Featured 13F manager
Thrive Capital Management Josh Kushner
New York, NY 27 processed 13Fs on this site · 2021 Q1–2026 Q2
- $3.8B
- 5 holds
- 2026 Q2
- +1007.6% QoQ
- Top 5 100.0%
Josh Kushner files Thrive Capital Management as a Form 13F. The latest book is 2026 Q2 at $3.8B, up 1007.6% QoQ, led by Space Exploration ·, Amazon, and Oscar Health.
Portfolio
top 5 100.0% · top 10 100.0%
- SPCX - Space Exploration · CLASS A 84.8%
- AMZN - Amazon 5.7%
- OSCR - Oscar Health · CL A 4.7%
- SHOP - Shopify · CL A 2.7%
- FIG - Figma · CLASS A 2.1%
AUM over time
Book
| HOOD - Robinhood Markets · CL A | 34.81% | Hold | 20,410,961 | $8.22 | $168M | — | — |
| OSCR - Oscar Health · CL A | 33.17% | Hold | 37,614,286 | $4.25 | $160M | — | — |
| NU — · CL A | 17.33% | Hold | 22,332,900 | $3.74 | $84M | — | — |
| Vimeo | 7.31% | Hold | 5,852,853 | $6.02 | $35M | — | — |
| CVNA - Carvana · CL A | 7.03% | Add +84.6% | 1,499,962 | $22.58 | $34M | +687,249 | −$63M |
| Silvergate Capital · CL A | 0.15% | Hold | 13,056 | $53.54 | $699K | — | — |
| RBLX - Roblox · CL A | 0.13% | Hold | 19,020 | $32.86 | $625K | — | — |
| TWLO - Twilio · CL A | 0.07% | Hold | 3,942 | $83.71 | $330K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| COMP - Compass · CL A | 5.36% | Exit | 0 | $7.86 | $57M | −7,289,430 | −$57M |
| HIMS - Hims & Hers Health | 1.60% | Exit | 0 | $5.33 | $17M | −3,202,616 | −$17M |
| BLND - Blend Labs · CL A | 0.06% | Exit | 0 | $5.70 | $663K | −116,379 | −$663K |
Filings history
22 periods · normalized AUM · open a period for holdings
| Period | holds | 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
27 processed 13Fs on this site · 2021 Q1–2026 Q2