Thrive Capital Management, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Thrive Capital Management, LLC reported 4 stock positions worth $852.5 million. Its top holding was Robinhood Markets Class A (HOOD) at 54.4% of the portfolio, followed by Carvana (CVNA, 34.2%) and Oscar Health Class A (OSCR, 8.8%). Its holdings were unchanged from Q1 2024.

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001765681
Portfolio Value
$852.5M (Q2 2024)
SEC Filing
0001012975-24-000325 ↗ filed Aug 14, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $704.9M Q1 2024 Q2 2024: $852.5M $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 · $852.5M
HOOD Robinhood Markets Inc. Class A 54.37% 20,410,961 $463.5M No change
CVNA Carvana Co. 34.24% 2,267,610 $291.9M No change
OSCR Oscar Health Inc. Class A 8.82% 4,755,222 $75.2M No change
VMEO Vimeo Inc. 2.56% 5,852,853 $21.8M No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 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