ACM
SPCX

Altimeter Capital Management’s SpaceX SPCX Stock Holding History

Altimeter Capital Management’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$304M Buy
+1,776,485
New +$302M 3.09% 12

Other funds holding SPCX

AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VCMC
VY Capital Management Company Dubai, United Arab Emirates $47B AUM
GMC
Gigafund Management Company Austin, Texas $29.4B AUM
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Altimeter Capital Management's SPCX Position: Q2 2026 in Review

Altimeter Capital Management opened a new position in SpaceX (SPCX) in Q2 2026: 1,776,485 shares worth $304M. The stake represents 3.09% of the portfolio and ranks #12 among its holdings.

1,735 funds tracked by Wall St. Rank hold SPCX as of Q2 2026.

  • Altimeter Capital Management held 1,776,485 shares of SpaceX worth $304M as of Q2 2026.
  • SpaceX was a new Altimeter Capital Management position in Q2 2026.
  • SpaceX made up 3.09% of Altimeter Capital Management's portfolio in Q2 2026, its #12 holding.
  • 1,735 funds tracked by Wall St. Rank held SpaceX as of Q2 2026.

Based on Altimeter Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.