Thrive Capital Management, LLC
- SEC CIK
- 0001765681
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Nov 18, 2022. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 6
- +1 vs. Q1 2021
- Portfolio value
- $815.3M
- +$333.7M (+69.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VMEOVimeo, Inc. | COMMON STOCK | 5,852,853 | $286.8M | 35.2% | +5,852,853 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,935,366 | $265.0M | 32.5% | 00.0% | Unchanged | History |
| HIMSHims & Hers Health, Inc. | Stock | 15,303,963 | $166.7M | 20.4% | 00.0% | Unchanged | History |
| COMPCompass, Inc. | CL A | 7,289,430 | $95.8M | 11.7% | +7,289,430 | New | History |
| TWLOTwilio Inc | CL A | 1,741 | $686.0K | 0.1% | +1,741 | New | History |
| Hims & Hers Health, Inc.433000114 | *W EXP 01/20/202 | 85,578 | $287.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.