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SPCX·SPACE EXPLORATION TECHN-CL A
Borderline · AI-adjacentData as of 2026-08-26
Holder Count
46 / 100
46 of 100 tracked investors hold SPCX
Aggregate $
$133.22B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
5.2%
Share of aggregated AI exposure across 100 investors
Latest quarter · 2026-Q2
New
Polen Capital
Viking Global
D.E. Shaw
Marshall Wace
Bridgewater
Balyasny
Steadfast Capital
Baron Capital
Jennison Associates
Hudson Bay Capital
T. Rowe Price
Adage Capital
Norges Bank
Ken Fisher
Sands Capital
Two Sigma
Altimeter
Daniel Loeb
Schonfeld
Verition Fund Management
Temasek
Baillie Gifford
Appaloosa
CDPQ
Dragoneer
Fred Alger
NVIDIA Corp
Gavin Baker
Millennium
Wellington Management
Winslow Capital
GF Fund
SCGE
WT Asset
Atalanta Sosnoff
Silvant Capital
Avala Global
Harvard Management
Saudi PIF
Man Group
Dan Sundheim
Citadel
Coatue
Chase Coleman
Whale Rock Capital+$132.62B
Polen CapitalViking GlobalD.E. ShawMarshall WaceBridgewaterBalyasnySteadfast CapitalBaron CapitalJennison AssociatesHudson Bay CapitalT. Rowe PriceAdage CapitalNorges BankKen FisherSands CapitalTwo SigmaAltimeterDaniel LoebSchonfeldVerition Fund ManagementTemasekBaillie GiffordAppaloosaCDPQDragoneerFred AlgerNVIDIA CorpGavin BakerMillenniumWellington ManagementWinslow CapitalGF FundSCGEWT AssetAtalanta SosnoffSilvant CapitalAvala GlobalHarvard ManagementSaudi PIFMan GroupDan SundheimCitadelCoatueChase ColemanWhale Rock CapitalTrimmed
No Trimmed this quarter
—Exited
No Exited this quarter
—Holders
Sorted by position $ (largest first); click headers to re-sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
Saudi Public Investment Fund Public Investment Fund | $26.34B | 100.0% | NEW2026-Q2 | Before 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $24.91B | 71.9% | NEW2026-Q2 | Before 2020-Q1 |
Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $21.54B | 91.7% | NEW2026-Q2 | Before 2020-Q1 |
NVIDIA Corp NVIDIA Corporation | $20.98B | 33.1% | NEW2026-Q2 | Before 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $8.78B | 19.0% | NEW2026-Q2 | Before 2020-Q1 |
Gavin Baker / Atreides Management Atreides Management LP | $4.67B | 46.1% | NEW2026-Q2 | Before 2020-Q1 |
Philippe Laffont / Coatue Coatue Management LLC | $3.17B | 7.9% | NEW2026-Q2 | Before 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $2.98B | 12.6% | NEW2026-Q2 | Before 2020-Q1 |
SCGE Management SCGE Management, L.P. | $2.90B | 53.8% | NEW2026-Q2 | Before 2020-Q1 |
Harvard Management Company Harvard Management Company, Inc. | $2.21B | 58.3% | NEW2026-Q2 | Before 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $1.83B | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $1.68B | 12.0% | NEW2026-Q2 | Before 2020-Q1 |
Marc Stad / Dragoneer Investment Group Dragoneer Investment Group, LLC | $1.37B | 59.3% | NEW2026-Q2 | Before 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $1.27B | 1.2% | NEW2026-Q2 | Before 2020-Q1 |
Norges Bank Investment Management Norges Bank | $1.24B | 0.3% | NEW2026-Q2 | Before 2020-Q1 |
Wellington Management Wellington Management Group LLP | $1.05B | 0.6% | NEW2026-Q2 | Before 2020-Q1 |
Fred Alger Management Fred Alger Management, LLC | $987M | 4.9% | NEW2026-Q2 | Before 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $912M | 2.1% | NEW2026-Q2 | Before 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $876M | 2.7% | NEW2026-Q2 | Before 2020-Q1 |
 Cathie Wood / ARK Invest ARK Investment Management LLC | $599M | 9.4% | ADD90-day window | Before 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $581M | 5.6% | NEW2026-Q2 | Before 2020-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $389M | 2.4% | NEW2026-Q2 | Before 2020-Q1 |
Brad Gerstner / Altimeter Altimeter Capital Management LP | $304M | 4.0% | NEW2026-Q2 | Before 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $303M | 1.3% | NEW2026-Q2 | Before 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $267M | 3.1% | NEW2026-Q2 | Before 2020-Q1 |
Winslow Capital Management Winslow Capital Management, LLC | $230M | 1.2% | NEW2026-Q2 | Before 2020-Q1 |
Andreas Halvorsen / Viking Global Viking Global Investors LP | $205M | 3.8% | NEW2026-Q2 | Before 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $189M | 4.5% | NEW2026-Q2 | Before 2020-Q1 |
