Thrive Capital Management, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings4 positions
 Microsoft Corporation | 433,023 | $68.3M | 47.1% | $130.73 | +13.81% | 2 qtrssince 2019-Q3 | Unchanged 0 |
 Zillow Group, Inc. | 935,624 | $43M | 29.7% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
 Zoom Communications, Inc. | 300,000 | $20.4M | 14.1% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
 Slack Technologies Inc. | 585,785 | $13.2M | 9.1% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
Thrive Capital Management, LLC manages $144.9M across 4 positions as of Q4 2019. Top holdings: MSFT (47.1%), Z (29.7%), ZM (14.1%). Fund DNA: High Conviction Activist. HoldingsIntel Score: 2/5.0.
Exited FVRR. No standout high-conviction moves this quarter. Portfolio: $145M across 4 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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