The big SpaceX IPO could arrive as early as June, and it’s going to be a record-breaker in terms of size and excitement. Whether the price of admission implies a valuation north of $2 trillion (that’s on the high end) on the opening day or more, the big launch is going to draw some pretty big crowds. Either way, the top 10 companies by market cap have the potential to look drastically different in a few years’ time.
For investors looking for ways to get in ahead of the crowd, there are some compelling ETFs out there that have a decent stake in Elon Musk’s space company. Whether you’re excited about the merger with Grok owner xAI, a potential merger with Tesla (NASDAQ:TSLA | TSLA Price Prediction) way into the future (one can only hope), or the continued dominance of Starlink, I do think the case for getting in ahead of what could be a glorious SpaceX debut day is quite a compelling one, especially for the Musk fans.
As for ETFs, my favorite way to get a piece of SpaceX, as well as a bunch of other private companies, has to be by way of Cathie Wood’s Ark Venture Fund (ARKVX). There’s no shortage of excitement with this basket of explosive private companies, many of which are slated to enjoy IPOs of their own in the coming year or two.
The Ark Venture Fund is a great way to get a share of SpaceX before the IPO
If you can’t wait for SpaceX or the slew of frontier AI firms that could follow with big IPOs of their own in the second half of 2026 or the first half of 2027, The Ark Venture Fund seems like a great way to grab a seat before the theater is even open.
Of course, you’ll have to pay up a whopping 2.90% worth of total expenses. That’s steep, but I suppose high-fee active mutual funds and hedge funds change fees in a similar range, and they don’t have nearly as much private innovator exposure as the Ark Venture Fund.
SpaceX represents around 17% of the fund, with OpenAI and Anthropic sporting weights of 11.5% and 3.5%, respectively. Replit, Figure AI, and Databricks are also intriguing AI innovators that could explode onto the public markets at some point in the future.
What about the private holdings beyond SpaceX?
Looking further underneath the hood, you’ll also get exposure to Epic Games, Neuralink (another Elon Musk company), and the predictions markets platform Kalshi. Between paying a hefty annual fee for exposure to the broad basket and testing one’s luck one day, it’s a tough call.
Ultimately, investors must ask themselves if the private tech holdings beyond SpaceX, OpenAI, and Anthropic are worth the while and whether one trusts in Cathie Wood and her ability to replicate the success in the private markets.
While I wish the Ark Venture Fund were 2% cheaper regarding the total expenses, I do think that those keen on getting private exposure are getting bang for their buck, especially considering the lack of more cost-effective alternative options out there.
In any case, if SpaceX’s Starship v3 launch this May goes well, the stage may very well be set for an epic IPO that sees investor demand outweigh supply. With markets heating up again and tech leading the recovery, I wouldn’t at all be surprised if the big SpaceX IPO day is a shocker. After all, we’re talking about a company that’s poised to be a top-10 holding in the S&P 500.
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