Thrive Capital Management, LLC

Est. AUM

$343.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Shopify Inc	CL A SUB VTG SHS	$106.3M	895817	30.92%	DFND
2	Figma Inc	CLASS A COM STK	$92.9M	4396636	27.04%	DFND
3	Oscar Health Inc	CL A	$72.8M	6343617	21.17%	DFND
4	Carvana Co	CL A	$71.3M	226761	20.74%	DFND
5	StubHub Holdings Inc	CL A	$429K	68745	0.12%	DFND

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.