92% OF JOSH KUSHNER'S THRIVE CAPITAL STOCK PORTFOLIO IS SPACEX
Thrive reported 46.9 million $SPCX shares worth about $7.1 billion as of Sept. 30, according to the 13F it filed today. That's 92% of the $7.7 billion of U.S.-listed stocks it reported.
Its SpaceX stake grew from 18.9 million shares at the end of June.
The rest of the portfolio:
- Amazon: $225 million
- Shopify: $133 million
- Oscar Health convertible notes: $132 million
- Figma: $92 million
- Securitize: $25 million
13F filings show only U.S.-listed stocks, not Thrive's private investments, such as its stake in OpenAI.