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 |
Unity
U
|
+$297M |
| 2 |
Lemonade
LMND
|
+$69.2M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 67.57% |
| 2 | Communication Services | 20.58% |
| 3 | Financials | 11.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Unity
U
$20.7B
| $308M | 66.64% |
+3,526,640
| New | +$297M |
|
2
Zillow
Z
$8.07B
| $95M | 20.58% |
935,624
| – | – |
|
|
3
Lemonade
LMND
$4.13B
| $54.8M | 11.86% |
+1,101,618
| New | +$69.2M |
|
|
API
4
Agora
API
$369M
| $4.3M | 0.93% |
100,000
| – | – |
|
Similar funds
Josh Kushner's Q3 2020 Portfolio in Review
As of Q3 2020, Josh Kushner held 4 positions worth $462M, up 692% from $58.3M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Josh Kushner deployed $367M of net new capital in Q3 2020, opening 2 new positions. Its largest new stake was Unity: 3,526,640 shares worth $308M.
By sector, the portfolio is most concentrated in Technology at 68% of assets, up from 7.6% a quarter earlier, followed by Communication Services and Financials.
- Josh Kushner's largest Q3 2020 buy was Unity: 3,526,640 shares worth $308M.
- Josh Kushner's ten largest holdings make up 100% of its $462M portfolio in Q3 2020.
- Josh Kushner opened 2 new positions and closed 0 in Q3 2020.
- Josh Kushner's portfolio value rose 692% quarter-over-quarter to $462M.
Based on Thrive Capital Management (New York)'s 13F filing for Q3 2020, filed 13 Nov 2020.