Follow-The-Filings

Featured 13F manager

Thrive Capital Management

Josh Kushner New York, NY 27 13Fs · since 2021 Q1

  • $3.8B
  • 5 Positions
  • 2026 Q2
  • +1007.6% QoQ
  • Top 5 100.0%

Portfolio

2026 Q2 · filed 8/14/2026 · 5 long

top 5 100.0% · top 10 100.0%

AUM over time

2026 Q2 $3.8B +1007.6% QoQ
2021 Q1 · $482M 2021 Q1 · $482M
Q1'21
2021 Q2 · $815M · +69.1% QoQ 2021 Q2 · $815M · +69.1% QoQ
Q2'21
2021 Q3 · $1.8B · +126.3% QoQ 2021 Q3 · $1.8B · +126.3% QoQ
Q3'21
2021 Q4 · $1.1B · −42.3% QoQ 2021 Q4 · $1.1B · −42.3% QoQ
Q4'21
2022 Q1 · $1.1B · +0.4% QoQ 2022 Q1 · $1.1B · +0.4% QoQ
Q1'22
2022 Q2 · $482M · −54.9% QoQ 2022 Q2 · $482M · −54.9% QoQ
Q2'22
2022 Q3 · $294M · −39.0% QoQ 2022 Q3 · $294M · −39.0% QoQ
Q3'22
2022 Q4 · $221M · −24.8% QoQ 2022 Q4 · $221M · −24.8% QoQ
Q4'22
2023 Q1 · $281M · +27.1% QoQ 2023 Q1 · $281M · +27.1% QoQ
Q1'23
2023 Q2 · $343M · +22.1% QoQ 2023 Q2 · $343M · +22.1% QoQ
Q2'23
2023 Q3 · $390M · +13.7% QoQ 2023 Q3 · $390M · +13.7% QoQ
Q3'23
2023 Q4 · $484M · +24.1% QoQ 2023 Q4 · $484M · +24.1% QoQ
Q4'23
2024 Q1 · $705M · +45.7% QoQ 2024 Q1 · $705M · +45.7% QoQ
Q1'24
2024 Q2 · $852M · +20.9% QoQ 2024 Q2 · $852M · +20.9% QoQ
Q2'24
2024 Q3 · $1B · +17.7% QoQ 2024 Q3 · $1B · +17.7% QoQ
Q3'24
2024 Q4 · $585M · −41.7% QoQ 2024 Q4 · $585M · −41.7% QoQ
Q4'24
2025 Q1 · $589M · +0.7% QoQ 2025 Q1 · $589M · +0.7% QoQ
Q1'25
2025 Q2 · $236M · −59.9% QoQ 2025 Q2 · $236M · −59.9% QoQ
Q2'25
2025 Q3 · $480M · +103.4% QoQ 2025 Q3 · $480M · +103.4% QoQ
Q3'25
2025 Q4 · $352M · −26.7% QoQ 2025 Q4 · $352M · −26.7% QoQ
Q4'25
2026 Q1 · $344M · −2.3% QoQ 2026 Q1 · $344M · −2.3% QoQ
Q1'26
2026 Q2 · $3.8B · +1007.6% QoQ 2026 Q2 · $3.8B · +1007.6% QoQ
Q2'26

Latest book

2026 Q2 2026 Q1 · filed today · long equity

SPCX - Space Exploration 84.82% New $3.2B 18,914,205 $170.86 $3.2B +18,914,205 +$3.2B
AMZN - Amazon 5.66% New $215M 904,038 $238.34 $215M +904,038 +$215M
OSCR - Oscar Health 4.75% Hold $181M 6,343,617 $28.52 $181M
SHOP - Shopify 2.68% Hold $102M 895,817 $114.18 $102M
FIG - Figma 2.09% Hold $80M 4,396,636 $18.09 $80M
CVNA - Carvana 20.74% Exit $71M 0 $314.38 $71M −226,761 −$71M
STUB - Stubhub 0.12% Exit $429K 0 $6.24 $429K −68,745 −$429K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.

Filings history

27 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 5 $3.8B +1007.6% 13F-HR 8/14/2026 000101297526000767
2026 Q1 5 $344M −2.3% 13F-HR 5/14/2026 000101297526000420
2025 Q4 4 $352M RESTATEMENT 3/13/2026 000101297526000244
2025 Q4 4 $352M −26.7% 13F-HR 2/17/2026 000101297526000149
2025 Q3 6 $480M +103.4% 13F-HR 11/14/2025 000101297525000755
2025 Q2 3 $236M −59.9% 13F-HR 8/14/2025 000101297525000442
2025 Q1 4 $589M +0.7% 13F-HR 5/15/2025 000101297525000237
2024 Q4 4 $585M −41.7% 13F-HR 2/14/2025 000101297525000085
2024 Q3 4 $1B +17.7% 13F-HR 11/14/2024 000101297524000475
2024 Q2 4 $852M +20.9% 13F-HR 8/14/2024 000101297524000325
2024 Q1 4 $705M +45.7% 13F-HR 5/15/2024 000101297524000207
2023 Q4 5 $484M +24.1% 13F-HR 2/14/2024 000101297524000080
2023 Q3 6 $390M +13.7% 13F-HR 11/14/2023 000101297523000458
2023 Q2 4 $343M +22.1% 13F-HR 8/14/2023 000101297523000335
2023 Q1 4 $281M +27.1% 13F-HR 5/15/2023 000101297523000218
2022 Q4 9 $221M −24.8% 13F-HR 2/13/2023 000101297523000077
2022 Q3 9 $294M −39.0% 13F-HR 11/14/2022 000176568122000001
2022 Q2 8 $342M RESTATEMENT 11/18/2022 000176568122000008
2022 Q2 8 $482M −54.9% 13F-HR 8/15/2022 000101297522000352
2022 Q1 11 $741M RESTATEMENT 11/18/2022 000176568122000007
2022 Q1 11 $1.1B +0.4% 13F-HR 5/16/2022 000192801022000003
2021 Q4 9 $806M RESTATEMENT 11/18/2022 000176568122000006
2021 Q4 9 $1.1B −42.3% 13F-HR 2/10/2022 000101297522000068
2021 Q3 9 $1.3B RESTATEMENT 11/18/2022 000176568122000005
2021 Q3 9 $1.8B +126.3% 13F-HR 11/15/2021 000101297521000448
2021 Q2 6 $815M +69.1% RESTATEMENT 11/18/2022 000176568122000004
2021 Q1 5 $482M RESTATEMENT 11/18/2022 000176568122000003

About

Thrive Capital Management

SEC: Thrive Capital Management, LLC

27 processed 13Fs · since 2021 Q1

Entity
Thrive Capital Management
Notable person
Josh Kushner
SEC filing name
Thrive Capital Management, LLC
Location
New York, NY
All SEC filings
View on sec.gov