Josh Kushner Thrive Capital Management (New York)
Josh Kushner is the founder of Thrive Capital, a technology investment firm spanning venture and public-market exposure. Thrive is known for backing category-defining software and internet companies and for selective public equity ownership. Kushner’s firm sits at the intersection of venture capital and public growth investing followed through filings.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SpaceX
SPCX
|
+$3.21B |
| 2 |
Amazon
AMZN
|
+$227M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Carvana
CVNA
|
+$71.3M |
| 2 |
StubHub Holdings
STUB
|
+$429K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 84.82% |
| 2 | Consumer Discretionary | 5.66% |
| 3 | Technology | 4.77% |
| 4 | Healthcare | 4.75% |
| 5 | Miscellaneous | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
SpaceX
SPCX
$1.92T
| $3.23B | 84.82% |
+18,914,205
| New | +$3.21B |
2026 Q2
0 quarters
|
|
|
2
Amazon
AMZN
$2.7T
| $215M | 5.66% |
+904,038
| New | +$227M |
2026 Q2
0 quarters
|
|
3
Oscar Health
OSCR
$9.8B
| $181M | 4.75% |
6,343,617
| – | – |
2021 Q3
19 quarters
|
|
4
Shopify
SHOP
$218B
| $102M | 2.68% |
895,817
| – | – |
2026 Q1
1 quarter
|
|
5
Figma
FIG
$11.5B
| $79.5M | 2.09% |
4,396,636
| – | – |
2025 Q3
3 quarters
|
|
|
6
Carvana
CVNA
$64.7B
| – | – |
-1,133,805
| Closed | -$71.3M | – |
|
|
7
StubHub Holdings
STUB
$2.24B
| – | – |
-68,745
| Closed | -$429K | – |
|
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Josh Kushner's Q2 2026 Portfolio in Review
As of Q2 2026, Josh Kushner held 7 positions worth $3.81B, up 1,009% from $344M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Josh Kushner deployed $3.37B of net new capital in Q2 2026, opening 2 new positions. Its largest new stake was SpaceX: 18,914,205 shares worth $3.23B.
By sector, the portfolio is most concentrated in Industrials at 85% of assets, followed by Consumer Discretionary and Technology.
On the sell side, the most notable exit was Carvana, an estimated $71.3M sold.
- Josh Kushner's largest Q2 2026 buy was SpaceX: 18,914,205 shares worth $3.23B.
- Josh Kushner fully exited Carvana in Q2 2026, selling an estimated $71.3M.
- Josh Kushner's ten largest holdings make up 100% of its $3.81B portfolio in Q2 2026.
- Josh Kushner opened 2 new positions and closed 2 in Q2 2026.
- Josh Kushner's portfolio value rose 1,009% quarter-over-quarter to $3.81B.
Based on Thrive Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.