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Thrive Capital Management, LLC

SEC CIK
0001765681
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
3
−1 vs. Q1 2025
Portfolio value
$236.1M
−$352.9M (−59.9%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Thrive Capital Management, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
OSCROscar Health, Inc.CL A6,343,617$136.0M57.6%00.0%UnchangedHistory
CVNACarvana Co.CL A226,761$76.4M32.4%−2,040,849−90.0%ReducedHistory
VMEOVimeo, Inc.COMMON STOCK5,852,853$23.6M10.0%00.0%UnchangedHistory

Sold out since Q1 2025 (1)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Thrive Capital Management, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
AMPLAmplitude, Inc.Stock85,640$872.7K0.1%History