Nvidia and Harvard Endowment 13F Filings Reveal Heavy SpaceX Positions
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Nvidia and Harvard's endowment fund both disclosed large SpaceX positions on the same day — Harvard's stake alone is worth roughly $2.2 billion, more than half its reported U.S. equity holdings. The institutional ownership map for post-IPO SpaceX is taking shape.
How much SpaceX does Nvidia hold?
Nvidia reported holding approximately 122.7 million shares of SpaceX as of the end of Q2, disclosed via its 13F filing on August 14.
Led by CEO Jensen Huang, the position is widely read as a major tech-giant bet on space infrastructure.
This means → Nvidia is not just selling the "picks and shovels" of AI chips — it is also putting real capital behind the space sector downstream.
Why does the Harvard stake stand out?
Harvard Management Co. disclosed a SpaceX position worth roughly $2.2 billion — the single largest holding in its 13F filing.
That $2.2 billion accounts for more than half of its disclosed U.S. equity portfolio of roughly $4.3 billion. Concentrating over half the book in one name is extremely rare for a major endowment.
Harvard's endowment managed about $57 billion as of June 2025. Per Bloomberg, Harvard is one of SpaceX's largest endowment holders, having entered early through venture channels and reaped significant gains after the IPO.
How has SpaceX stock performed since its IPO?
SpaceX completed a record-setting IPO in June at $135 per share.
On August 14, shares closed at $140 — up roughly 3.7% from the IPO price, down 0.9% on the day.
In plain terms = two months after listing, the stock is broadly flat with a slight gain — no spike, no break below issue price. For a mega-IPO, that counts as a soft landing.
Which other institutions benefited from the SpaceX IPO?
Per Bloomberg, the University of North Carolina, Washington University in St. Louis, and the University of California's investment arm also profited from the SpaceX listing.
The 13F disclosure window — a quarterly SEC filing required of institutions managing over $100 million in U.S. equities, due within 45 days of quarter-end — has only just opened.
This means → more large institutions may yet disclose SpaceX positions. The ownership map is still being assembled — who is buying, and how much, will be a key reference point for tracking SpaceX's valuation trajectory.
Content is for reference only, not financial advice.