Space Exploration Technologies (SPCX): Coatue Management opened a new position $3.17B

18.6M

Shares reported

6.5%

Disclosed portfolio weight

$3.17B

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 12, 2025Federal contract · $134.5M obligatedDepartment of Defense awarded SPACE EXPLORATION TECHNOLOGIES CORP: $134M obligated to date
2. Apr 2, 2026InsiderCEO sold ~$1.2M of SPCX shares in the open market
3. Jun 15, 2026Company filing · Form 8-K · Unregistered shares, Shareholder rightsChanged a top executive or board member, and sold new shares without registering them (and 4 more items)“Space Exploration Technologies Corp. Amended and Restated 2024 Equity Incentive Plan In connection with the IPO, the board of directors of the Company (the “Board”) adopted the Company’s Amended and Restated 2024 Equity Incentive Plan (the “A&R 2024 Plan”).”
4. Jun 16, 2026Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them
5. Jun 16, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 16, 2026, the Board of Directors (the “Board”) of Space Exploration Technologies Corp. (the “Company”) elected Roelof Botha as an independent “Common Stock Director” (as defined in the Company’s Restated Certificate of Formation) to fill the existing vacancy on the Board, effective immediately, to serve until the Company’s next annual meeting of shareholders and until his successor has been duly elected and…”
6. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results
7. Aug 14, 2026Company filing · Form 8-K · Acquisition or sale, Unregistered sharesCompleted buying or selling a business or assets, and sold new shares without registering them“As previously announced, on June 16, 2026, Space Exploration Technologies Corp. (the “Company”), X67 Inc., a wholly owned subsidiary of the Company (“Merger Sub”), and Anysphere, Inc. (“Cursor”) entered into an Agreement and Plan of Merger (the “Merger Agreement”), which provided for, among other things, the merger of Merger Sub with and into Cursor, with Cursor surviving the merger as a wholly owned subsidiary of…”

What came next

1. Sep 22, 2026Insider · 1 personInsiders: 5 sales (~$52.5M)
2. Sep 29, 2026Government · Federal Register noticeOffice of Commercial Space Transportation; Notice of Intent To Prepare a Supplemental Environmental Impact Statement (SEIS) and Open a Public Scoping Period for the SpaceX Starship-Super Heavy Operations at Space Launch Complex 37 at Cape Canaveral Space Force Station, Cape Canaveral, Florida
3. Oct 14, 2026Government · Federal Register noticeNotice of Intent To Prepare a Programmatic Environmental Impact Statement (PEIS), Open Public Scoping Period, and Hold Public Scoping Meetings on the Proposed SpaceX Starship-Super Heavy Launch and Landing Operations at the Boca Chica Launch Site at Starbase, Texas and Expansion of Starship Landing and Expenditure Locations
4. Oct 20, 2026Company filing · Form 8-K · ResultsReported its results

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Space Exploration Technologies

For Space Exploration Technologies, OQRO holds 5 insider filings (SEC Form 4 or Form 144) and 52 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SPCX page.

How this filing works

• SEC Form 13F

Other disclosures at Space Exploration Technologies

• SEC Form 4Sep 24, 2026
• SEC Form 4Sep 24, 2026
• SEC Form 4Sep 24, 2026
• SEC Form 4Sep 24, 2026
• SEC Form 4Sep 24, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its SPCX page.