Thrive Capital Management, LLC

13F filer · CIK 0001845943

Reported Aug 5, 2026

13F portfolio value$530MU.S. long equity reported on 13F

Positions9811 new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight15.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202698 positions
QQQInvesco QQQ Trust, Series 1	$28.8M	5.43%	Not reported	+50.7%	Q2 2023
AMDAdvanced Micro Devices Inc	$7.4M	1.39%	0.00%	+179.9%	Q2 2023
NVDANvidia Corp	$6.91M	1.30%	0.00%	-1.2%	Q4 2020
JNJJohnson & Johnson	$6.71M	1.27%	0.00%	+15.2%	Q4 2020
MUMicron Technology Inc	$5.83M	1.10%	0.00%	-47.5%	Q4 2020
MRKMerck & Co., Inc.	$5.51M	1.04%	0.00%	+4.5%	Q2 2022
LLYELI LILLY & Co	$5.22M	0.98%	0.00%	+11.4%	Q4 2023
GOOGLAlphabet Inc.	$5.07M	0.96%	0.00%	-4.4%	Q2 2023
FLEXFlex Ltd.	$5.07M	0.96%	0.01%	-47.0%	Q3 2024
MSFTMicrosoft Corp	$5.03M	0.95%	0.00%	+1.4%	Q4 2020
KMBKimberly Clark Corp	$5.02M	0.95%	0.01%	+10.9%	Q4 2020
MOAltria Group, Inc.	$4.99M	0.94%	0.00%	-0.1%	Q4 2020
HALOHalozyme Therapeutics, Inc.	$4.96M	0.94%	0.06%	+22.8%	Q1 2026
AOSSmith A O Corp	$4.95M	0.93%	0.05%	+36.1%	Q1 2026
PGPROCTER & GAMBLE Co	$4.93M	0.93%	0.00%	+13.6%	Q4 2020
TROWPrice T Rowe Group Inc	$4.91M	0.93%	0.02%	-9.6%	Q1 2024
PGRProgressive Corp	$4.9M	0.92%	0.00%	New	Q2 2026
VVisa Inc.	$4.88M	0.92%	0.00%	+1120.7%	Q3 2021
ITWIllinois Tool Works Inc	$4.85M	0.92%	0.01%	+13.7%	Q3 2025
SNASnap-on Inc	$4.85M	0.91%	0.02%	+1.7%	Q1 2024
MMSIMerit Medical Systems Inc	$4.81M	0.91%	0.12%	+43.8%	Q1 2024
THCTenet Healthcare Corp	$4.8M	0.90%	0.03%	+58.9%	Q1 2025
EXELExelixis, Inc.	$4.77M	0.90%	0.03%	-1.2%	Q3 2025
AVGOBroadcom Inc.	$4.7M	0.89%	0.00%	-11.4%	Q4 2023
CLColgate Palmolive Co	$4.7M	0.89%	0.01%	+9.8%	Q1 2024
RLRalph Lauren Corp	$4.69M	0.88%	Not reported	+11.0%	Q3 2025
NBIXNeurocrine Biosciences Inc	$4.62M	0.87%	0.03%	-1.6%	Q1 2024
AVYAvery Dennison Corp	$4.59M	0.86%	0.04%	+22.3%	Q4 2025
METAMeta Platforms, Inc.	$4.58M	0.86%	Not reported	+494.1%	Q4 2020
ELANElanco Animal Health Inc	$4.58M	0.86%	0.04%	+29.7%	Q4 2025
AAPLApple Inc.	$4.58M	0.86%	0.00%	-10.5%	Q4 2020
GISGeneral Mills Inc	$4.57M	0.86%	0.02%	+31.4%	Q1 2024
KHCKraft Heinz Co	$4.52M	0.85%	0.02%	+3.1%	Q3 2025
CMCSAComcast Corp	$4.5M	0.85%	0.00%	+25.0%	Q3 2024
PODDInsulet Corp	$4.46M	0.84%	0.04%	+96.6%	Q1 2025
UHSUniversal Health Services Inc	$4.43M	0.84%	Not reported	New	Q2 2026
PEPPepsico Inc	$4.42M	0.83%	0.00%	+16.1%	Q4 2020
PAYXPaychex Inc	$4.41M	0.83%	0.01%	New	Q2 2026
