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ARK Raises SpaceX Bet as RKLB Momentum Slips, Impacts P-SPAC Outlook

Aug 31, 2026, 3:01 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

SpaceX exposure rising within a high-profile ARK portfolio and a concurrent decline in Rocket Lab momentum may lift SPCX/SpaceX-related SPACs in the near term, as investors chase SpaceX-led growth and diversification away from Rocket Lab.

AI summary

What happened, with direct paths to the underlying reporting

ARK's second-quarter 13F shows a substantial increase in SpaceX exposure, with 4.48 million SpaceX shares valued at roughly $765 million, supporting SPCX after a ~32% monthly rally. Rocket Lab meanwhile prints a Death Cross, signaling waning momentum as ARK trims its RKLB stake by 27%. The shift toward SpaceX within ARK’s space portfolio could affect SPAC-related sentiment and investments in Space-focused SPACs.

ARK increases SpaceX exposure; SPCX up over 30% in the last month.
Rocket Lab trades with a Death Cross; momentum underperforms SpaceX rally.
ARK trims Rocket Lab by 27% to 1.63M shares in 2Q 13F.
ARK adds SpaceX position: 4.48M shares, about $765 million.

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