Filed: 8/14/2025ACC: 0001012975-25-000442
📋 What this filing means
THRIVE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $236.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$236.06M
Total AUM (reported)
12.42M
Total Shares
Allocation by class
CL A$212.42M90.0%
COM$23.65M10.0%
Portfolio Concentration
Top 3$236.06M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.42M
Sole
Full voting authority
12.42M
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
Other3
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$136.01M
57.61%
Sole
6.34M
Shared
0.00
None
0.00
Carvana Co
DFNDShares226.76K
TypeSH
Market value$76.41M
32.37%
Sole
226.76K
Shared
0.00
None
0.00
Vimeo Inc
DFNDShares5.85M
TypeSH
Market value$23.65M
10.02%
Sole
5.85M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Oscar Health IncDFND | CL A | 6.34M | SH | $136.01M 57.61% | 6.34M | 0.00 | 0.00 |
Carvana CoDFND | CL A | 226.76K | SH | $76.41M 32.37% | 226.76K | 0.00 | 0.00 |
Vimeo IncDFND | COM | 5.85M | SH | $23.65M 10.02% | 5.85M | 0.00 | 0.00 |