Friday was the first 13F deadline since SpaceX went public, so the cap table is finally visible. Harvard disclosed $2.2…

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Friday was the first 13F deadline since SpaceX went public, so the cap table is finally visible. Harvard disclosed $2.2 billion — more than half their entire disclosed public equity portfolio, and worth more than every other holding they reported combined. Their next biggest position is $350 million in TSMC. Peter Thiel’s Founders Fund holds 5.5% of the company, roughly $60 billion, off a $20 million check written in 2008. That’s about a 3,000x. Alphabet is around 7%. Nvidia disclosed $21…

Tags: Grok · AI Infra · Reel

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AI Infra · NVIDIA · SpaceX

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