Thrive Capital Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Thrive Capital Management, LLC reported 4 stock positions worth $704.9 million. Its top holding was Robinhood Markets Class A (HOOD) at 58.3% of the portfolio, followed by Carvana (CVNA, 28.3%) and Oscar Health Class A (OSCR, 10.0%). Compared with Q4 2023, it sold out of 1. The biggest sale was an exit from Maplebear (CART).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001765681
Portfolio Value
$704.9M (Q1 2024)
SEC Filing
0001012975-24-000207 ↗ filed May 15, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $704.9M $704.9M Q1 2024 Q2 2024: $852.5M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $584.8M Q4 2024 Q1 2025: $588.9M Q1 2025 Q2 2025: $236.1M Q2 2025 Q3 2025: $480.2M Q3 2025 Q4 2025: $352.1M Q4 2025 Q1 2026: $343.7M Q1 2026 Q2 2026: $3.8B Q2 2026

Holdings 4 stocks · $704.9M
HOOD Robinhood Markets Inc. Class A 58.29% 20,410,961 $410.9M No change
CVNA Carvana Co. 28.28% 2,267,610 $199.3M No change
OSCR Oscar Health Inc. Class A 10.03% 4,755,222 $70.7M No change
VMEO Vimeo Inc. 3.40% 5,852,853 $23.9M No change

Portfolio Sells Q4 2023 → Q1 2024
CART Maplebear Inc. Sold out 0.00% −7.80

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$3.8BSPCX, AMZN, OSCR, SHOP, FIG
Q1 2026 5$343.7MSHOP, FIG, OSCR, CVNA, STUB
Q4 2025Amended 4$352.1MFIG, CVNA, OSCR, STUB
Q3 2025 6$480.2MFIG, OSCR, CVNA, VMEO, STUB
Q2 2025 3$236.1MOSCR, CVNA, VMEO
Q1 2025 4$588.9MCVNA, OSCR, VMEO, AMPL
Q4 2024 4$584.8MCVNA, OSCR, VMEO, AMPL
Q3 2024 4$1.0BHOOD, CVNA, OSCR, VMEO
Q2 2024 4$852.5MHOOD, CVNA, OSCR, VMEO
Q1 2024 4$704.9MHOOD, CVNA, OSCR, VMEO