TOSTToast, Inc.	$4.38M	0.83%	0.07%	+19.6%	Q1 2026
GILDGilead Sciences, Inc.	$4.36M	0.82%	0.00%	+13.5%	Q2 2022
CFCF Industries Holdings, Inc.	$4.24M	0.80%	0.03%	-7.4%	Q1 2024
UTHRUNITED THERAPEUTICS Corp	$4.24M	0.80%	0.02%	+9.4%	Q4 2025
VZVerizon Communications Inc	$4.22M	0.80%	0.00%	+4.6%	Q4 2020
EOGEog Resources Inc	$4.21M	0.79%	0.01%	-6.9%	Q1 2024
VICIVici Properties Inc.	$4.17M	0.79%	0.01%	+5.4%	Q2 2024
MPWRMonolithic Power Systems, Inc.	$4.05M	0.76%	0.01%	-14.9%	Q1 2024
APPAppLovin Corp	$3.92M	0.74%	0.00%	-8.0%	Q3 2024
CHWYChewy, Inc.	$3.86M	0.73%	196406.00%	+44.3%	Q3 2025
CMECme Group Inc.	$3.74M	0.71%	0.01%	+15.7%	Q3 2024
ZMZoom Communications, Inc.	$3.52M	0.66%	Not reported	-17.6%	Q2 2024

Q1 2026Reported Apr 27, 2026101 positions
QQQInvesco QQQ Trust, Series 1	$15M	3.28%	Not reported	-12.4%	Q2 2023
NVDANvidia Corp	$6.09M	1.33%	0.00%	-6.0%	Q4 2020
JNJJohnson & Johnson	$5.61M	1.23%	0.00%	-10.9%	Q4 2020
CFCF Industries Holdings, Inc.	$5.49M	1.20%	0.03%	-17.9%	Q1 2024
EOGEog Resources Inc	$5.04M	1.11%	0.01%	-8.9%	Q1 2024
MRKMerck & Co., Inc.	$4.93M	1.08%	0.00%	-7.4%	Q2 2022
MSFTMicrosoft Corp	$4.92M	1.08%	0.00%	+15.8%	Q4 2020
VZVerizon Communications Inc	$4.78M	1.05%	0.00%	-11.5%	Q4 2020
FOXAFox Corp	$4.59M	1.01%	7862200.00%	+28.0%	Q1 2024
MOAltria Group, Inc.	$4.58M	1.00%	0.00%	-8.3%	Q4 2020
HIMSHims & Hers Health, Inc.	$4.54M	1.00%	Not reported	+134.2%	Q3 2025
AAPLApple Inc.	$4.49M	0.98%	0.00%	-3.0%	Q4 2020
PEPPepsico Inc	$4.37M	0.96%	0.00%	-5.2%	Q4 2020
AVGOBroadcom Inc.	$4.35M	0.95%	0.00%	+15.6%	Q4 2023
CMECme Group Inc.	$4.32M	0.95%	0.00%	-3.9%	Q3 2024
SNASnap-on Inc	$4.31M	0.94%	0.02%	-2.4%	Q1 2024
TROWPrice T Rowe Group Inc	$4.3M	0.94%	0.02%	+18.1%	Q1 2024
GLDMWorld Gold Trust	$4.3M	0.94%	0.01%	-1.6%	Q1 2024
ACNAccenture plc	$4.28M	0.94%	0.00%	+34.9%	Q4 2025
PGPROCTER & GAMBLE Co	$4.28M	0.94%	0.00%	-1.5%	Q4 2020
GOOGLAlphabet Inc.	$4.27M	0.94%	0.00%	-4.1%	Q2 2023
CBOECboe Global Markets, Inc.	$4.24M	0.93%	0.01%	-7.9%	Q1 2024
UTHRUNITED THERAPEUTICS Corp	$4.24M	0.93%	0.02%	-2.2%	Q4 2025
GILDGilead Sciences, Inc.	$4.24M	0.93%	0.00%	-10.5%	Q2 2022
CMCSAComcast Corp	$4.21M	0.92%	0.00%	-4.8%	Q3 2024
KHCKraft Heinz Co	$4.17M	0.91%	0.02%	+11.2%	Q3 2025
ITWIllinois Tool Works Inc	$4.11M	0.90%	0.01%	-4.1%	Q3 2025
VICIVici Properties Inc.	$4.07M	0.89%	0.01%	+2.3%	Q2 2024
AVYAvery Dennison Corp	$3.99M	0.87%	0.03%	-1.2%	Q4 2025
KMBKimberly Clark Corp	$3.98M	0.87%	0.01%	+5.7%	Q4 2020
