Breaking: Josh Kushner's Thrive Capital just filed its Q2 2026 13F
Here's everything you need to know about his recent 13FTop 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, $79,535,145New positions:• $SpaceX(SPCX.US), $Amazon(AMZN.US) — both new this filingFull 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
Share your thoughtsWhat's on your mind?
0 / 2,000
- W
$Carvana(CVNA.US) DOWN NEARLY -20% ON EARNINGS 🩸
EPS: $0.42 vs $0.36 estSales: $7.376B vs $6.907B est🟥 -19.19% - W
The Carvana comeback has hit some traffic ⚠️
$Carvana(CVNA.US) - W
$Carvana(CVNA.US) Strong results across the board
EPS: $1.69 vs $1.50 estREV: $6.432B vs $6.077B est🟩 +9.28% - H
$Carvana(CVNA.US) | 𝐂𝐚𝐫𝐯𝐚𝐧𝐚: Evercore raises 𝐏𝐓 𝐭𝐨 $𝟒𝟎𝟎, reiterates 𝐈𝐧 𝐋𝐢𝐧𝐞
Analyst sees favorable near-term setup with strong demand signals, though macro headwinds and cost pressures remain key watchpoints. - A
S&P 500 INCLUSION DECEMBER 2025:
Included: Carvana $Carvana(CVNA.US), Comfort Systems $Comfort Systems USA(FIX.US), CRH PLC $CRH(CRH.US)Removed: $LKQ(LKQ.US), Solstice $Solstice Advanced Materials(SOLS.US) Mohawk Industries $Mohawk Industries(MHK.US)No Reddit, SoFi, or MicrostrategySource: amit