Thrive Capital Management, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings6 positions
 Figma, Inc. | 4.4M | $228M | 47.5% | $51.87 | 0.00% | 1 qtr | New Unranked |
 Oscar Health, Inc. | 6.3M | $120.1M | 25.0% | $16.40 | +15.42% | 17 qtrssince 2021-Q3 | Unchanged 0 |
 Carvana Co. | 226,761 | $85.5M | 17.8% | $8.10 | +832.02% | 15 qtrssince 2022-Q1 | Unchanged 0 |
 VIMEO INC | 5.9M | $45.4M | 9.4% | — | — | 18 qtrssince 2021-Q2 | Unchanged 0 |
 StubHub Holdings, Inc. | 68,745 | $1.2M | 0.2% | $16.84 | 0.00% | 1 qtr | New 45 |
 Nu Holdings Ltd. | 264 | $4,227 | 0.0% | $16.01 | +4.56% | 1 qtr | New 23 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2022-Q1 | $740,576,000 | -8.07743293631% |
| 2022-Q2 | $342,270,000 | -53.7832713996% |
| 2022-Q3 | $293,647,000 | -14.2060361703% |
| 2022-Q4 | $220,535,810 | -24.8976458128% |
| 2023-Q3 | $390,494,674 | 77.0663340344% |
| 2025-Q3 | $480,183,293 | 22.9679493657% |
Thrive Capital Management, LLC manages $480.2M across 6 positions as of Q3 2025. Top holdings: FIG (47.5%), OSCR (25.0%), CVNA (17.8%). Fund DNA: High Conviction Activist. HoldingsIntel Score: 2/5.0.
Added FIG, STUB and NU. Top move: STUB (NEW, conviction 45). Portfolio: $480M across 6 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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