Filed: 5/14/2026ACC: 0001012975-26-000420
📋 What this filing means
THRIVE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $343.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$343.69M
Total AUM (reported)
11.93M
Total Shares
Allocation by class
CL A$144.48M42.0%
CL A SUB VTG SHS$106.26M30.9%
CLASS A COM STK$92.94M27.0%
Portfolio Concentration
Top 3$271.97M79.1%
4–10$71.72M20.9%
Top 3 weight
79.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.93M
Sole
Full voting authority
11.93M
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
Other5
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
Shopify Inc
DFNDShares895.82K
TypeSH
Market value$106.26M
30.92%
Sole
895.82K
Shared
0.00
None
0.00
Figma Inc
DFNDShares4.40M
TypeSH
Market value$92.94M
27.04%
Sole
4.40M
Shared
0.00
None
0.00
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$72.76M
21.17%
Sole
6.34M
Shared
0.00
None
0.00
Carvana Co
DFNDShares226.76K
TypeSH
Market value$71.29M
20.74%
Sole
226.76K
Shared
0.00
None
0.00
StubHub Holdings Inc
DFNDShares68.75K
TypeSH
Market value$429.0K
0.12%
Sole
68.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Shopify IncDFND | CL A SUB VTG SHS | 895.82K | SH | $106.26M 30.92% | 895.82K | 0.00 | 0.00 |
Figma IncDFND | CLASS A COM STK | 4.40M | SH | $92.94M 27.04% | 4.40M | 0.00 | 0.00 |
Oscar Health IncDFND | CL A | 6.34M | SH | $72.76M 21.17% | 6.34M | 0.00 | 0.00 |
Carvana CoDFND | CL A | 226.76K | SH | $71.29M 20.74% | 226.76K | 0.00 | 0.00 |
StubHub Holdings IncDFND | CL A | 68.75K | SH | $429.0K 0.12% | 68.75K | 0.00 | 0.00 |