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Investor portfolio

Thrive Capital

VCGrowth

Thrive Capital is Josh Kushner's investment firm, widely known for venture and growth investing.

Linked investors: Josh Kushner

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US 13F portfolio

Quarter
Q1 2026
Filed
2026-05-14
Portfolio value
$799,970,321
Positions
174
history Ticker Change % of portfolio
SHOP NEW 13.28%
FIG 11.62%
OSCR 9.1%
CVNA 8.91%
QQQ −12% 1.87%
VEA −1% 1.83%
VWO −8% 1.49%
VTV +29% 1.29%
VUG −18% 1.19%
VOO +18% 1.14%
VBK +87% 1.08%
VBR +25% 1.03%
VOE +60% 1.01%
IGLD −6% 0.9%
RYLD +47% 0.88%
QYLD −18% 0.84%
NVDA −6% 0.76%
JEPI +39% 0.75%
YYY +9% 0.74%
XYLD −17% 0.71%
JNJ −11% 0.7%
CF −18% 0.69%
EOG −9% 0.63%
GOOG(L) SELL 0.63%
MRK −7% 0.62%
MSFT +16% 0.61%
VZ −12% 0.6%
FOXA +28% 0.57%
MO −8% 0.57%
HIMS +134% 0.57%
AAPL −3% 0.56%
PEP −5% 0.55%
AVGO +16% 0.54%
CME −4% 0.54%
SNA −2% 0.54%
TROW +18% 0.54%
GLDM −2% 0.54%
VNQ −1% 0.54%
ACN +35% 0.54%
PG −2% 0.53%
CBOE −8% 0.53%
UTHR −2% 0.53%
GILD −10% 0.53%
CMCSA −5% 0.53%
KHC +11% 0.52%
IDV −6% 0.52%
HYGV +8% 0.52%
ITW −4% 0.51%
VICI +2% 0.51%
AVY −1% 0.5%
KMB +6% 0.5%
ZM +20% 0.5%
CL −11% 0.5%
DGRO −5% 0.49%
FLEX −2% 0.48%
AOS NEW 0.48%
EXEL +10% 0.48%
MPWR −8% 0.47%
GIS +15% 0.47%
CAG +1% 0.46%
CHWY +32% 0.46%
NBIX +17% 0.46%
VOT −6% 0.45%
RL +9% 0.45%
LLY +619% 0.45%
WMT +1% 0.44%
TOST NEW 0.44%
ELAN −8% 0.43%
ABT +14% 0.42%
PHM +0% 0.42%
HALO NEW 0.42%
MMSI +18% 0.42%
DECK −13% 0.42%
APP +47% 0.41%
MU −36% 0.41%
WRB +0% 0.4%
PODD +29% 0.39%
DVYE −3% 0.39%
THC −5% 0.38%
BND +35% 0.38%
VCIT +2% 0.36%
CWB +12% 0.35%
VYM −11% 0.33%
VIG +6% 0.28%
XLE +192% 0.28%
JNK −13% 0.27%
VGLT −11% 0.27%
SPYD +32% 0.26%
VGIT −10% 0.26%
SHYG −11% 0.26%
VMBS +3% 0.24%
VB +155% 0.22%
PFF +47% 0.21%
VTI +9% 0.2%
AMGN −3% 0.2%
KBWD −15% 0.19%
VO +92% 0.18%
SPYG −7% 0.18%
XLV +19% 0.18%
ICSH −21% 0.17%
XLP +87% 0.17%
HYD +36% 0.16%
BNDX +26% 0.14%
AOK −3% 0.13%
SPSB −23% 0.12%
AOM −1% 0.12%
RSP +12% 0.12%
AMZN −20% 0.12%
AMD −8% 0.12%
VYMI −11% 0.11%
DWM −4% 0.11%
BAC −0% 0.1%
XOM −2% 0.1%
META +5% 0.1%
IQLT −1% 0.1%
TSLA −7% 0.1%
SNEX +50% 0.09%
LGLV −1% 0.09%
JPM −7% 0.09%
CVS +6% 0.09%
HYG −12% 0.09%
LQD −6% 0.08%
SPY −9% 0.07%
NUE −0% 0.07%
GOVT −3% 0.07%
LIN +0% 0.07%
BRK.{A,B} −40% 0.07%
PM +1% 0.07%
BIV −23% 0.07%
BOND +0% 0.07%
DVY −3% 0.06%
XLU −6% 0.06%
AZN NEW 0.06%
STUB 0.05%
ORCL 0.05%
IEFA +1% 0.05%
D +1% 0.05%
STIP −22% 0.05%
ABBV −10% 0.05%
CEG +3% 0.05%
VGT NEW 0.05%
BSY +0% 0.05%
COST +6% 0.04%
IVV −39% 0.04%
V −1% 0.04%
MS −0% 0.04%
IBM −3% 0.04%
PH −12% 0.04%
CSCO −8% 0.04%
SCHD +3% 0.04%
CVX +3% 0.04%
BX −1% 0.04%
VEU +6% 0.03%
HD −6% 0.03%
QTEC −16% 0.03%
CAH 0.03%
MA −0% 0.03%
LMT −4% 0.03%
GS −3% 0.03%
MCD −2% 0.03%
T NEW 0.03%
SMH −1% 0.03%
LRCX NEW 0.03%
TSM −38% 0.03%
ACWI −18% 0.03%
MDYG −17% 0.03%
FLOT −0% 0.03%
GLD NEW 0.03%
BAR +2% 0.03%
SGOL NEW 0.03%
VXUS −18% 0.03%
CAT NEW 0.03%
VCSH −42% 0.03%
HDV SOLD
A SOLD
IVW SOLD
UBER SOLD
SOXL SOLD
AXP SOLD
CPB SOLD
FTEC SOLD
QBTS SOLD
VGSH SOLD
CRM SOLD
PINS SOLD
PANW SOLD
CHTR SOLD
USB SOLD

13F filings show only a fund's disclosed US-listed long book — methodology & caveats.