ZMZoom Communications, Inc.	$3.98M	0.87%	Not reported	+19.5%	Q2 2024
CLColgate Palmolive Co	$3.98M	0.87%	0.01%	-10.7%	Q1 2024
FLEXFlex Ltd.	$3.86M	0.85%	0.02%	-1.5%	Q3 2024
AOSSmith A O Corp	$3.82M	0.84%	0.04%	New	Q1 2026
EXELExelixis, Inc.	$3.81M	0.83%	0.03%	+9.8%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$3.76M	0.82%	0.01%	-8.1%	Q1 2024
GISGeneral Mills Inc	$3.72M	0.82%	0.02%	+14.5%	Q1 2024
CAGConagra Brands Inc.	$3.71M	0.81%	0.05%	+1.0%	Q3 2022
CHWYChewy, Inc.	$3.68M	0.81%	136140.00%	+32.1%	Q3 2025
NBIXNeurocrine Biosciences Inc	$3.67M	0.80%	0.03%	+16.7%	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$3.63M	0.80%	Not reported	-6.3%	Q2 2024
RLRalph Lauren Corp	$3.62M	0.79%	Not reported	+8.5%	Q3 2025
LLYELI LILLY & Co	$3.6M	0.79%	0.00%	+618.9%	Q4 2023
WMTWalmart Inc.	$3.56M	0.78%	0.00%	+1.0%	Q4 2023
TOSTToast, Inc.	$3.49M	0.76%	0.06%	New	Q1 2026
ELANElanco Animal Health Inc	$3.44M	0.75%	0.03%	-8.0%	Q4 2025
ABTAbbott Laboratories	$3.37M	0.74%	0.00%	+13.6%	Q1 2021
PHMPultegroup Inc	$3.34M	0.73%	0.01%	+0.3%	Q1 2024
HALOHalozyme Therapeutics, Inc.	$3.34M	0.73%	0.04%	New	Q1 2026
MMSIMerit Medical Systems Inc	$3.32M	0.73%	0.08%	+17.9%	Q1 2024

Q4 2025Reported Feb 9, 2026102 positions
QQQInvesco QQQ Trust, Series 1	$18.2M	4.05%	Not reported	+49.6%	Q2 2023
NVDANvidia Corp	$6.93M	1.54%	0.00%	+169.1%	Q4 2020
MSFTMicrosoft Corp	$5.55M	1.24%	0.00%	+28.5%	Q4 2020
JNJJohnson & Johnson	$5.33M	1.19%	0.00%	-10.7%	Q4 2020
AAPLApple Inc.	$4.96M	1.10%	0.00%	+19.2%	Q4 2020
GOOGLAlphabet Inc.	$4.85M	1.08%	0.00%	+3.3%	Q2 2023
MRKMerck & Co., Inc.	$4.66M	1.04%	0.00%	-14.0%	Q2 2022
CMCSAComcast Corp	$4.61M	1.03%	0.00%	+24.7%	Q3 2024
FOXAFox Corp	$4.49M	1.00%	6144900.00%	-10.0%	Q1 2024
USBUS Bancorp \de\	$4.47M	1.00%	0.01%	-4.0%	Q3 2022
VZVerizon Communications Inc	$4.39M	0.98%	0.00%	+7.6%	Q4 2020
MOAltria Group, Inc.	$4.37M	0.97%	0.00%	+16.6%	Q4 2020
MUMicron Technology Inc	$4.31M	0.96%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$4.31M	0.96%	0.00%	+5.8%	Q4 2020
ACNAccenture plc	$4.29M	0.96%	0.00%	New	Q4 2025
PEPPepsico Inc	$4.26M	0.95%	0.00%	+0.1%	Q4 2020
AVYAvery Dennison Corp	$4.25M	0.95%	0.03%	New	Q4 2025
AVGOBroadcom Inc.	$4.21M	0.94%	0.00%	+25.8%	Q4 2023
VOTVan Kampen Municipal Opportunity Trust II	$4.21M	0.94%	Not reported	-37.2%	Q2 2024
SNASnap-on Inc	$4.18M	0.93%	0.02%	-3.6%	Q1 2024
GILDGilead Sciences, Inc.	$4.17M	0.93%	0.00%	-8.4%	Q2 2022
CMECme Group Inc.	$4.16M	0.93%	0.00%	-1.2%	Q3 2024
