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Thrive Capital Management, LLC

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13F filer, CIK 1765681, NEW YORK, NY

Thrive Capital Management, LLC reported $352,087,860 across 4 holdings for the quarter ended 2025-12-31, in a 13F-HR/A filed 2026-03-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001012975-26-000244

Period
2025-12-31
Reported value
$352M
Holdings
4
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FIGadded+380$14.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VIMEO INCexited-5,852,853-$45.4M
NUexited-264-$4.23K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR/A 0001012975-26-000244, largest first. % of portfolio is the value over $352,087,860, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396,256 shares; 2025Q4: 4,396,636 shares 4,396,636$164M46.67%+380Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267,610 shares; 2024Q4: 2,267,610 shares; 2025Q1: 2,267,610 shares; 2025Q2: 226,761 shares; 2025Q3: 226,761 shares; 2025Q4: 226,761 shares 226,761$95.7M27.18%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,755,222 shares; 2024Q4: 6,343,617 shares; 2025Q1: 6,343,617 shares; 2025Q2: 6,343,617 shares; 2025Q3: 6,343,617 shares; 2025Q4: 6,343,617 shares 6,343,617$91.2M25.89%0Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,745 shares; 2025Q4: 68,745 shares 68,745$930K0.26%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VIMEO INCVIMEO INC5,852,853$45.4Mshares
NUNU HLDGS LTD264$4.23Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001012975-26-000149 superseded2026-02-17acceptance time not in the bulk data set
13F-HR/A 0001012975-26-000244 baserestatement2026-03-13acceptance time not in the bulk data set