Thrive Capital Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 13, 2026), Thrive Capital Management, LLC reported 4 stock positions worth $352.1 million. Its top holding was Figma Class A (FIG) at 46.7% of the portfolio, followed by Carvana (CVNA, 27.2%) and Oscar Health Class A (OSCR, 25.9%). Compared with Q3 2025, it sold out of 2 and added to 1. The biggest buy was Figma Class A (FIG, shares +0%) and the biggest sale an exit from Vimeo (VMEO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001765681
- Portfolio Value
- $352.1M (Q4 2025)
- SEC Filing
- 0001012975-26-000244 ↗ filed Mar 13, 2026
Holdings Value
Holdings 4 stocks · $352.1M
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| FIG Figma Inc. Class A | Add +0.0% | 46.67% | −0.82 |
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 |