vincent(@SPCX100T):News: Alphabet $GOOGL increased its SpaceX $SPCX exposure last quarter. Its Q3 13F, filed today, shows 555.0 million shares versus 551.2 million at the end of Q2 — up roughly 3.85 million. SpaceX is still the dominant position at about $83.7 billion, nearly 95% of the $88.3 billion total portfolio. Reuters framed it the same way: a genuine increase, not a mechanical unlock effect, because 13Fs track beneficial ownership and lockup expirations don’t move share counts. This is also the first clean quarter-over-quarter read we’ve had, since SpaceX only IPO’d in June. Alphabet added Qualcomm too — nearly 3 million shares, about $548 million — while trimming Revolution Medicines, Freshworks, and LIFE.

2026.11.06 12:36

News: Alphabet $GOOGL increased its SpaceX $SPCX exposure last quarter. Its Q3 13F, filed today, shows 555.0 million shares versus 551.2 million at the end of Q2 — up roughly 3.85 million. SpaceX is still the dominant position at about $83.7 billion, nearly 95% of the $88.3 billion total portfolio. Reuters framed it the same way: a genuine increase, not a mechanical unlock effect, because 13Fs track beneficial ownership and lockup expirations don’t move share counts. This is also the first clean quarter-over-quarter read we’ve had, since SpaceX only IPO’d in June. Alphabet added Qualcomm too — nearly 3 million shares, about $548 million — while trimming Revolution Medicines, Freshworks, and LIFE.

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