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M
Michael Burry Tracker

Aug 14 at 03:36 PM

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

图片 1,共 2 张
图片 2,共 2 张
Oscar Health

Oscar Health

USOSCR

Shopify

Shopify

USSHOP

Figma

Figma

USFIG

Carvana

Carvana

USCVNA

Stubhub - CL

Stubhub - CL

USSTUB

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