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The Saudi Public Investment Fund's US 13F for Q2 2026 shows a single dominant move: a $26.34B SpaceX position (SPCX via SPV) opened this quarter, immediately becoming 69.5% of a highly concentrated 5-name book ($37.9B total). The rest of the book held steady: Uber ($5.26B / 13.9%), Electronic Arts ($5.09B / 13.4%), Lucid ($1.19B / 3.1%) and Claritev ($44M / 0.1%). No adds, no trims, no exits on the pre-existing positions.
| Ticker | Company | Value | Shares | % of book | |
|---|---|---|---|---|---|
| SPCX | SpaceX (private, via SPV) | $26.3B | 154.1M shares | 69.5% |
| Ticker | Name | Note |
|---|
| Ticker | Q2 value | Change | Direction |
|---|
PIF's Q2 filing formalizes what was widely known — the fund is now the largest single reporter of a SpaceX exposure via SPV structure. Combined with the still-large Uber and EA holdings, the book reflects the sovereign's tech / mobility / entertainment thesis around Vision 2030 and NEOM adjacencies. Zero changes on Uber/EA/Lucid means the fund is not tactically trading these — they are strategic anchors. Watch whether SpaceX weight compounds in future quarters.
Figures are computed from the latest 13F-HR filing (period 2026-06-30); the filing is authoritative.