TROWPrice T Rowe Group Inc	$4.14M	0.92%	0.02%	+2.0%	Q1 2024
CLColgate Palmolive Co	$4.13M	0.92%	0.01%	+7.3%	Q1 2024
CBOECboe Global Markets, Inc.	$4.12M	0.92%	0.02%	-5.5%	Q1 2024
VICIVici Properties Inc.	$4.1M	0.91%	0.01%	+18.2%	Q2 2024
GISGeneral Mills Inc	$4.06M	0.91%	0.02%	+6.5%	Q1 2024
ITWIllinois Tool Works Inc	$4.05M	0.90%	0.01%	+5.0%	Q3 2025
CAGConagra Brands Inc.	$4.05M	0.90%	0.05%	+8.2%	Q3 2022
KHCKraft Heinz Co	$4.05M	0.90%	0.01%	+7.1%	Q3 2025
GLDMWorld Gold Trust	$4.02M	0.90%	0.02%	-1.8%	Q1 2024
EOGEog Resources Inc	$4.02M	0.90%	0.01%	+14.5%	Q1 2024
CFCF Industries Holdings, Inc.	$3.99M	0.89%	0.03%	+9.3%	Q1 2024
KMBKimberly Clark Corp	$3.94M	0.88%	0.01%	+21.5%	Q4 2020
DECKDeckers Outdoor Corp	$3.93M	0.88%	0.03%	+98.0%	Q1 2024
APPAppLovin Corp	$3.79M	0.84%	0.00%	+16.3%	Q3 2024
CHTRCharter Communications, Inc.	$3.67M	0.82%	0.01%	+104.5%	Q1 2024
ABTAbbott Laboratories	$3.63M	0.81%	0.00%	+57.9%	Q1 2021
FLEXFlex Ltd.	$3.62M	0.81%	0.02%	+38.0%	Q3 2024
PANWPalo Alto Networks Inc	$3.61M	0.80%	0.00%	+53.2%	Q1 2024
MMSIMerit Medical Systems Inc	$3.6M	0.80%	0.07%	+58.5%	Q1 2024
ZMZoom Communications, Inc.	$3.58M	0.80%	Not reported	+46.1%	Q2 2024
UTHRUNITED THERAPEUTICS Corp	$3.56M	0.79%	0.02%	New	Q4 2025
EXELExelixis, Inc.	$3.54M	0.79%	0.03%	+31.1%	Q3 2025
ELANElanco Animal Health Inc	$3.53M	0.79%	0.03%	New	Q4 2025
PINSPinterest, Inc.	$3.45M	0.77%	0.10%	+110.2%	Q3 2025
RLRalph Lauren Corp	$3.43M	0.76%	Not reported	+33.2%	Q3 2025
CHWYChewy, Inc.	$3.41M	0.76%	103095.00%	+78.9%	Q3 2025
WRBBerkley W R Corp	$3.4M	0.76%	0.01%	-0.4%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$3.39M	0.76%	0.01%	+30.8%	Q1 2024

Q3 2025Reported Oct 28, 202596 positions
QQQInvesco QQQ Trust, Series 1	$11.9M	3.07%	Not reported	Not reported	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$7.05M	1.82%	Not reported	Not reported	Q2 2024
JNJJohnson & Johnson	$5.35M	1.38%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$4.63M	1.19%	0.00%	Not reported	Q4 2020
VZVerizon Communications Inc	$4.4M	1.13%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$4.37M	1.13%	0.00%	Not reported	Q4 2020
SNASnap-on Inc	$4.37M	1.13%	0.02%	Not reported	Q1 2024
DGXQuest Diagnostics Inc	$4.34M	1.12%	0.02%	Not reported	Q1 2024
MRKMerck & Co., Inc.	$4.32M	1.12%	0.00%	Not reported	Q2 2022
FOXAFox Corp	$4.31M	1.11%	6829200.00%	Not reported	Q1 2024
MOAltria Group, Inc.	$4.29M	1.11%	0.00%	Not reported	Q4 2020
