Investor
Thrive Capital Management, LLC
CIK 0001765681 · filed 2026-05-14 · SEC filing
13F book
$343.7M
Positions
5
1 new · 0 sold
Largest name
30.9%
Shopify Inc. · SHOP
Est. mark
−$114.7M
Price effect on 4 names still held. Flow $106.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Shopify Inc. | SHOP | 895.8K | $106.3M | 30.9% | — | New |
| Figma, Inc. | FIG | 4.4M | $92.9M | 27.0% | −$71.4M | Held |
| Oscar Health, Inc. | OSCR | 6.34M | $72.8M | 21.2% | −$18.4M | Held |
| Carvana Co. | CVNA | 226.8K | $71.3M | 20.7% | −$24.4M | Held |
| Stubhub Hldgs Inc | — | 68.7K | $429K | 0.1% | −$501.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.