Thrive Capital Management, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings9 positions
 Robinhood Markets, Inc. | 20.4M | $858.9M | 67.5% | $42.08 | 0.00% | 1 qtr | New Unranked |
 VIMEO INC | 5.9M | $171.9M | 13.5% | — | — | 2 qtrssince 2021-Q2 | Unchanged 0 |
 Compass, Inc. | 7.3M | $96.7M | 7.6% | $13.14 | +0.91% | 2 qtrssince 2021-Q2 | Unchanged 0 |
 Oscar Health, Inc. | 4.8M | $82.7M | 6.5% | $17.39 | 0.00% | 1 qtr | New 95 |
 Warby Parker Inc. | 613,802 | $32.6M | 2.6% | — | — | 1 qtr | New 78 |
 Hims & Hers Health, Inc. | 3.2M | $24.1M | 1.9% | $13.23 | -43.01% | 3 qtrssince 2021-Q1 | Decreased 0 |
 Blend Labs, Inc. | 346,970 | $4.7M | 0.4% | $13.48 | 0.00% | 1 qtr | New 47 |
 Twilio Inc. | 1,741 | $686,000 | 0.1% | $394.16 | -19.06% | 2 qtrssince 2021-Q2 | Unchanged 0 |
 Amplitude, Inc. | 1,362 | $74,000 | 0.0% | $54.34 | 0.00% | 1 qtr | New 32 |
Thrive Capital Management, LLC manages $1.3B across 9 positions as of Q3 2021. Top holdings: HOOD (67.5%), VMEO (13.5%), COMP (7.6%). Fund DNA: High Conviction Activist. HoldingsIntel Score: 2/5.0.
Added HOOD, OSCR, WRBY and 2 more; exited AFRM and Hims & Hers Health Inc; trimmed 1, led by HIMS (−12.1M shares). Top move: OSCR (NEW, conviction 95). Portfolio: $1.3B across 9 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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