SpaceX investment platform
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SpaceX investment platform
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Portfolio

What we hold, and why

Sector allocation and current holdings, updated as positions change.

Sector allocation

  • Electric Vehicles — 27.0%
  • Space — 22.0%
  • AI & Automation — 34.0%
  • Clean Energy — 14.0%
  • Reserve — 3.0%

Top holdings by weight

TSLA22.00%
SPCX18.00%
NVDA14.00%
MSFT9.00%
ENPH8.00%
GOOGL7.00%
FSLR6.00%
RIVN5.00%

AI & Automation

NVIDIA (NVDA)

14.00%

Dominant supplier of AI training/inference silicon.

Risk: Medium

AI & Automation

Microsoft (MSFT)

9.00%

Cloud + AI platform layer.

Risk: Low

AI & Automation

Alphabet (GOOGL)

7.00%

Search + Gemini + Waymo optionality.

Risk: Low

AI & Automation

Arm Holdings (ARM)

4.00%

Ubiquitous compute IP.

Risk: Medium