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CIK: 0001765681
Total reported value
$3.8B
$3.8B
4 檔
15.3%
In Q4 2024, Thrive Capital Management, LLC's U.S. equity holdings reached a combined market value of $3.8B, distributed across 4 disclosed stock positions.
In Q4 2024, Thrive Capital Management, LLC displayed an active expansion posture, initiating 1 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 78.86% | -20.74% | EXIT | |
| 2 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 14.58% | -16.42% | +33.40% | |
| 3 | VMEO* | Vimeo Inc | Stock-Other | 6.41% | — | — | |
| 4 | AMPL | Amplitude Inc-class A | Stock-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +39.5% | — | Unchanged |
| 2 | OSCR | Oscar Health Inc - Class A | +4.5% | +33.40% | Add |
| 3 | VMEO* | Vimeo Inc | +3.5% | — | Unchanged |
| 4 | AMPL | Amplitude Inc-class A | +0.2% | NEW | New buy |
| 5 | HOOD | Robinhood Markets Inc - A | -47.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Thrive Capital Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 4 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CVNA, OSCR, VMEO*) accounted for 15.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
AMPL
市值: $903.5K
Top Position Liquidated / Trimmed
HOOD
前期市值: $478.0M
During Q4 2024, Thrive Capital Management, LLC's top holdings by market value included CVNA (78.9%)、OSCR (14.6%)、VMEO* (6.4%). The largest single position, CVNA, represented 78.9% of total portfolio value.
In Q4 2024, Thrive Capital Management, LLC made 3 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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