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What is the approximate value of Google's investment in SpaceX now? Would Google have to disclose if it bought more stake or sold any of its original stake?

https://spacenews.com/google-spacex-investment-is-900-millio...

(disclosure: googler, just something I've been curious about and figured someone here would have more insight on)



It looks like they invested via convertible bonds -- you can see the appreciation via the "Non-Marketable Debt Securities" line in their financial statements.

It was about $1b in 2015 after they made the investment - if you ignore other little sales/purchases, it had increased to $1.8 billion in 2017.

They then note "During the year ended December 31, 2018, the terms of a non-marketable debt security were modified resulting in an unrealized $1.3 billion gain" and then the balance sheet shows a non-marketable equity security, so they must have converted at that point. The value increased by $4 billion in 2018 and another $3 billion in 2019 -- though both include other investments they'd made in private companies.

By 2022, they had a total of $12 billion in unrealized gains in that category.. The majority of that is likely SpaceX so probably at minimum 10x'ed their investment?


Exactly the kind of analysis I was hoping for. Thank you very much.




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