Investing in FTX went to zero, Ontario Teachers’ Pension Plan bet on SpaceX, and the post-IPO holdings could skyrocket to $11.6 billion in value

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Gold Financial reports that on June 9th, the Ontario Teachers' Pension Plan in Canada is expected to receive a huge return from the SpaceX IPO. The fund invested about $220 million in SpaceX in 2019, when the company's valuation was approximately $33 billion to $36 billion.
If SpaceX goes public as planned at $135 per share, with an estimated valuation of about $1.75 trillion, the shares held by the Ontario Teachers' Pension Plan would be worth approximately $11.6 billion, with a potential unrealized gain of over $11 billion.
By the end of 2025, the Ontario Teachers' Pension Plan manages assets of about $279.4 billion, covering 346k active and retired teachers. The fund's Chief Investment Officer, Gillian Brown, previously stated that an IPO does not necessarily mean an exit point; they may continue to hold shares in the future to observe whether SpaceX's acquisition of xAI can trigger a new growth cycle.
It is worth noting that the fund invested about $95 million in FTX in 2022 and wrote off the entire investment after FTX's bankruptcy. However, benefiting from the strong performance of projects like SpaceX, its venture capital portfolio still achieved a 30% growth by 2025.
Currently, some institutions are cautious about SpaceX's valuation. Morningstar believes that its reasonable valuation is less than half of the IPO target. Based on a $1.75 trillion valuation, Elon Musk, who holds about 41% of the shares, could see his net worth further increase and potentially become the world's first trillionaire.
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