Thrive Capital Management, LLC
Thrive Capital Management, LLC reported 5 US-listed holdings worth $3.81 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (84.8%), Amazon.com Inc. (5.7%) and Oscar Health Inc. Class A (4.7%). Against the quarter before, it opened 2 positions, added to 0, trimmed 0 and sold out of 2.
Reported holdings$3.81B+1008.5% on Q1 2026
Positions5as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedHeld
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Held 3Sold out 2
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Space Exploration Techn Corp. Class A Com STK SPCX$3.23 billion
- Amazon.com Inc. AMZN$215.5 million
Sold out of 2
- Carvana Co. CVNA$71.3 million last quarter
- Stubhub Hldgs Inc. STUB$428,969 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 18,914,205 | $3.23 billion | 84.82% | new |
| Amazon.com Inc. AMZN | 904,038 | $215.5 million | 5.66% | new |
| Oscar Health Inc. Class A OSCR | 6,343,617 | $180.9 million | 4.75% | no change |
| Shopify Inc. SHOP | 895,817 | $102.3 million | 2.68% | no change |
| Figma Inc. FIG | 4,396,636 | $79.5 million | 2.09% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.