Thrive Capital Management, LLC

CIK: 0001765681SEC EDGAR →

Portfolio Value

$352.1M

Holdings

4

As of

Q4 2025

New Positions

3

Closed Positions

0

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	FIG Figma Inc	4,396,256	$164.3M	46.66%
2	CVNA Carvana Co	226,761	$95.7M	27.18%
3	OSCR Oscar Health Inc	6,343,617	$91.2M	25.89%
4	STUB StubHub Holdings Inc	68,745	$930K	0.26%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

VMEO*CLOSED

$45.4M

NUCLOSED

$4K

Closed Positions (2)

$45.4M · 5.9M shares

$4K · 264 shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	2	$165.2M	46.9%
Consumer Cyclical	1	$95.7M	27.2%
Healthcare	1	$91.2M	25.9%