Thrive Capital Management, LLC

CIK: 0001765681Latest portfolio: $352.1M · Q4 2025

Holdings

Total Value

$352.1M

New Positions

Closed Positions

Top Holdings

#	Stock	Shares	Value	% Portfolio	Change
1	FIGFigma Inc	4,396,256	$164.3M	46.66%	—
2	CVNACarvana Co	226,761	$95.7M	27.18%	—
3	OSCROscar Health Inc	6,343,617	$91.2M	25.89%	—
4	STUBStubHub Holdings Inc	68,745	$930K	0.26%	—

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

VMEO*CLOSED
$45.4B
NUCLOSED
$4.2M

Sector Breakdown

Technology0.0% ($164.3B)

Consumer Cyclical0.0% ($95.7M)

Healthcare0.0% ($91.2M)

Filing History

Quarter	Filing Date	Portfolio Value	Holdings
Q4 2025	Feb 17, 2026	$352.1M	4
Q3 2025	Nov 14, 2025	$480.2B	6
Q2 2025	Aug 14, 2025	$236.1B	3
Q1 2025	May 15, 2025	$588.9B	4
Q4 2024	Feb 14, 2025	$584.8B	4

Fund Information

CIK0001765681

Most Recent FilingFeb 17, 2026

Number of Filings5

View on SEC EDGAR →

Thrive Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $352.1M across 4 holdings. The largest position is Figma Inc (FIG), representing 46.7% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.