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Thrive Capital Management, LLC

SEC CIK
0001765681
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Mar 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
4
−2 vs. Q3 2025
Portfolio value
$352.1M
−$128.1M (−26.7%) vs. Q3 2025
Filed
Mar 13, 2026
AmendedSEC
Holdings of Thrive Capital Management, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
FIGFigma, Inc.Stock4,396,636$164.3M46.7%+3800.0%AddedHistory
CVNACarvana Co.CL A226,761$95.7M27.2%00.0%UnchangedHistory
OSCROscar Health, Inc.CL A6,343,617$91.2M25.9%00.0%UnchangedHistory
STUBStubHub Holdings, Inc.CL A68,745$930.1K0.3%00.0%UnchangedHistory

Sold out since Q3 2025 (2)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Thrive Capital Management, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
VMEOVimeo, Inc.COMMON STOCK5,852,853$45.4M9.4%History
NUNu Holdings Ltd.ORD SHS CL A264$4.23K<0.1%History