What smart money is saying about Space Exp
SPCX
No fund has written a full thesis on Space Exp in our archive, but 2 fund letters report a position in it — most recently Brown Advisory Large-Cap Sustainable Growth Strategy in June 2026.
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2
Reported positions
1
Bought
1
Sold
4
Letters
Position history
Every position in Space Exp on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“Late in the quarter, we participated in the IPO of SpaceX (SPCX), accumulating a small position.”
Read the letterSpace Exp - TrimmedJAG Capital Management Large Cap Growth PortfolioJune 2026
“We divested our position as quarterly earnings missed elevated expectations and as relative strength continued to deteriorate.”
Read the letterSpace Exp
Also mentioned · 2
These funds discuss Space Exp — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMiddle Coast InvestingJune 2026
“These are, for now, the top of the line in the AI value chain: Alphabet (GOOG) , Microsoft (MSFT) , Amazon (AMZN) , Meta Platforms (META), plus OpenAI and Anthropic once they become public, and then a few companies on the fringes (Oracle (ORCL), SpaceX (SPCX) maybe, Alibaba (BABA), Tencent (TCEHY).”
Read the letterSpace Exp - MentionedNexPoint Merger Arbitrage FundJune 2026
Named in a table in NexPoint Merger Arbitrage Fund’s letter.
Read the letterSpace Exp
Read the letters behind these Space Exp positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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