AM
SPCX

Atreides Management’s SpaceX SPCX Stock Holding History

Atreides 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 		$4.67B Buy
+27,332,943
New +$4.64B 32.58% 1

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

Atreides Management's SPCX Position: Q2 2026 in Review

Atreides Management opened a new position in SpaceX (SPCX) in Q2 2026: 27,332,943 shares worth $4.67B. The stake represents 32.58% of the portfolio and ranks #1 among its holdings.

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

  • Atreides Management held 27,332,943 shares of SpaceX worth $4.67B as of Q2 2026.
  • SpaceX was a new Atreides Management position in Q2 2026.
  • SpaceX made up 32.58% of Atreides Management's portfolio in Q2 2026, its #1 holding.
  • 1,735 funds tracked by Wall St. Rank held SpaceX as of Q2 2026.

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