WT Asset Management WT Asset Management Ltd | $130M | 3.1% | NEW2026-Q2 | Before 2020-Q1 |
Chase Coleman / Tiger Global Tiger Global Management LLC | $64M | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
David Tepper / Appaloosa Appaloosa LP | $38M | 0.7% | NEW2026-Q2 | Before 2020-Q1 |
Avala Global Avala Global LP | $34M | 1.9% | NEW2026-Q2 | Before 2020-Q1 |
Daniel Loeb / Third Point Third Point LLC | $31M | 2.1% | NEW2026-Q2 | Before 2020-Q1 |
Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $26M | 0.3% | NEW2026-Q2 | Before 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $26M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Robert Pitts / Steadfast Capital Steadfast Capital Management LP | $25M | 3.1% | NEW2026-Q2 | Before 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $24M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $23M | 0.7% | NEW2026-Q2 | Before 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $13M | 0.2% | NEW2026-Q2 | Before 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $10M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Silvant Capital Management Silvant Capital Management LLC | $9M | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $3M | 0.2% | NEW2026-Q2 | Before 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $2M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Polen Capital Management Polen Capital Management, LLC | $1M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Man Group plc Man Group plc | $605015 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $223522 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
Position Action Log
64 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-08-21 | ADD | — | +205.0K | |
| 2026-08-07 | ADD | — | +114.8K | |
| 2026-08-06 | ADD | — | +20.3K | |
| 2026-08-05 | ADD | — | +181.8K | |
| 2026-07-29 | ADD | — | +128.9K | |
| 2026-07-28 | ADD | — | +105.1K | |
| 2026-07-27 | ADD | — | +124.5K | |
| 2026-07-22 | ADD | — | +121.4K | |
| 2026-07-20 | ADD | — | +170.6K | |
| 2026-07-17 | ADD | — | +147.8K | |
| 2026-07-15 | ADD | — | +122.8K | |
| 2026-07-13 | ADD | — | +153.2K | |
| 2026-07-10 | ADD | — | +117.0K | |
| 2026-07-08 | ADD | — | +181.8K | |
| 2026-07-07 | ADD | — | +44.2K | |
| 2026-07-06 | ADD | — | +5.7K | |
| 2026-Q2 | NEW | +$10M | +60.0K | |
| 2026-Q2 | NEW | +$987M | +5.78M | |
| 2026-Q2 | NEW | +$304M | +1.78M | |
| 2026-Q2 | NEW | +$23M | +135.9K | |
| 2026-Q2 | NEW | +$4.67B | +27.33M | |
| 2026-Q2 | NEW | +$34M | +200.0K | |
| 2026-Q2 | NEW | +$8.78B | +51.40M | |
| 2026-Q2 | NEW | +$581M | +3.40M | |
| 2026-Q2 | NEW | +$24.91B | +145.78M | |
| 2026-Q2 | NEW | +$2M | +11.6K | |
| 2026-Q2 | NEW | +$26M | +150.5K | |
| 2026-Q2 | NEW | +$876M | +5.13M | |
| 2026-Q2 | NEW | +$3.17B | +18.56M | |
| 2026-Q2 | NEW | +$21.54B | +126.04M | |
| 2026-Q2 | NEW | +$912M | +5.34M | |
| 2026-Q2 | NEW | +$1.37B | +8.00M | |
| 2026-Q2 | NEW | +$224K | +1.3K | |
| 2026-Q2 | NEW | +$13M | +76.0K | |
| 2026-Q2 | NEW | +$2.21B | +12.94M | |
| 2026-Q2 | NEW | +$267M | +1.56M | |
| 2026-Q2 | NEW | +$1.27B | +7.45M | |
| 2026-Q2 | NEW | +$31M | +180.4K | |
| 2026-Q2 | NEW | +$605K | +3.5K | |
| 2026-Q2 | NEW | +$24M | +141.0K | |
| 2026-Q2 | NEW | +$2.98B | +17.60M | |
| 2026-Q2 | NEW | +$1.24B | +7.28M | |
| 2026-Q2 | NEW | +$20.98B | +122.76M | |
| 2026-Q2 | NEW | +$26.34B | +154.15M | |
| 2026-Q2 | NEW | +$1M | +6.7K | |
| 2026-Q2 | NEW | +$389M | +2.28M | |
| 2026-Q2 | NEW | +$2.90B | +16.98M | |
| 2026-Q2 | NEW | +$189M | +1.10M | |
| 2026-Q2 | NEW | +$9M | +50.9K | |
| 2026-Q2 | NEW | +$25M | +146.6K | |
| 2026-Q2 | NEW | +$1.83B | +10.71M | |
| 2026-Q2 | NEW | +$1.68B | +9.83M | |
| 2026-Q2 | NEW | +$38M | +225.0K | |
| 2026-Q2 | NEW | +$64M | +375.0K | |
| 2026-Q2 | NEW | +$303M | +1.78M | |
| 2026-Q2 | NEW | +$3M | +15.1K | |
| 2026-Q2 | NEW | +$205M | +1.20M | |
| 2026-Q2 | NEW | +$1.05B | +6.15M | |
| 2026-Q2 | NEW | +$26M | +152.5K | |
| 2026-Q2 | NEW | +$230M | +1.35M | |
| 2026-Q2 | NEW | +$130M | +762.0K | |
| 2026-06-26 | ADD | — | +45.7K | |
| 2026-06-22 | ADD | — | +210.1K | |
| 2026-06-12 | ADD | — | +3.29M |