Institutional Manager · CIK 0001765681
Thrive Capital Management, LLC
NEW YORK, NY · File #028-19065
Latest AUM
$352.1M
Positions
4
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $352.1M
- 13F HOLDINGS REPORTQ/E Sep 20256 pos · $480.2M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $236.1M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $588.9M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $584.8M
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $1.00B
- 13F HOLDINGS REPORTQ/E Jun 20244 pos · $852.5M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $704.9M
- 13F COMBINATION REPORTQ/E Dec 20236 pos · $390.5M
- 13F COMBINATION REPORTQ/E Sep 20234 pos · $342.6M
- 13F COMBINATION REPORTQ/E Jun 20234 pos · $280.6M
- 13F COMBINATION REPORTQ/E Mar 20239 pos · $220.5M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Figma Inc | FIG | 4,396,256 | $164.3M | 46.66% |
| 2 | Carvana Co | CVNA | 226,761 | $95.7M | 27.18% |
| 3 | Oscar Health Inc | OSCR | 6,343,617 | $91.2M | 25.89% |
| 4 | StubHub Holdings Inc | STUB | 68,745 | $930,120 | 0.26% |