Thrive Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Thrive Capital Management, LLC reported 6 stock positions worth $480.2 million. Its top holding was Figma Class A (FIG) at 47.5% of the portfolio, followed by Oscar Health Class A (OSCR, 25.0%) and Carvana (CVNA, 17.8%). Compared with Q2 2025, it opened 3 new positions. The biggest buy was a new position in Figma Class A (FIG).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001765681
- Portfolio Value
- $480.2M (Q3 2025)
- SEC Filing
- 0001012975-25-000755 ↗ filed Nov 14, 2025
Holdings Value
Holdings 6 stocks · $480.2M
| FIG Figma Inc. Class A | 47.49% | 4,396,256 | $228.0M | New |
| OSCR Oscar Health Inc. Class A | 25.01% | 6,343,617 | $120.1M | No change |
| CVNA Carvana Co. | 17.81% | 226,761 | $85.5M | No change |
| VMEO Vimeo Inc. | 9.45% | 5,852,853 | $45.4M | No change |
| STUB Stubhub Holdings Inc. Class A | 0.24% | 68,745 | $1.2M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.00% | 264 | $4K | New |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |