Thrive Capital Management, LLC
Thrive Capital Management, LLC, managed by Joshua Kushner, reported 5 positions worth $3.81B in its 2026 Q2 13F filing: 2 new and 2 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +19.0% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +57.0% | +11.4% |
| 2025 Q3 | +6.3% | +7.6% |
| 2025 Q4 | -17.1% | +3.1% |
| 2026 Q1 | -32.6% | -5.8% |
| 2026 Q2 | +27.5% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| SPCX | Space Exploration Techn Corp | $3.23B | 84.80% | NEW |
| AMZN | Amazon Com Inc | $215.47M | 5.70% | NEW |
| OSCR | Oscar Health Inc | $180.92M | 4.70% | NO CHANGE |
| SHOP | Shopify Inc | $102.28M | 2.70% | NO CHANGE |
| FIG | Figma Inc | $79.54M | 2.10% | NO CHANGE |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.