Filed: 2/14/2025ACC: 0001012975-25-000085
📋 What this filing means
THRIVE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $584.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$584.76M
Total AUM (reported)
14.55M
Total Shares
Allocation by class
CL A$546.40M93.4%
COM$37.46M6.4%
COM CL A$903.5K0.2%
Portfolio Concentration
Top 3$583.86M99.8%
4–10$903.5K0.2%
Top 3 weight
99.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 14.55M
Sole
Full voting authority
14.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other4
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
Carvana Co
DFNDShares2.27M
TypeSH
Market value$461.14M
78.86%
Sole
2.27M
Shared
0.00
None
0.00
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$85.26M
14.58%
Sole
6.34M
Shared
0.00
None
0.00
Vimeo Inc
DFNDShares5.85M
TypeSH
Market value$37.46M
6.41%
Sole
5.85M
Shared
0.00
None
0.00
Amplitude Inc
DFNDShares85.64K
TypeSH
Market value$903.5K
0.15%
Sole
85.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Carvana CoDFND | CL A | 2.27M | SH | $461.14M 78.86% | 2.27M | 0.00 | 0.00 |
Oscar Health IncDFND | CL A | 6.34M | SH | $85.26M 14.58% | 6.34M | 0.00 | 0.00 |
Vimeo IncDFND | COM | 5.85M | SH | $37.46M 6.41% | 5.85M | 0.00 | 0.00 |
Amplitude IncDFND | COM CL A | 85.64K | SH | $903.5K 0.15% | 85.64K | 0.00 | 0.00 |