Thrive Capital Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Thrive Capital Management, LLC reported 4 stock positions worth $588.9 million. Its top holding was Carvana (CVNA) at 80.5% of the portfolio, followed by Oscar Health Class A (OSCR, 14.1%) and Vimeo (VMEO, 5.2%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001765681
Portfolio Value
$588.9M (Q1 2025)
SEC Filing
0001012975-25-000237 ↗ filed May 15, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $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 $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 · $588.9M
CVNA Carvana Co. 80.50% 2,267,610 $474.1M No change
OSCR Oscar Health Inc. Class A 14.12% 6,343,617 $83.2M No change
VMEO Vimeo Inc. 5.23% 5,852,853 $30.8M No change
AMPL Amplitude Inc. Class A 0.15% 85,640 $873K No change

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
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