Thrive Capital Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Thrive Capital Management, LLC reported 5 stock positions worth $343.7 million. Its top holding was Shopify Class A (SHOP) at 30.9% of the portfolio, followed by Figma Class A (FIG, 27.0%) and Oscar Health Class A (OSCR, 21.2%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Shopify Class A (SHOP).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001765681
Portfolio Value
$343.7M (Q1 2026)
SEC Filing
0001012975-26-000420 ↗ filed May 14, 2026

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 Q2 2025 Q3 2025: $480.2M Q3 2025 Q4 2025: $352.1M Q4 2025 Q1 2026: $343.7M $343.7M Q1 2026 Q2 2026: $3.8B Q2 2026

Holdings 5 stocks · $343.7M
SHOP Shopify Inc. Class A 30.92% 895,817 $106.3M New
FIG Figma Inc. Class A 27.04% 4,396,636 $92.9M No change
OSCR Oscar Health Inc. Class A 21.17% 6,343,617 $72.8M No change
CVNA Carvana Co. 20.74% 226,761 $71.3M No change
STUB Stubhub Holdings Inc. Class A 0.12% 68,745 $429K No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
SHOP Shopify Inc. Class A New 30.92% +30.92

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