Thrive Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Thrive Capital Management, LLC reported 5 stock positions worth $3.8 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 84.8% of the portfolio, followed by Amazon.com (AMZN, 5.7%) and Oscar Health Class A (OSCR, 4.7%). Compared with Q1 2026, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Carvana (CVNA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001765681
- Portfolio Value
- $3.8B (Q2 2026)
- SEC Filing
- 0001012975-26-000767 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $3.8B
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $3.8B | SPCX, AMZN, OSCR, SHOP, FIG |
| Q1 2026 | 5 | $343.7M | SHOP, FIG, OSCR, CVNA, STUB |
| Q4 2025Amended | 4 | $352.1M | FIG, CVNA, OSCR, STUB |
| Q3 2025 | 6 | $480.2M | FIG, OSCR, CVNA, VMEO, STUB |
| Q2 2025 | 3 | $236.1M | OSCR, CVNA, VMEO |
| Q1 2025 | 4 | $588.9M | CVNA, OSCR, VMEO, AMPL |
| Q4 2024 | 4 | $584.8M | CVNA, OSCR, VMEO, AMPL |
| Q3 2024 | 4 | $1.0B | HOOD, CVNA, OSCR, VMEO |
| Q2 2024 | 4 | $852.5M | HOOD, CVNA, OSCR, VMEO |
| Q1 2024 | 4 | $704.9M | HOOD, CVNA, OSCR, VMEO |