Josh Kushner: Stock Portfolio, Performance and Latest Trades
Thrive Capital
13F portfolio value
$3.8B
5 holdings at Q2 2026
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Josh Kushner's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 84.8% | $170.86 | −6.0% | $160.57 | New | |
Amazon.com Inc.AMZN | 5.66% | $251.01 | +1.2% | $254.06 | New |
| 4.75% | $16.75 | +97.7% | $33.10 | No change | |
Shopify Inc.SHOP | 2.68% | $131.40 | +25.2% | $164.56 | No change |
| 2.09% | $68.65 | −67.0% | $22.63 | No change |
Josh Kushner's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| New | +18,914,205 | $3.2B | |
Amazon.com Inc.AMZN | New | +904,038 | $215.5M |
Carvana Co.CVNA | Sold out | −226,761 | — |
| Sold out | −68,745 | — |
Josh Kushner's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 90% |
| Consumer Discretionary | 5.7% |
| Financials | 4.8% |
Portfolio performance: Josh Kushner vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +155.1% | +20.6% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 78% of the portfolio value on average; the rest is left out of the return.
Josh Kushner's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2018.
| Company | Quarters bought | Quarters sold |
|---|---|---|
Carvana Co.CVNA | 3 | 3 |
Twilio Inc.TWLO | 4 | 2 |
| 2 | 3 | |
Blend Labs Inc-ABLND | 2 | 3 |
| 2 | 3 | |
Microsoft Corp.MSFT | 0 | 5 |
| 2 | 2 | |
| 2 | 1 | |
| 1 | 2 | |
Lemonade Inc.LMND | 1 | 2 |
| 1 | 1 | |
| 2 | 0 | |
| 1 | 1 | |
| 2 | 0 | |
| 1 | 1 |