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$DXYZ - like $VCX with a larger float

Posted on 3/25/26 at 1:47 pm
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33175 posts
Posted on 3/25/26 at 1:47 pm
Some of you may have seen $VCX take off this past week. IPO’d Thursday. It’s a private venture portfolio featuring companies like Anthropic, OpenAI, SpaceX, etc. Publicly traded - same concept as the recent Robinhood $RVI, but better holdings.

Market found $DXYZ yesterday/today. Up a decent amount but not a lot compared to $VCX. $DXYZ has a lot of similar stocks in its portfolio as VCX. SpaceX is the number 1 holding with exposure to Anthropic and OpenAI and EpicGames among other juicy private companies.

NAV is key to these stocks much like a SPAC, but NAV floats over time. NAV for VCX is ~$19, NAV for DXYZ is ~$20. VCX is nearly $500 right now, while DXYZ is $30. For this reason, DXYZ presents a huge value. We expect IPOs of these private companies to set a higher value for them, resulting in NAV increasing in these venture funds. SpaceX IPO news today, and Anthropic and OpenAI should be right behind it.

Anyway buy DXYZ

Edit: I note the larger float bc you shouldn’t expect as much squeeze from DXYZ. Takes a lot more buying to move it. But should still see significant upside if VCX continues
This post was edited on 3/25/26 at 1:53 pm
Posted by The Boat
Member since Oct 2008
176783 posts
Posted on 3/25/26 at 2:54 pm to
Why not. I have enough bb88 gains to play with
Posted by astonvilla
New Jersey
Member since Dec 2005
3496 posts
Posted on 3/25/26 at 5:48 pm to
why is it trading at a discount to VCX?
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33175 posts
Posted on 3/25/26 at 7:09 pm to
quote:

why is it trading at a discount to VCX?

VCX IPO’d last week. IPO momentum. But DXYZ is a sympathy play
Posted by The Boat
Member since Oct 2008
176783 posts
Posted on 3/25/26 at 7:11 pm to
Up 7% AH
Posted by frankthetank
Member since Oct 2007
2523 posts
Posted on 3/25/26 at 7:52 pm to
frick it, I'm in.
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