Investor Inflows Skyrocket 201% as SpaceX IPO Rumors Intensify

Money's pouring in like rocket fuel. A tidal wave of capital—up a staggering 201%—is flooding the market, and everyone's pointing to the same catalyst: whispers of a SpaceX public offering are getting louder.

The Speculation Engine

It's not on any official calendar. There's no S-1 filing. Yet, the mere possibility of Elon Musk's space venture hitting the public markets is moving mountains of money. Analysts call it 'anticipatory positioning'—investors scrambling to get ahead of what could be the decade's most hyped debut. The smart money isn't waiting for a prospectus; it's betting on the rumor.

Follow the Smart (or Frenzied) Money

This isn't retail FOMO—not yet. The surge is being driven by institutional and accredited investor channels, the ones with the bandwidth to place big, early bets. They're reallocating portfolios, building war chests, and creating derivative plays based on suppliers and partners. The entire ecosystem around potential IPO winners is heating up.

A Reality Check Before Liftoff

Let's be clear: a 201% inflow spike on speculation alone is breathtaking. It shows just how powerful narrative and momentum have become in modern finance—sometimes outpacing fundamentals altogether. Remember, for every market darling that soars, there's a portfolio manager somewhere quietly adding 'IPO advisory fees' to their yacht fund. The closer we get to a hypothetical launch date, the thinner the air—and the margin for error—becomes.

The countdown clock is ticking in investors' minds. Whether it leads to a historic launch or a very expensive fireworks display depends entirely on what happens when the rumor meets reality.

SpaceX takes center stage as fund’s top holding

The appeal of owning SpaceX stock showed up clearly in investor behavior. When the news broke about SpaceX planning to go public, money flowing into the fund jumped 201% above what it typically sees in a year. For the 56-year-old Moss, the sales pitch is straightforward: tie up your cash to get early access to major tech names, even though private company values aren’t transparent, profits aren’t guaranteed, and it might take years to cash out.

“We saw SpaceX at the time as an emerging leader,” Moss explained in a Bloomberg interview when discussing his first purchase of $10 million back in 2019. That investment has grown fifteen times since then.

Buying those shares took real effort. Moss traveled to the company’s California headquarters, walked through the factory, and sat down with company officials before completing the transaction.

The rocket company is planning to go public potentially this year, with reports suggesting it could be valued at $1.5 trillion, which WOULD make it the largest stock market debut ever.

Looking at returns, the fund hasn’t beaten the Russell 2000 index over one-year and three-year periods, though it matched the index’s performance over five years, based on Bloomberg data.

While most investment funds buy into companies like SpaceX through special investment vehicles or roundabout methods, Moss purchases shares directly from the company’s official ownership records. SpaceX carefully reviews every potential shareholder. According to Cryptopolitan, SpaceX is looking at possibly combining with Tesla Inc. or artificial intelligence company xAI, another company in Moss’s portfolio.

The fund uses what’s called an interval fund structure. Unlike regular mutual funds, people can only pull their money out during three-month windows. This setup prevents having to sell holdings when markets get rocky. The entry point is $2,500.

Investors don’t get full transparency on some important details

The fund doesn’t reveal its current valuation of SpaceX, how much that holding has contributed to performance, or how a major public offering might change the fund’s worth. Like other interval funds, it provides quarterly reports showing cost basis, position size and fair value.

Even when investor interest spikes, getting more exposure to hot companies like SpaceX isn’t automatic. Private company shares aren’t always up for sale, and when they are, companies like SpaceX strictly control who can buy.

Every Thursday, Moss and his four-person team, two portfolio managers and two analysts, review their roughly 80 investments, working through valuations and exit strategies. They have tough standards. Companies need at least $50 million in revenue and must be growing 30% annually. Moss expects about 10 portfolio companies to go public this year, including Kraken, Discord, and Motive Technologies.

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