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Thrive Capital Management, LLC

SEC CIK
0001765681
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 18, 2022. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
9
+3 vs. Q2 2021
Portfolio value
$1.27B
+$457.0M (+56.1%) vs. Q2 2021
Filed
Nov 18, 2022
AmendedSEC
Holdings of Thrive Capital Management, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
HOODRobinhood Markets, Inc.Stock20,410,961$858.9M67.5%+20,410,961NewHistory
VMEOVimeo, Inc.COMMON STOCK5,852,853$171.9M13.5%00.0%UnchangedHistory
COMPCompass, Inc.CL A7,289,430$96.7M7.6%00.0%UnchangedHistory
OSCROscar Health, Inc.CL A4,755,222$82.7M6.5%+4,755,222NewHistory
WRBYWarby Parker Inc.CL A COM613,802$32.6M2.6%+613,802NewHistory
HIMSHims & Hers Health, Inc.Stock3,202,616$24.1M1.9%−12,101,347−79.1%ReducedHistory
BLNDBlend Labs, Inc.CL A346,970$4.68M0.4%+346,970NewHistory
TWLOTwilio IncCL A1,741$686.0K0.1%00.0%UnchangedHistory
AMPLAmplitude, Inc.Stock1,362$74.0K<0.1%+1,362NewHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Thrive Capital Management, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
AFRMAffirm Holdings, Inc.COM CL A3,935,366$265.0M32.5%History
Hims & Hers Health, Inc.433000114*W EXP 01/20/20285,578$287.0K<0.1%–