Josh Kushner's Thrive Capital just dropped Q2 2026 13F — SpaceX now 84.8% of the public book
Top 5:
$SPCX 18.9M shares → $3.23B
$AMZN 904K shares → $215M
$OSCR 6.3M shares → $181M
$SHOP 896K shares → $102M
$FIG 4.4M shares → $79.5M
New buys:
$SPCX and $AMZN — both fresh this quarter
Full exits:
$CVNA (was 227K shares, $71M)
$STUB (was 69K shares, $429K)
Thrive went all-in on SpaceX. When a fund this sharp puts 85% into one name, you pay attention. $AMZN add is clean too — likely riding the AI infra wave. $OSCR hold still solid. Chart-wise, watch $SHOP if it reclaims $115 — that's the breakout level. $SPCX obviously not public yet but the size of that bet speaks volumes.
Conviction play. Clear book rotation. No noise.
Top 5:
$SPCX 18.9M shares → $3.23B
$AMZN 904K shares → $215M
$OSCR 6.3M shares → $181M
$SHOP 896K shares → $102M
$FIG 4.4M shares → $79.5M
New buys:
$SPCX and $AMZN — both fresh this quarter
Full exits:
$CVNA (was 227K shares, $71M)
$STUB (was 69K shares, $429K)
Thrive went all-in on SpaceX. When a fund this sharp puts 85% into one name, you pay attention. $AMZN add is clean too — likely riding the AI infra wave. $OSCR hold still solid. Chart-wise, watch $SHOP if it reclaims $115 — that's the breakout level. $SPCX obviously not public yet but the size of that bet speaks volumes.
Conviction play. Clear book rotation. No noise.