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Top 10 Stock Picks of Joshua Kushner’s Thrive Capital

Published on September 6, 2022 at 10:46 am by Ramon Emmiel Jasmin in Hedge Funds, News

In this article, we discuss the top 10 stock picks of Joshua Kushner’s Thrive Capital. You can skip our comprehensive analysis of Thrive Capital’s history, investment philosophy, and hedge fund performance, and go directly to Top 5 Stock Picks of Joshua Kushner’s Thrive Capital.

Joshua Kushner, an American billionaire businessman and investor, founded Thrive Capital in 2009. Thrive Capital is a venture capital business that invests in firms in the field of software, internet, and technology-enabled sectors, with a Q1 portfolio worth about $1.68 billion. Since its founding, Thrive Capital has raised from institutional investors, including Princeton University, Wellcome Trust, and Hall Capital.

New exits from Thrive Capital’s portfolio have been successful. Lemonade, Inc. (NYSE:LMND), an insurance technology company, and Affirm Holdings, Inc. (NASDAQ:AFRM), a financial startup, both went public recently. Thrive Capital also started investing in Opendoor Technologies Inc. (NASDAQ:OPEN) and Compass, Inc. (NYSE:COMP), two businesses that specialize in real estate technology. In September 2020, Thrive Capital led the $185 million Series D round of Airtable, a collaborative cloud software platform. The Series D round valued Airtable at $2.5 billion. Thrive Capital also played a significant role as an investor in the 2017 Series C round of Robinhood Financial (NASDAQ:HOOD).

In February 2022, with almost $3 billion in funding commitments, Thrive Capital completed its eighth fund, with $500 million of that amount set aside for investments in early-stage start-up firms and the remaining $2.5 billion reserved for later-stage businesses. As per 13F filings for the first quarter of 2022, Thrive Capital holds a total of 11 stocks including, Oscar Health Inc. (NYSE:OSCR), Robinhood Markets, Inc. (NASDAQ:HOOD), and Roblox Corporation (NYSE:RBLX).

Photo by Chris Liverani on Unsplash

Our Methodology

The top 10 stock picks of Thrive Capital were chosen from its Q1 2022 portfolio. The stake value of each stock in the hedge fund is used to determine the order of the list.

10. Blend Labs Inc. (NYSE:BLND)

Thrive Capital’s Stake Value: $663,000

Percentage of Thrive Capital’s 13F Portfolio: 0.06%

Number of Hedge Fund Holders: 20

Blend Labs, Inc. (NYSE:BLND) is a cloud-based software platform provider in the United States for financial services firms. It has two business segments: Blend Platform and Title365. White-label products include mortgages, home equity loans and lines of credit, vehicle loans, personal loans, credit cards, and deposit accounts. Piper Sandler analyst Arvind Ramnani on July 18 reduced the firm’s price target on Blend Labs, Inc. (NYSE:BLND) to $2.50 from $3.50 and maintained a Neutral rating on the stock.

At the end of the first quarter, Insider Monkey’s data show that 20 hedge funds were bullish on Blend Labs, Inc. (NYSE:BLND), up from 16 funds in the last quarter. As of late June, Chase Coleman and Feroz Dewan’s Tiger Global Management LLC is the leading position holder in the company, with 19.7 million shares worth about $112 million.

In addition to Oscar Health, Inc. (NYSE:OSCR), Robinhood Markets, Inc. (NASDAQ:HOOD), and Roblox Corporation (NYSE:RBLX), elite hedge funds are pouring into Blend Labs, Inc. (NYSE:BLND).

9. Roblox Corporation (NYSE:RBLX)

Thrive Capital’s Stake Value: $879,000

Percentage of Thrive Capital’s 13F Portfolio: 0.08%

Number of Hedge Fund Holders: 40

Roblox Corporation (NYSE:RBLX) is a company that creates and runs an online entertainment platform.

Needham analyst Bernie McTernan raised the firm’s price target on Roblox Corporation (NYSE:RBLX) to $45 from $40 on July 14 and maintained a Buy rating on the stock. The analyst cites conversations he had with 17 of the company’s developers, all of whom expressed optimism about Roblox’s monetization environment, advertising opportunities, and UGC marketplace.

According to Insider Monkey’s data, 40 hedge funds were bullish on Roblox Corporation (NYSE:RBLX) at the end of Q1 2022, down from 61 funds in the earlier quarter. Catherine Wood’s ARK Investment Management is the leading shareholder of the company, with 7.4 million shares worth $221 million.

