Last NAV is $24.56 per
[https://www.sec.gov/Archives/edgar/data/1843974/000157587226000288/dxyz100\_424b3.htm](https://www.sec.gov/Archives/edgar/data/1843974/000157587226000288/dxyz100_424b3.htm)
18% is Anthropic which adds $6.60 for the latest funding round.
Space IPO is basically almost double the 1.25 Trillion valuation. That is another $2 at the current price to the NAV (9.6% of the reported holdings).
They also raised cash through ATM at a premium to NAV
**This brings the projected NAV to $34** **with the OpenAI/Anthropic IPO upside from here on still available.**
[](https://www.reddit.com/submit/?source_id=t3_1u42c8u&composer_entry=crosspost_prompt)
I had last called it here and it had rallied from $24 to $72.
[https://www.reddit.com/r/stocks/comments/1s1qo2k/relative\_value\_play\_between\_vcx\_and\_dxyz\_for\_the/](https://www.reddit.com/r/stocks/comments/1s1qo2k/relative_value_play_between_vcx_and_dxyz_for_the/)
**Now's another chance, this has 18% Anthropic!**
**Options are too expensive with IV so stock is the best bet.**