Nvidia, Alphabet and AMD disclose major SpaceX (SPCX) stakes as of June 30
AI Market Summary
13F disclosures show large reported SpaceX (SPCX) positions by Nvidia, Alphabet, and AMD, plus notable holdings from institutional allocators, reinforcing breadth of institutional exposure and clarifying lockup/restriction dynamics. Nvidia's stake is linked to a prior xAI investment later absorbed by SpaceX, while Alphabet's position remains largely restricted through 2027. Near-term focus is likely on liquidity and share-unlock overhang versus demand.
Impact level
● Low
Affected assets
NCSKSPCX2USD/USDT-2.11%
AI Insight · NCSKSPCX2USD/USDTAI Insight
● Neutral
Trade now
⚠️ AI-generated insights are based on news content and are provided for informational purposes only. They do not constitute investment advice or represent the views of BingX. Investing involves risk. Please trade responsibly.
13F filings show Nvidia held 122.76 million Class A shares of SpaceX (SPCX) worth about $21 billion as of June 30, while Alphabet reported 551.2 million shares valued at $94.2 billion. AMD disclosed nearly 3.3 million SPCX shares worth more than $565 million. Nvidia’s position stems from a $2 billion investment in Elon Musk’s AI startup xAI that SpaceX absorbed in early 2026, and Alphabet’s stake traces back to a $900 million investment made more than a decade ago. A university endowment fund also reported holding $2.2 billion of SpaceX shares.
