FIG 2X Long ETF

Breaking: Microsoft co-founder and Bill Gates childhood friend Paul Allen’s family office just revealed the investment portfolio

Here's everything you need to know:

Top positions:

• Palantir $Palantir Tech(PLTR.US): 1,125,000 shares

• Bending Spoons $Bending Spoons Spa(BSP.US): 5,695,200 shares

• Acuity $Acuity(AYI.US): 344,100 shares

• Aurora Innovation $Aurora Innovation(AUR.US): 10,385,096 shares

• Affirm $Affirm(AFRM.US): 721,382 shares

New positions:

• Bending Spoons $Bending Spoons Spa(BSP.US)

Adds:

• Figma $Figma(FIG.US): +55,832 shares

• SpaceX $SpaceX(SPCX.US): +262 shares

Full exits:

• BlackSky Technology $BlackSky Tech(BKSY.US)

Summary: Biggest move was Bending Spoons. Paul Allen’s family office opened a ~$190M position, making $Bending Spoons Spa(BSP.US) nearly 20% of the entire 13F book

Breaking: Josh Kushner's Thrive Capital just filed its Q2 2026 13F

Here's everything you need to know about his recent 13F

Top positions:

• SpaceX $SpaceX(SPCX.US): 18,914,205 shares, $3,231,681,066

• Amazon $Amazon(AMZN.US): 904,038 shares, $215,468,417

• Oscar Health $Oscar Health(OSCR.US): 6,343,617 shares, $180,919,957

• Shopify $Shopify (SHOP.US): 895,817 shares, $102,284,385

• Figma $Figma(FIG.US): 4,396,636 shares, $79,535,145

New positions:

• $SpaceX(SPCX.US), $Amazon(AMZN.US) — both new this filing

Full exits:

• $Carvana(CVNA.US) (was 226,761 shares, $71,289,123)

• $Stubhub - CL(STUB.US) (was 68,745 shares, $428,969)

Summary: SpaceX is now 84.8% of the entire public book