Thrive Capital Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Thrive Capital Management, LLC reported 3 stock positions worth $236.1 million. Its top holding was Oscar Health Class A (OSCR) at 57.6% of the portfolio, followed by Carvana (CVNA, 32.4%) and Vimeo (VMEO, 10.0%). Compared with Q1 2025, it sold out of 1 and reduced 1. The biggest sale was Carvana (CVNA, shares −90%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001765681
Portfolio Value
$236.1M (Q2 2025)
SEC Filing
0001012975-25-000442 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $236.1M $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 3 stocks · $236.1M
OSCR Oscar Health Inc. Class A 57.62% 6,343,617 $136.0M No change
CVNA Carvana Co. 32.37% 226,761 $76.4M Reduce -90.0%
VMEO Vimeo Inc. 10.02% 5,852,853 $23.6M No change

Portfolio Sells Q1 2025 → Q2 2025
CVNA Carvana Co. Reduce -90.0% 32.37% −48.13
AMPL Amplitude Inc. Class A Sold out 0.00% −0.15

Portfolio Buys Q1 2025 → Q2 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