Key points
- 20 tracked funds disclosed $35.43B of SpaceX (SPCX) common stock as of June 30, 2026.
- At SPCX's Aug. 17 close of $146.23, the group's combined stake is worth about $30.3B, down $5.1B from the June 30 mark.
- D1 Capital's $21.54B stake is 62% of its portfolio. Glade Brook's $2.70B stake is 99% of its.
Filings for June 30, 2026, show that 20 hedge funds followed by AIStockWire disclosed SpaceX (SPCX) common-stock positions with a combined value of $35.43 billion. D1 Capital Partners disclosed the biggest holding: $21.54 billion, equal to 62% of its entire US equity portfolio.
Who reported what
| Fund | Shares | Common stock value | Share of portfolio |
|---|---|---|---|
| D1 Capital Partners | 126,042,232 | $21.54B | 61.9% |
| Coatue Management | 18,561,780 | $3.17B | 6.5% |
| Millennium Management | 18,856,163 | $2.98B | 1.1% |
| Glade Brook Capital | 15,812,270 | $2.70B | 99.2% |
| Dragoneer Investment Group | 8,000,000 | $1.37B | 48.4% |
| D. E. Shaw | 5,340,000 | $912.4M | 0.4% |
| Citadel Advisors | 5,129,884 | $876.5M | 0.1% |
| ARK Investment Management | 4,478,013 | $765.1M | 5.0% |
| Altimeter Capital | 1,776,485 | $303.5M | 3.1% |
| Two Sigma Investments | 1,775,121 | $303.3M | 0.2% |
| Viking Global | 1,200,000 | $205.0M | 0.6% |
Nine more funds reported smaller stakes, and none of them cracks $100 million: Woodline Partners at $86.8 million, Tiger Global at $64.1 million, Greenoaks at $44.0 million, Appaloosa at $38.4 million, Third Point at $30.8 million, Whale Rock at $26.1 million, Suvretta at $17.3 million and Bridgewater at $2.0 million. Point72 reported call options and no shares.
What the filings show
All 20 funds priced the stock at close to the same level. D1's stake works out to $170.90 a share and Glade Brook's to $170.75, which is what you'd expect when everyone marks the same June 30 close.
Two funds stand out for size relative to everything else they own. Glade Brook Capital Partners filed a two-line 13F: SpaceX at $2.70 billion and Ethos Technologies at $15.6 million. D1 Capital Partners reported 55 positions and put more into SpaceX than into the other 54 combined. Dragoneer reported 12 positions with SpaceX at 48% of the total, and it closed its Nvidia stake in the same quarter.
Citadel Advisors reported the position three ways: 5,129,884 shares, $1.42 billion of call options and $973.5 million of puts. That mix is normal for Citadel's filings, which cover both its hedge fund and its market-making arm. The options lines aren't a directional view.
Saudi Arabia's Public Investment Fund filed separately and is not in the 20 above. Its SpaceX stake came to $26 billion, about 70% of its US stock book, which we covered on Aug. 14.
Where the stock has traded since
SPCX closed at $146.23 on Aug. 17, below the $171 level the filings imply for June 30. Every figure above is a June 30 snapshot, so the current value of these stakes is lower than what the filings report, assuming the funds haven't sold. Applying that Aug. 17 close to the same share counts values the group's combined holding near $30.3 billion, about $5.1 billion below the disclosed figure. D1 Capital carries most of that on its own, since its 126 million shares account for 61% of the group total.
What this does, and does not, signal
A 13F shows what a manager held on one day. It says nothing about the price paid or the date bought. Twenty funds appearing at once is a fact about disclosure rather than evidence of a coordinated trade. A newly listed stock entering an index will produce this same pattern on its own.
Scale is what the filings do establish. Add the $35.43 billion here to the PIF stake and more than $61 billion of SpaceX common stock sits with these institutions as of June 30.
Our hedge fund tracker carries each fund's full record, and this guide covers what these forms leave out.
Sources
- SEC Forms 13F-HR for the period ended June 30, 2026, filed Aug. 12 to Aug. 14, 2026, by the 20 funds named above. Common stock totals $35.43 billion, call options $1.48 billion, put options $1.13 billion
- D1 Capital Partners 13F-HR (accession 0001172661-26-003662): 126,042,232 shares valued at $21.54 billion, 55 positions, $34.78 billion portfolio
- Glade Brook Capital Partners 13F-HR (accession 0001529872-26-000003): 15,812,270 shares valued at $2.70 billion of a $2.72 billion portfolio, two positions
- Citadel Advisors 13F-HR (accession 0001104659-26-097200): 5,129,884 shares, $1.42 billion call options, $973.5 million put options
Last updated Aug. 18, 2026.
