Filed: 11/14/2025ACC: 0001012975-25-000755
📋 What this filing means
THRIVE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $480.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$480.18M
Total AUM (reported)
16.89M
Total Shares
Allocation by class
CLASS A COM STK$228.03M47.5%
CL A$206.79M43.1%
COM$45.36M9.4%
ORD SHS CL A$4.2K0.0%
Portfolio Concentration
Top 3$433.66M90.3%
4–10$46.52M9.7%
Top 3 weight
90.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 16.89M
Sole
Full voting authority
16.89M
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
Other6
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
Figma Inc
DFNDShares4.40M
TypeSH
Market value$228.03M
47.49%
Sole
4.40M
Shared
0.00
None
0.00
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$120.08M
25.01%
Sole
6.34M
Shared
0.00
None
0.00
Carvana Co
DFNDShares226.76K
TypeSH
Market value$85.54M
17.81%
Sole
226.76K
Shared
0.00
None
0.00
Vimeo Inc
DFNDShares5.85M
TypeSH
Market value$45.36M
9.45%
Sole
5.85M
Shared
0.00
None
0.00
StubHub Holdings Inc
DFNDShares68.75K
TypeSH
Market value$1.16M
0.24%
Sole
68.75K
Shared
0.00
None
0.00
Nu Holdings Ltd
DFNDShares264.00
TypeSH
Market value$4.2K
<0.01%
Sole
264.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Figma IncDFND | CLASS A COM STK | 4.40M | SH | $228.03M 47.49% | 4.40M | 0.00 | 0.00 |
Oscar Health IncDFND | CL A | 6.34M | SH | $120.08M 25.01% | 6.34M | 0.00 | 0.00 |
Carvana CoDFND | CL A | 226.76K | SH | $85.54M 17.81% | 226.76K | 0.00 | 0.00 |
Vimeo IncDFND | COM | 5.85M | SH | $45.36M 9.45% | 5.85M | 0.00 | 0.00 |
StubHub Holdings IncDFND | CL A | 68.75K | SH | $1.16M 0.24% | 68.75K | 0.00 | 0.00 |
Nu Holdings LtdDFND | ORD SHS CL A | 264.00 | SH | $4.2K <0.01% | 264.00 | 0.00 | 0.00 |