Institutional Fund
Thrive Capital Management, LLC
New York, NYCIK 17656816 filings on record
Portfolio Value
$343.69M
Q1 2026
Holdings
5
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-2.4%
from $352.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Shopify Inc30.9%
- Figma Inc27.0%
- Oscar Health Inc21.2%
- Carvana Co20.7%
- Stubhub Hldgs Inc0.1%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Shopify Inc | 895.8K | $106.26M | 30.9% | +895.8K | New |
| 2 | Figma Inc | 4.40M | $92.94M | 27.0% | 0 | Held |
| 3 | Oscar Health Inc | 6.34M | $72.76M | 21.2% | 0 | Held |
| 4 | Carvana Co | 226.8K | $71.29M | 20.7% | 0 | Held |
| 5 | Stubhub Hldgs Inc | 68.7K | $429.0K | 0.1% | 0 | Held |