In the competitive world of private tech, SpaceX and Anthropic lead their fields. SpaceX dominates space travel with reusable rockets, Starlink’s global internet constellation, and frequent NASA contracts. Anthropic advances AI safety through models like Claude, backed by heavyweights such as Amazon (AMZN) and Google (GOOGL).
Direct investment in these private companies remains unavailable to most retail investors due to their non-public status. However, two publicly traded funds: the Fundrise Innovation Fund, LLC (VCX) and Destiny Tech100 Inc. (DXYZ) offer indirect access to these unicorns. Below, we examine their holdings, performance, and potential.
Fundrise Innovation Fund is a closed-end interval fund, which has surged nearly 900% since its recent listing. The fund trades at a significant premium to its net asset value (NAV) of $18.26 per share as of early 2026, as per Fundrise disclosures. This premium reflects strong investor demand, though it introduces volatility as hype fades.
VCX’s portfolio boasts a hefty 20.7% allocation to Anthropic, a standout amid the AI boom. The fund focuses on late-stage ventures in transformative tech, with quarterly redemption windows providing some liquidity.
Destiny Tech100 (DXYZ), another closed-end fund, holds substantial SpaceX stakes and added $100 million in Anthropic exposure via a special purpose vehicle (SPV) on February 11, 2026. This brings its combined weighting in SpaceX and Anthropic to around 20%, mirroring VCX’s emphasis.
DXYZ once traded far above NAV but now hovers just dollars over it, with 17% short interest suggesting rebound potential. It offers stock-like liquidity for otherwise illiquid private assets. DXYZ currently holds 27 companies, but targets 100 in total, spanning AI, space, biotech, and more.
SpaceX, valued at around $350 billion, boasts tangible milestones: over 100 launches last year and multi-billion-dollar government deals. Anthropic, at around $61.5 billion, competes fiercely with OpenAI in safe AI development.
Funds like VCX and DXYZ democratize access to these “locked-up” assets. DXYZ’s broader Tech100 basket adds diversification, while VCX’s Anthropic focus has fueled its gains, potentially lifting DXYZ via shared sentiment.
