Breaking: Josh Kushner's Thrive Capital just filed its Q2 2026 13F
Here's everything you need to know about his recent 13FTop positions:โข SpaceX $SpaceX(SPCX.US): 18,914,205 shares, $3,231,681,066โข Amazon $Amazon(AMZN.US): 904,038 shares, $215,468,417โข Oscar Health $Oscar Health(OSCR.US): 6,343,617 shares, $180,919,957โข Shopify $Shopify (SHOP.US): 895,817 shares, $102,284,385โข Figma $Figma(FIG.US): 4,396,636 shares, $79,535,145New positions:โข $SpaceX(SPCX.US), $Amazon(AMZN.US) โ both new this filingFull exits:โข $Carvana(CVNA.US) (was 226,761 shares, $71,289,123)โข $Stubhub - CL(STUB.US) (was 68,745 shares, $428,969)Summary: SpaceX is now 84.8% of the entire public book
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$Oscar Health(OSCR.US) Q2 EARNINGS MASSIVE DOUBLE BEAT ๐ฅ
EPS: $1.10 vs $0.49 estSales: $4.882B vs $4.751B estQ2 Total Members 2.963M Affirmed FY2026 Sales Guidance๐ฉ +12.55% - H
$Oscar Health(OSCR.US) | Barclays ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐๐ฌ๐๐๐ซ ๐๐๐๐ฅ๐ญ๐ก ๐๐ง๐. to ๐๐ฏ๐๐ซ๐ฐ๐๐ข๐ ๐ก๐ญ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ from $๐๐
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๐จ Pre-market buzz!
$Solidion Tech(STI.US) $ChargePoint(CHPT.US) $Oscar Health(OSCR.US) $Unitedhealth(UNH.US) $Microchip Tech(MCHP.US) $Costco Wholesale(COST.US) $NU Holdings(NU.US) $RTX(RTX.US) $Palantir Tech(PLTR.US) $Redwire(RDW.US) $C3.AI(AI.US) $Intel(INTC.US) $AMD(AMD.US) $Qualcomm(QCOM.US) $Veeva Systems -CL(VEEV.US) $Micron Tech(MU.US) $Ciena(CIEN.US) $Marvell Tech(MRVL.US) $CrowdStrike(CRWD.US) $Five Below(FIVE.US) $Petco Health and Wellness(WOOF.US) $Broadcom(AVGO.US) $Netskope(NTSK.US) $PVH(PVH.US) - H
$Oscar Health(OSCR.US) | Wells Fargo ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐๐ฌ๐๐๐ซ ๐๐๐๐ฅ๐ญ๐ก to ๐๐ช๐ฎ๐๐ฅ ๐๐๐ข๐ ๐ก๐ญ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐
Analyst sees better-than-feared exchange market trends and is more comfortable with the 2026 trajectory, but flags low visibility beyond that. - W
Talk about a snipe ๐ฏ
$Oscar Health(OSCR.US) now +100% since the CEO's $12M buy in early April ๐ข - H
$Oscar Health(OSCR.US) | ๐๐ฌ๐๐๐ซ ๐๐๐๐ฅ๐ญ๐ก: Jefferies ๐ฎ๐ฉ๐ ๐ซ๐๐๐๐ฌ ๐ญ๐จ ๐๐จ๐ฅ๐, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees improving pricing discipline and favorable enrollment trends, but flags fragile HIX market limiting upside.Source: Hardik Shah
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Insiders sell for a thousand reasons, but they only buy for 1 ๐ก $Oscar Health(OSCR.US)
Source: TrendSpider
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soโฆwhoโs buying the healthcare carnage?
either they have all become super cheap or these new White House proposals meaningfully hurt earnings growth plenty of other stocks with far better growth even if they are trading at a higher premium $Unitedhealth(UNH.US) $Oscar Health(OSCR.US) $Centene(CNC.US) $Elevance Health(ELV.US)Source: amit