CBOECboe Global Markets, Inc.	$4.25M	1.10%	0.02%	Not reported	Q1 2024
CFCF Industries Holdings, Inc.	$4.23M	1.09%	0.03%	Not reported	Q1 2024
USBUS Bancorp \de\	$4.22M	1.09%	0.01%	Not reported	Q3 2022
CMECme Group Inc.	$4.17M	1.08%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$4.16M	1.07%	0.00%	Not reported	Q4 2020
GISGeneral Mills Inc	$4.14M	1.07%	0.02%	Not reported	Q1 2024
HSYHershey Co	$4.14M	1.07%	0.01%	Not reported	Q1 2024
GILDGilead Sciences, Inc.	$4.12M	1.06%	0.00%	Not reported	Q2 2022
ITWIllinois Tool Works Inc	$4.08M	1.05%	0.01%	New	Q3 2025
TROWPrice T Rowe Group Inc	$4.07M	1.05%	0.02%	Not reported	Q1 2024
KHCKraft Heinz Co	$4.06M	1.05%	0.01%	New	Q3 2025
VICIVici Properties Inc.	$4.02M	1.04%	0.01%	Not reported	Q2 2024
KMBKimberly Clark Corp	$3.99M	1.03%	0.01%	Not reported	Q4 2020
CAGConagra Brands Inc.	$3.96M	1.02%	0.05%	Not reported	Q3 2022
AAPLApple Inc.	$3.9M	1.01%	0.00%	Not reported	Q4 2020
CLColgate Palmolive Co	$3.89M	1.00%	0.01%	Not reported	Q1 2024
CMCSAComcast Corp	$3.88M	1.00%	0.00%	Not reported	Q3 2024
EOGEog Resources Inc	$3.75M	0.97%	0.01%	Not reported	Q1 2024
WRBBerkley W R Corp	$3.73M	0.96%	0.01%	New	Q3 2025
GLDMWorld Gold Trust	$3.67M	0.95%	0.02%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$3.64M	0.94%	0.00%	Not reported	Q2 2023
APPAppLovin Corp	$3.48M	0.90%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$3.19M	0.82%	0.00%	Not reported	Q4 2023
HIMSHims & Hers Health, Inc.	$2.99M	0.77%	Not reported	New	Q3 2025
WMTWalmart Inc.	$2.92M	0.75%	0.00%	Not reported	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.86M	0.74%	Not reported	Not reported	Q4 2020
CNCCentene Corp	$2.7M	0.70%	0.02%	New	Q3 2025
MPWRMonolithic Power Systems, Inc.	$2.63M	0.68%	0.01%	Not reported	Q1 2024
PANWPalo Alto Networks Inc	$2.61M	0.67%	0.00%	Not reported	Q1 2024
NVDANvidia Corp	$2.58M	0.66%	0.00%	Not reported	Q4 2020
EXELExelixis, Inc.	$2.55M	0.66%	0.02%	New	Q3 2025
THCTenet Healthcare Corp	$2.52M	0.65%	0.01%	Not reported	Q1 2025
JBLJabil Inc	$2.52M	0.65%	0.01%	Not reported	Q1 2024
FLEXFlex Ltd.	$2.52M	0.65%	0.01%	Not reported	Q3 2024
ABTAbbott Laboratories	$2.45M	0.63%	0.00%	Not reported	Q1 2021
CHTRCharter Communications, Inc.	$2.36M	0.61%	0.00%	Not reported	Q1 2024
WSMWilliams Sonoma Inc	$2.36M	0.61%	0.01%	Not reported	Q1 2024
ZMZoom Communications, Inc.	$2.34M	0.60%	Not reported	Not reported	Q2 2024
CHWYChewy, Inc.	$2.33M	0.60%	57642.00%	New	Q3 2025

Premium opens every quarter this fund has filed