8. Silvergate Capital Corporation (NYSE:SI)

Thrive Capital’s Stake Value: $1,966,000

Percentage of Thrive Capital’s 13F Portfolio: 0.18%

Number of Hedge Fund Holders: 35

Silvergate Capital Corporation (NYSE:SI) serves as a bank holding company for Silvergate Bank, which offers banking products and services to corporate and individual customers in the United States. Deposit products accepted by the company include interest and noninterest bearing demand accounts, money market and savings accounts, and certificates of deposit. Thrive Capital added Silvergate Capital Corporation (NYSE:SI) to its portfolio in the first quarter of 2022 by purchasing 13,056 shares, worth $1.9 million.

Wells Fargo analyst Jared Shaw on July 20 raised the firm’s price target on Silvergate Capital Corporation (NYSE:SI) to $115 from $100 and maintained an Overweight rating on the stock.

Among the hedge funds tracked by Insider Monkey, 35 funds reported long positions in Silvergate Capital Corporation (NYSE:SI) at the end of Q1 2022, down from 37 funds in the preceding quarter. Catherine Wood’s ARK Investment Management held the biggest stake in the company, with 443,211 shares worth $34.7 million.

7. Hims & Hers Health Inc. (NYSE:HIMS)

Thrive Capital’s Stake Value: $17,070,000

Percentage of Thrive Capital’s 13F Portfolio: 1.59%

Number of Hedge Fund Holders: 21

Hims & Hers Health, Inc. (NYSE:HIMS) runs a multi-specialty telehealth platform that connects patients with licensed healthcare providers. Customers can purchase a variety of health and wellness products and services directly from the company via its websites and mobile application. It also offers recurring prescription medication and ongoing care from healthcare providers, as well as over-the-counter drug and device products, cosmetics, and supplement products, with a primary focus on wellness, sexual health and wellness, skincare, and hair care.

On May 26, Piper Sandler analyst Sean Wieland reduced the firm’s price target on Hims & Hers Health, Inc. (NYSE:HIMS) to $6 from $8 and maintained an Overweight rating on the stock. Wieland tells investors in a research note that the company “continues to deliver phenomenal growth,” but it also has a cash-pay direct-to-consumer business that is dependent on digital marketing and the health of the US consumer. The analyst claims that because of high churn and short-term subscription commitments, past performance is not a guarantee of future results.

According to Insider Monkey’s database, 21 hedge funds were bullish on Hims & Hers Health, Inc. (NYSE:HIMS) at the end of March 2022, down from 22 funds in the previous quarter.

6. Compass Inc. (NYSE:COMP)

Thrive Capital’s Stake Value: $57,295,000

Percentage of Thrive Capital’s 13F Portfolio: 5.36%

Number of Hedge Fund Holders: 28

Compass, Inc. (NYSE:COMP) offers real estate brokerage services in the United States. It operates a cloud-based platform that offers an integrated suite of software for customer relationship management, marketing, client service, operations, and other functionality, as well as brokerage and related services in the real estate industry. The company provides mobile apps that allow agents to manage their business from anywhere, as well as designs consumer-grade interfaces and automated workflows for agent-client interactions.

Equities research analysts at Oppenheimer on June 15 reduced Compass, Inc.’s (NYSE:COMP) target price from $9.00 to $8.00. The company currently rates the stock as “Outperform.”

Among the hedge funds tracked by Insider Monkey, 28 funds reported long positions in Compass, Inc. (NYSE:COMP) at the end of Q1 2022. By the end of June, Rob Citrone’s Discovery Capital Management held the biggest stake in the company, with 19.7 million shares worth $155.3 million.

Like Oscar Health Inc. (NYSE:OSCR), Robinhood Markets, Inc. (NASDAQ:HOOD), and Roblox Corporation (NYSE:RBLX), the smart money is focusing into Compass, Inc. (NYSE:COMP).

Click to continue reading and see Top 5 Stock Picks of Joshua Kushner’s Thrive Capital.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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Published on May 15, 2026 at by Inan Dogan, PhD

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Top 10 Stock Picks of Joshua Kushner’s Thrive Capital

Published on September 6, 2022 at 10:46 am by Ramon Emmiel Jasmin in Hedge Funds, News

10. Blend Labs Inc. (NYSE:BLND)

9. Roblox Corporation (NYSE:RBLX)

8. Silvergate Capital Corporation (NYSE:SI)

7. Hims & Hers Health Inc. (NYSE:HIMS)

6. Compass Inc. (NYSE:COMP)

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Published on May 15, 2026 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

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Hedge Funds

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Top 10 Stock Picks of Joshua Kushner’s Thrive Capital

Published on September 6, 2022 at 10:46 am by Ramon Emmiel Jasmin in Hedge Funds, News

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10. Blend Labs Inc. (NYSE:BLND)

9. Roblox Corporation (NYSE:RBLX)

8. Silvergate Capital Corporation (NYSE:SI)

7. Hims & Hers Health Inc. (NYSE:HIMS)

6. Compass Inc. (NYSE:COMP)

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Published on May 15, 2026 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up: