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Thrive Capital Management, LLC

CIK:0001765681
Venture Capital
$398M AUM
3 holdings
New York, NY, United States
Founded:2009
26 employees
Latest filing:Jun 30, 2025

Thrive Capital Management, LLC is a New York-based investment adviser focused on building and investing in technology-enabled companies, primarily in the internet and software sectors. The firm was founded in 2009 and serves as both a private investment firm and registered investment adviser. Thrive manages several funds and partners, serving institutional investors and high-net-worth individuals. As of mid-2025, the employee count is approximately 26.

Investment Strategy

Thrive Capital Management employs a strategy centered on investing in high-growth technology, internet, and software companies across early and growth stages. The firm seeks companies with innovative business models, strong leadership, and disruptive market potential. Thrive takes an active role in supporting its portfolio companies and often invests in rounds with other top-tier venture firms and strategic partners. The approach emphasizes long-term value creation, operational improvement, and market leadership.

Latest 13F Filing Activity

Thrive Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $236M. The fund increased holdings in Oscar Health Inc., Vimeo Inc., Carvana Co.. Thrive Capital Management, LLC reduced exposure to Carvana Co., Vimeo Inc., Amplitude Inc. among others.

Top Buys
C
CVNACarvana Co
-$397.7M
O
OSCROscar Health Inc
+$52.8M
V
VMEOVimeo Inc
-$7.1M
Top Sells
C
CVNACarvana Co
-$397.7M
O
OSCROscar Health Inc
+$52.8M
V
VMEOVimeo Inc
-$7.1M
A
AMPLAmplitude Inc
-$872.7K

Top Holdings

O
OSCROscar Health Inc
+57.6%$136.0M
C
CVNACarvana Co
+32.4%$76.4M
V
VMEOVimeo Inc
+10.0%$23.6M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Oscar Health Inc57.62%$136.0M6,343,617$23.51$21.44+$52.8M
Carvana Co32.37%$76.4M226,761$40.48$336.96-$397.7M
Vimeo Inc10.02%$23.6M5,852,853$49.00$4.04-$7.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+47.5%
HOSPITAL & MEDICAL SERVICE PLANS
+25.0%
RETAIL-AUTO DEALERS & GASOLINE STATIONS
+17.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.4%
FINANCE SERVICES
+0.0%