Thrive Capital Management, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings5 positions
 Microsoft Corporation | 433,023 | $60.2M | 47.8% | $130.73 | 0.00% | 1 qtr | First report 0 |
 Zillow Group, Inc. | 935,624 | $27.9M | 22.1% | — | — | 1 qtr | First report 0 |
 Zoom Communications, Inc. | 300,000 | $22.9M | 18.1% | — | — | 1 qtr | First report 0 |
 Slack Technologies Inc. | 585,785 | $13.9M | 11.0% | — | — | 1 qtr | First report 0 |
 Fiverr International Ltd. | 60,572 | $1.1M | 0.9% | $18.70 | +25.67% | 1 qtr | First report 0 |
First report: nothing earlier to compare
Thrive Capital Management, LLC manages $126M across 5 positions as of Q3 2019. Top holdings: MSFT (47.8%), Z (22.1%), ZM (18.1%). Fund DNA: High Conviction Activist. HoldingsIntel Score: 2/5.0.
First quarter we have for this fund: 5 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $126M across 5 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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