PE1:ASX Announcement - Monthly Performance Report - May 2026
We increased our exposure to Anthropic by participating in the company’s latest financing round. As of May 2026, the leading enterprise AI company’s annual recurring revenue is approaching approximately US$50 billion, ahead of its original year-end 2026 target of approximately US$30 billion. In our view, the company remains one of the most compelling ways to participate in the continued buildout of enterprise AI.
Bloomberg Reports Space X IPO
https://www.reuters spacex-weighs-confidential-ipo-
and: Investors are bracing for a bumper IPO year, with SpaceX, OpenAI and Anthropic among the highly valued tech firms preparing potential listings that could set records in 2026.
SpaceX could seek IPO valuation of over $1.75 trillion, Bloomberg says
And asx PE1 has some 'Space X' exposure here:
