Filed: 2/17/2026ACC: 0001012975-26-000149
📋 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 $352.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$352.07M
Total AUM (reported)
11.04M
Total Shares
Allocation by class
CL A$187.79M53.3%
CLASS A COM STK$164.29M46.7%
Portfolio Concentration
Top 3$351.14M99.7%
4–10$930.1K0.3%
Top 3 weight
99.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.04M
Sole
Full voting authority
11.04M
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:
Figma Inc
DFNDShares4.40M
TypeSH
Market value$164.29M
46.66%
Sole
4.40M
Shared
0.00
None
0.00
Carvana Co
DFNDShares226.76K
TypeSH
Market value$95.70M
27.18%
Sole
226.76K
Shared
0.00
None
0.00
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$91.16M
25.89%
Sole
6.34M
Shared
0.00
None
0.00
StubHub Holdings Inc
DFNDShares68.75K
TypeSH
Market value$930.1K
0.26%
Sole
68.75K
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 | $164.29M 46.66% | 4.40M | 0.00 | 0.00 |
Carvana CoDFND | CL A | 226.76K | SH | $95.70M 27.18% | 226.76K | 0.00 | 0.00 |
Oscar Health IncDFND | CL A | 6.34M | SH | $91.16M 25.89% | 6.34M | 0.00 | 0.00 |
StubHub Holdings IncDFND | CL A | 68.75K | SH | $930.1K 0.26% | 68.75K | 0.00 | 0.00 |