Workflow
Private Tech Investment
icon
Search documents
VCX vs. DXYZ – Check Out these Proxies for SpaceX, Anthropic Investments
Yahoo Finance· 2026-03-26 10:09
Group 1: Company Overview - SpaceX leads in space travel with reusable rockets, a global internet constellation via Starlink, and numerous NASA contracts [1] - Anthropic focuses on AI safety with models like Claude, supported by major investors such as Amazon and Google [1] Group 2: Investment Opportunities - Direct investment in SpaceX and Anthropic is not available to most retail investors, but publicly traded funds like Fundrise Innovation Fund (VCX) and Destiny Tech100 Inc. (DXYZ) provide indirect access [2] - VCX has surged nearly 900% since its listing, trading at a premium to its net asset value (NAV) of $18.26 per share, indicating strong investor demand [3] - DXYZ holds significant stakes in SpaceX and recently added $100 million in Anthropic exposure, bringing its combined weighting in both companies to around 20% [5] Group 3: Fund Performance and Strategy - VCX's portfolio has a 20.7% allocation to Anthropic, focusing on late-stage ventures in transformative technology [4] - DXYZ, which once traded significantly above NAV, now hovers just above it with a 17% short interest, indicating potential for rebound [6] - DXYZ aims to expand its portfolio from 27 to 100 companies across various sectors, including AI, space, and biotech [6] Group 4: Market Position and Valuation - SpaceX is valued at approximately $350 billion, with over 100 launches last year and multi-billion-dollar government contracts [7] - Anthropic is valued at around $61.5 billion and competes with OpenAI in the field of safe AI development [7] - The dual investment in SpaceX and Anthropic through funds like VCX and DXYZ democratizes access to these otherwise locked-up assets [7]
X @Forbes
Forbes· 2025-10-29 18:14
The Midas List, Forbes’ data-driven ranking of the top 25 private tech investors in Europe and the Middle East, is back for a 9th year. Submissions are open through October 30. https://t.co/5j8nVEeh04 ...