RT Yuri Khodjamirian, CFA
$NASA has more than 20% economic exposure to SpaceX through 10.5% direct position and 10.4% position in EchoStar (SATS).
Why?
SpaceX used its stock to buy spectrum from SATS, leaving EchoStar with a massive SpaceX stake. Until the deal closes, SATS trades at a discount to NAV.
Tema ETFs: Top 10 holdings in $NASA as of June 15th, 2026.
Visit https://tema.us/4uIU003 for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Retweet explaining NASA ETF's over 20% economic exposure to SpaceX through direct holdings (10.5%) and indirect stake via EchoStar/SATS (10.4%), arising from SpaceX's spectrum acquisition deal. SATS currently trades at discount to NAV pending deal closure.
Retweet of factual portfolio composition breakdown with no directional call from author. External data shows NASA down -1.54% at $31.98 amid recent SpaceX IPO news causing space ETF sector volatility. News mentions 'Space ETFs Plunge' post-SpaceX debut and flow activity around SPCX IPO, but the post itself is purely informational about exposure structure, not a bullish or bearish thesis.
关键要点
NASA ETF has 20%+ total SpaceX exposure: 10.5% direct, 10.4% through SATS
SpaceX used its stock to acquire spectrum from EchoStar (SATS), giving SATS a large SpaceX stake
