Joshua Kushner’s Thrive Capital just disclosed a huge new $AMZN position. The firm bought 904,038 shares during Q2, worth roughly $215.5 MILLION at the end of the quarter. Thrive is best known for investing in private tech companies like OpenAI and SpaceX, so seeing it make a public-market bet this large stands out. And the timing is interesting. They built the position before Amazon reported AWS growth accelerating to 37% YoY. One of the biggest private-tech investors is now making a major bet on $AMZN.
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