Oriental Harbor Investment Master Fund 13F: New $16M Stake in SPCX

Oriental Harbor Investment Master Fund took a new position in Space Exploration Technologies Corp. (SPCX), acquiring 105,488 shares valued at about $15.9 million. That detail comes from a Form 13F filing submitted to the Securities and Exchange Commission on October 22, 2026.

SPCX Space Exploration Technologies Corp.

$159.31 ▲ +28.95% past 3 months

1M 3M

Daily close · Oct 21, 2026

What Changed in Oriental Harbor Investment Master Fund's Space Exploration Technologies Corp. Position

The fund opened a brand-new position in Space Exploration Technologies Corp. during the quarter, going from zero shares up to 105,488 shares. The newly established stake carried a reported value of $15.9 million based on market prices near the filing date.

Other Institutional Activity in Space Exploration Technologies Corp.

Perigon Wealth Management grew its holdings by 17,901 shares, ending with 27,622 shares worth about $4.2 million. SBI Securities increased its holdings by 59,115 shares, ending with 212,684 shares worth about $32.1 million. Bell Bank opened a new position by adding 4,457 shares, ending with 4,457 shares worth about $672,383. Alphabet Inc. grew its holdings by 275,594,750 shares, ending with 551,189,500 shares worth about $79.8 billion. Valor Management LLC grew its holdings by 251,707,265 shares, ending with 503,414,530 shares worth about $72.9 billion.

Space Exploration Technologies Corp. Stock Down 2.1%

Space Exploration Technologies Corp. recently traded around $144.75 as of October 23, 2026, sitting below its 50-day moving average of $149.14 and below its 200-day moving average of $145.82. The stock closed at $144.75 on October 22, 2026. Shares have ranged from a 52-week low of $104.83 to a 52-week high of $225.64.

Recent Earnings

Space Exploration Technologies Corp. generated $23.0 billion in trailing-twelve-month revenue with a net profit margin of -35.7% and earnings per share of -$1.10. The company's next earnings report is scheduled for release on February 9, 2027.

Insider Buying and Selling at Space Exploration Technologies Corp.

Chief Executive Officer Elon Reeve Musk sold 11,390 shares on April 2, 2026, at an average price of $105.32 for a total value of about $1.2 million. President Gwynne E Shotwell sold 342,170 shares on September 22, 2026, for a total value of about $52.5 million.

Analysts Set New Price Targets

On October 21, 2026, Macquarie maintained its Outperform rating on the stock while keeping its price target at $250.00. On the same day, UBS maintained its Buy rating and raised its price target from $210.00 to $230.00. Citigroup also maintained a Buy rating on October 21, 2026, while increasing its price target from $200.00 to $240.00. On October 22, 2026, B of A Securities maintained a Buy rating and raised its target from $235.00 to $275.00, while Pivotal Research maintained a Buy rating and lifted its target from $230.00 to $260.00. The stock currently holds a consensus buy rating across 34 analyst opinions with a mean target price of $255.06.

About Space Exploration Technologies Corp.

Space Exploration Technologies Corp. designs, manufactures, and launches reusable rockets while providing satellite-based broadband services internationally. The company operates across space, connectivity, and artificial intelligence segments to expand global digital access.

Bottom Line

Institutional investors continue to adjust large positions in Space Exploration Technologies Corp. as market watchers look toward the company's next scheduled financial update in February 2027.