Filed: 5/15/2025ACC: 0001012975-25-000237
📋 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 $588.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$588.94M
Total AUM (reported)
14.55M
Total Shares
Allocation by class
CL A$557.28M94.6%
COM$30.79M5.2%
COM CL A$872.7K0.1%
Portfolio Concentration
Top 3$588.06M99.9%
4–10$872.7K0.1%
Top 3 weight
99.9%
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$474.11M
80.50%
Sole
2.27M
Shared
0.00
None
0.00
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$83.16M
14.12%
Sole
6.34M
Shared
0.00
None
0.00
Vimeo Inc
DFNDShares5.85M
TypeSH
Market value$30.79M
5.23%
Sole
5.85M
Shared
0.00
None
0.00
Amplitude Inc
DFNDShares85.64K
TypeSH
Market value$872.7K
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 | $474.11M 80.50% | 2.27M | 0.00 | 0.00 |
Oscar Health IncDFND | CL A | 6.34M | SH | $83.16M 14.12% | 6.34M | 0.00 | 0.00 |
Vimeo IncDFND | COM | 5.85M | SH | $30.79M 5.23% | 5.85M | 0.00 | 0.00 |
Amplitude IncDFND | COM CL A | 85.64K | SH | $872.7K 0.15% | 85.64K | 0.00 | 0.00 |