Renaissance Technologies Discloses a New $620.5 Million SpaceX Stake
As seen on the 24/7 Wall St. homepage on November 12, 2026.
- Shares
- 4.1M
- Value
- $621M
- % of portfolio
- 0.8%
As of Sep 30, 2026 · disclosed Nov 12, 2026 · ~45 days stale — may not reflect current positions.
Renaissance Technologies' latest 13F shows a new stake in SpaceX as of September 30, a rare private-company position for the quant shop at roughly 0.85% of its book. The same filing added fresh positions in Bank of America, Goldman Sachs, Booking and Costco, while Micron and AMD stayed the top two longs.
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Renaissance Technologies disclosed a new position in Space Exploration Technologies Corp in its 13F filing for the quarter ended September 30, 2026, made public on November 12, holding 4,113,200 shares.
Renaissance is a quantitative shop applying systematic strategies almost exclusively to publicly traded securities, so a private company position marks a meaningful departure from that playbook.
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SpaceX does not trade on a public exchange, so the shares disclosed here likely reflect a secondary-market transaction or a direct placement. Retail investors have no straightforward way to replicate the position, which makes the institutional 13F filing an important signal about how sophisticated money is sizing up the company.
The same filing also revealed new stakes in Bank of America, Goldman Sachs, Booking, and Costco, while Micron and AMD remained the fund's top two long positions. The breadth of new additions suggests Renaissance was actively repositioning its book during the third quarter, with the SpaceX disclosure as the most closely watched item in the filing.
Mentioned: SPCX