SpaceX (SPCX) Stock Concentration Calculator
Calculator · free · no signup · SPCXQuantify SpaceX concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
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Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About SpaceX
SpaceX (SPCX) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in Hawthorne, CA. IPO'd Jun 12, 2026.
Last close: $192.5 per share (as of 2026-06-15).
IPO June 2026.
Equity grants at SpaceX typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Space Exploration Technologies Corporation, doing business as SpaceX, is an American public spaceflight, telecommunications, and artificial intelligence company headquartered at the Starbase development site in Starbase, Texas. As of 2026, SpaceX conducts more orbital launches annually than any other launch provider, including private competitors and national programs such as the Chinese space program. It is a major government contractor, primarily from NASA and the United States Armed Forces. SpaceX was founded in 2002 by Elon Musk with the goal of reducing spaceflight costs and colonizing Mars. The company is credited with advances in rocket propulsion, reusable launch vehicles, human spaceflight, and satellite constellation technology. Musk owns 6.42 billion shares of SpaceX; he controls 42% of outstanding shares and 85% of voting power via his super-voting stock.
Source: Wikipedia (CC BY-SA 4.0)
Elon Musk founded SpaceX in March 2002 to build and operate reusable orbital rockets. The Falcon 9 has completed over 300 successful launches, and the Starlink subsidiary (a low-earth-orbit broadband satellite constellation) surpassed 12 million subscribers by early 2026. SpaceX generated $18.7 billion in revenue in fiscal 2025 and employs more than 22,000 people. On June 12, 2026, the company completed its Nasdaq IPO under the ticker SPCX.
Sources: cnbc.com · finance.yahoo.com
Equity comp at SpaceX
- Twice a year (typically May and November), SpaceX organizes a window where employees can sell some of their vested shares to approved outside buyers. The industry name for this is a 'tender offer'. Because SpaceX is unlikely to IPO soon, these twice-yearly events are the main way employees can convert SpaceX equity into cash. Most planning questions for SpaceX employees ('when can I sell?', 'how much will I get?') really come down to the next tender's pricing and how many shares the company lets each employee sell.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
Researched 2026-05-06.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by SpaceX.
If a meaningful share of your net worth sits in SPCX, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with SPCX's option-implied volatility.
Example: 5,000 SPCX shares at $192.5 is a $962,500 position. A 30% drawdown costs $288,750; a 50% drawdown costs $481,250; a 70% drawdown costs $673,750. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using SPCX's option-implied volatility and your cost basis.
All SpaceX tools → · Use the generic Stock Concentration Calculator for any company.
SpaceX equity questions
- How much SPCX stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your SPCX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does SpaceX grant ISOs, NSOs, or RSUs?
- Equity compensation at SpaceX typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the SpaceX IPO lockup expire?
- SpaceX (SPCX) went public on June 12, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around December 9, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do SpaceX RSUs use double-trigger vesting?
- Yes. SpaceX restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
One piece of the puzzle.
OptionsAhoy plans your SpaceX equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.