4G·

Invest (already) in SpaceX ?

The Bloomberg news agency has learned from insiders that SpaceX wants to raise 30 billion dollars in an IPO next year. The company is to be valued at 1.5 trillion dollars and would then be one of the world's most valuable listed companies.

Is there a chance to approach SpaceX as a private investor? Yes, there is. WirtschaftsWoche reports on the ways - or rather detours - in which private investors can already get involved.

A number of British investment trusts have a large SpaceX portfolio. Investment trusts are closed-end funds whose shares are traded like shares on the stock exchange. This is how you can get a little closer to a SpaceX investment.

One option is offered by asset manager Baillie Gifford from Scotland. The fund company is known for long-term investments in high-growth companies and was one of the first major investors in Tesla $TSLA (+3,39%). In 2013, the Scots joined Elon Musk's company and have since earned hundreds of millions of dollars for their investors.

Now it looks like the Scots want to repeat their success with one of Elon Musk's companies. Baillie Gifford was able to secure SpaceX shares for some of her investment trusts. This is probably also due to the fact that the asset manager is said to still have very good relations with Elon Musk.

One of these funds is the long-established Scottish Mortgage Investment Trust $SMT (+2,22%) The current factsheet is dated November 30, 2025, according to which the fund holds a total of 8.2 percent of its assets in SpaceX. This makes the space company the largest position. It also owns TSMC, Mercado Libre and Amazon are among the fund's top positions.

With Edinburgh Worldwide $EWI (+2,93%) and the Schiehallion Fund $MNTN (+0,9%)

there are other trusts that are also heavily invested. The remarkable thing is the discount to the intrinsic value. The three trusts are currently trading at a discount of between three and 26 percent. The funds are therefore noticeably cheaper on the stock market than their actual assets are worth.

Source text (excerpt) & picture: "Welt", 11.12.25

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10 Commenti

Klein-Anleger1@Klein-Anleger1

4G

Here is THE alternative to SpaceX -> $RKLB 😅🤫

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ElShib

@ElShib

3Mes·

Future of Tech Pack

This is my future of tech pack, well rounded and solid choices for the future of Technology. 20-25 companies and funds embedding real tech into the physical world. Built for resilient long-term growth — no hype, just strategy.

Not financial advice.

https://www.trading212.com/pies/lua2LbG5mCkbey24uUDCHJHdUyIa9

$SMT (+2,22%) - offer both a good choice of companies and private equity exposure

The L&G $AIAG (-1,58%) and $ROBE (-0,49%) funds reinforce some of the big techs and complement a small exposure to missing names.

Although diversified, doesnt miss some of the big names like $NVDA (+0,7%) , $MSFT (-0,73%) , $GOOG (-0,54%) , some of the potencial outperformers like $PLTR (-0,13%) , or the most likely quantum performers like $IONQ (-7,95%) or $QBTS (-8,96%) and other interesting titles.

I readjust it from time to time. For example if $ONDS (-12,16%) keeps showing promise, I'll probably include it and take out for exemple $QCOM (+0,28%) somewhere in the future.

Have fun.