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Thrive Capital Management, LLC (auto-surfaced)

cloneable · 31-MAR-2026 → 30-JUN-2026

AUM $3,809,888,970 · 5 positions · top-10 100.0% · SEC filing history →

13FScore 94/100 — cloning their disclosed top holdings over ~4.9y returned +28%/yr vs S&P +11%/yr (alpha +17%/yr), ahead of the market in 65% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$SPCX · Space Exploration Techn Corp84.8%$3,231,681,066-13%HighNASDAQSerenityBitget →
$AMZN · Amazon Com Inc5.7%$215,468,417+7%MedAmazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$SPCX · Space Exploration Techn Corp84.8%-13% Q2 '26NASDAQSerenityBitget →
$AMZN · Amazon Com Inc5.7%+7% Q2 '26Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$OSCR · Oscar Health Inc4.7%+34% ≥Q2 '21Oscar Health is a technology-driven health-insurance company that offers individual, small-group, and Medicare Advantage health plans and a member-focused digital platform.Citrini
$SHOP · Shopify Inc2.7%+50% Q1 '26Shopify provides a cloud-based commerce platform that enables merchants to build and run online and physical stores, with payments, shipping, and marketing tools.NASDAQCitriniBitget →
$FIG · Figma Inc2.1%-56% Q3 '25Figma provides a collaborative, browser-based design platform used by teams to design, prototype, and build digital products and user interfaces.Citrini

Since entry / add = price change to the latest close (30-JUN-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-10-17 · Alpha-Investor tracker