Thrive Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 4Value: $588.9MLatest: 2025Q1

Thrive Capital Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 4 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AMPL",
  "OSCR",
  "VMEO",
  "CVNA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 4
Total Value: 588935397
Accession Number: 0001012975-25-000237
Form Type: 13F-HR
CIK: thrive-capital-management-llc
Manager Name: Thrive-Capital-Management-Llc

Data Enrichment

100% identified

4 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4 positions • $588.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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CARVANA CO.

CVNA|146869102

Shares:2.3M

Value:$474.1M

% of Portfolio:80.5% ($474.1M/$588.9M)

Oscar Health, Inc.

OSCR|687793109

Shares:6.3M

Value:$83.2M

% of Portfolio:14.1% ($83.2M/$588.9M)

Vimeo, Inc.

VMEO|92719V100

Shares:5.9M

Value:$30.8M

% of Portfolio:5.2% ($30.8M/$588.9M)

Amplitude, Inc.

AMPL|03213A104

Shares:85.6K

Value:$872.7K

% of Portfolio:0.1% ($872.7K/$588.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARVANA CO.(CVNAcusip146869102)	2.3M	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$474.1M	80.5% ($474.1M/$588.9M)	QoQ +2.81% (+$13.0M) YoY +137.83% (+$274.8M)
Oscar Health, Inc.(OSCRcusip687793109)	6.3M	QoQ 0.00% (-0) YoY +33.40% (+1.6M)	All Managers (Combined)	$83.2M	14.1% ($83.2M/$588.9M)	QoQ -2.45% (-$2.1M) YoY +17.61% (+$12.5M)
Vimeo, Inc.(VMEOcusip92719V100)	5.9M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$30.8M	5.2% ($30.8M/$588.9M)	QoQ -17.81% (-$6.7M) YoY +28.60% (+$6.8M)
Amplitude, Inc.(AMPLcusip03213A104)	85.6K	QoQ 0.00% (-0) YoY NEW(+85.6K)	All Managers (Combined)	$872.7K	0.1% ($872.7K/$588.9M)	QoQ -3.41% (-$30.8K) YoY NEW(+$872.7K)