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Top 10 Stock Picks of Joshua Kushner’s Thrive Capital

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.

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Disclosure: None. Top 10 Stock Picks of Joshua Kushner’s Thrive Capital is originally published on Insider Monkey.

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

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.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

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?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!