9 tracked superinvestors hold SPACE EXPLORATION TECHN CORP (SPCX), worth $8.6B combined, led by Izzy Englander. Smart money is accumulating SPCX as of the latest 13F filings.
Current price
$147.95
-8.1%
1Y
In pursuing the fund's investment objective, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in units and shares of Special Purpose Acquisitions Companies (“SPACs”) that have a minimum capitalization of $100 million and companies that completed an initial public offering (“IPO”) within the last two years. The fund may also invest in depositary…
Market cap
$7M
P/E
-96.07
Div yield
0.0%
Revenue YoY
33.2%
Analyst target
$207
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
9
tracked 13F / N-PORT funds
Combined value
$8.6B
disclosed long exposure
Tier-1 conviction
5
concentrated holders
Net this quarter
+9
9 buying · 0 selling
Smart money is net accumulating SPCX: 9 funds added or opened versus 0 trimming. 9 opened a brand-new position.
SPACE EXPLORATION TECHN CORP (SPCX) is a genuine cross-fund conviction name: 5 concentrated Tier-1 superinvestors hold it, alongside 4 other tracked funds, for $8.6B of combined disclosed exposure.
The highest-conviction holder is Philippe Laffont, who has committed 6.5% of their portfolio to it, while Izzy Englander holds the largest dollar position.
This quarter 9 funds opened a brand-new position, with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 1.2% | $3.2B | |
| New buy | 6.5% | $3.2B | |
| New buy | 0.5% | $912M | |
| New buy | 5% | $765M | |
| New buy | 0.4% | $266M | |
| New buy | 0.6% | $205M | |
| New buy | 0.3% | $64M | |
| New buy | 0.5% | $38M | |
| New buy | 0.7% | $31M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
None disclosed.
Calls (bullish)
1 insider filed SEC Form 144 for $52M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Gwynne Shotwell | Director & Officer | 342,170 | $52M | 2026-09-22 |
Which superinvestors own SPCX?
9 tracked funds hold SPACE EXPLORATION TECHN CORP (SPCX), the largest being Izzy Englander (Millennium Management) at 1.2% of its 13F portfolio. 5 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SPCX?
In the most recent 13F quarter, 9 tracked funds added or opened SPCX and 0 trimmed it, including 9 brand-new positions.
How much SPCX do tracked funds hold?
Combined disclosed long exposure to SPCX across tracked superinvestors is $8.6B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.