Filed: 8/14/2026ACC: 0001012975-26-000767
📋 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 $3.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$3.81B
Total AUM (reported)
31.45M
Total Shares
Allocation by class
CLASS A COM STK$3.31B86.9%
COM$215.47M5.7%
CL A$180.92M4.7%
CL A SUB VTG SHS$102.28M2.7%
Portfolio Concentration
Top 3$3.63B95.2%
4–10$181.82M4.8%
Top 3 weight
95.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 31.45M
Sole
Full voting authority
31.45M
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:
Space Exploration Techn Corp
DFNDShares18.91M
TypeSH
Market value$3.23B
84.82%
Sole
18.91M
Shared
0.00
None
0.00
Amazon Com Inc
DFNDShares904.04K
TypeSH
Market value$215.47M
5.66%
Sole
904.04K
Shared
0.00
None
0.00
Oscar Health Inc
DFNDShares6.34M
TypeSH
Market value$180.92M
4.75%
Sole
6.34M
Shared
0.00
None
0.00
Shopify Inc
DFNDShares895.82K
TypeSH
Market value$102.28M
2.68%
Sole
895.82K
Shared
0.00
None
0.00
Figma Inc
DFNDShares4.40M
TypeSH
Market value$79.54M
2.09%
Sole
4.40M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Space Exploration Techn CorpDFND | CLASS A COM STK | 18.91M | SH | $3.23B 84.82% | 18.91M | 0.00 | 0.00 |
Amazon Com IncDFND | COM | 904.04K | SH | $215.47M 5.66% | 904.04K | 0.00 | 0.00 |
Oscar Health IncDFND | CL A | 6.34M | SH | $180.92M 4.75% | 6.34M | 0.00 | 0.00 |
Shopify IncDFND | CL A SUB VTG SHS | 895.82K | SH | $102.28M 2.68% | 895.82K | 0.00 | 0.00 |
Figma IncDFND | CLASS A COM STK | 4.40M | SH | $79.54M 2.09% | 4.40M | 0.00 | 0.00 |