Thrive Capital Management, LLC
Net buyer this quarter
$3.81B
5
+$3.37B
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $3.23B | 84.82% | Not reported | New | Q2 2026 |
 AMZN | $215M | 5.66% | 0.01% | New | Q2 2026 |
 OSCR | $181M | 4.75% | Not reported | Not reported | Q3 2021 |
 SHOP | $102M | 2.68% | 0.23% | Not reported | Q1 2026 |
 FIG | $79.5M | 2.09% | Not reported | Not reported | Q3 2025 |
| Q1 2026 | |||||
| SHOP | $106M | 30.92% | 0.23% | New | Q1 2026 |
| FIG | $92.9M | 27.04% | Not reported | Not reported | Q3 2025 |
| OSCR | $72.8M | 21.17% | Not reported | Not reported | Q3 2021 |
 CVNA | $71.3M | 20.74% | Not reported | Not reported | Q1 2022 |
 STUB | $429K | 0.12% | Not reported | Not reported | Q3 2025 |
| Q4 2025 | |||||
| FIG | $164M | 46.67% | Not reported | 0.0% | Q3 2025 |
| CVNA | $95.7M | 27.18% | Not reported | Not reported | Q1 2022 |
| OSCR | $91.2M | 25.89% | Not reported | Not reported | Q3 2021 |
| STUB | $930K | 0.26% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| FIG | $228M | 47.49% | Not reported | New | Q3 2025 |
| OSCR | $120M | 25.01% | Not reported | Not reported | Q3 2021 |
| CVNA | $85.5M | 17.81% | Not reported | Not reported | Q1 2022 |
| VMEO | $45.4M | 9.45% | Not reported | Not reported | Q2 2021 |
| STUB | $1.16M | 0.24% | Not reported | New | Q3 2025 |
 NU | $4.23K | 0.00% | Not reported | Not reported | Q4 2021 |