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%

Clean Energy

Enphase Energy (ENPH)

8.00%

Residential solar microinverters.

Risk: Medium

Clean Energy

First Solar (FSLR)

6.00%

Utility-scale thin-film solar.

Risk: Medium