | NEW | new reported position | $26,059,055 | 0.21% |
| Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing | NEW | new reported position | $1,145,616 | 0.01% |
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