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Thrive Capital Management, LLC

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13F filer, CIK 1765681, NEW YORK, NY

Thrive Capital Management, LLC reported $343,686,077 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001012975-26-000420

Period
2026-03-31
Reported value
$344M
Holdings
5
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SHOPnew+895,817$106M

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

None.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001012975-26-000420, largest first. % of portfolio is the value over $343,686,077, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895,817 shares 895,817$106M30.92%newTimeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396,256 shares; 2025Q4: 4,396,636 shares; 2026Q1: 4,396,636 shares 4,396,636$92.9M27.04%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,343,617 shares 6,343,617$72.8M21.17%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 226,761 shares 226,761$71.3M20.74%0Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,745 shares; 2025Q4: 68,745 shares; 2026Q1: 68,745 shares 68,745$429K0.12%0Timeline

How Q1 2026 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 0001012975-26-000420 base2026-05-14acceptance time not in the bulk data set