DCP
SPCX

Darsana Capital Partners’s SpaceX SPCX Stock Holding History

Darsana Capital Partners’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 		$17.3B Buy
+101,461,915
New +$17.2B 77.85% 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
GMC
Gigafund Management Company Austin, Texas $29.4B AUM
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
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Darsana Capital Partners's SPCX Position: Q2 2026 in Review

Darsana Capital Partners opened a new position in SpaceX (SPCX) in Q2 2026: 101,461,915 shares worth $17.3B. The stake represents 77.85% of the portfolio and ranks #1 among its holdings.

1,630 funds tracked by Wall St. Rank hold SPCX as of Q2 2026.

  • Darsana Capital Partners held 101,461,915 shares of SpaceX worth $17.3B as of Q2 2026.
  • SpaceX was a new Darsana Capital Partners position in Q2 2026.
  • SpaceX made up 77.85% of Darsana Capital Partners's portfolio in Q2 2026, its #1 holding.
  • 1,630 funds tracked by Wall St. Rank held SpaceX as of Q2 2026.

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