Harvard University's endowment, valued at nearly $68 billion, invests in about 15,000 funds and also holds individual stocks, with 75% of its public equity portfolio in five AI stocks. SpaceX (SPCX) is the largest holding at over 52% of that portfolio, though its $2.2 billion stake is only about 3% of the total endowment. Taiwan Semiconductor (TSM) accounts for more than 8%, Cerebras Systems (CBRS) nearly 6%, Amazon (AMZN) over 5.5%, and Alphabet (GOOGL, GOOG) nearly 4%. The article highlights each company's growth potential, such as AWS's backlog of nearly $500 billion and Cerebras' wafer-sized chips, which it says are 30 times faster than GPUs for inference.
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Harvardendowmentartificial intelligenceSpaceXsemiconductors
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/21/2026 | 221.87 |
| Change that session | +2.49% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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