Thrive Capital Management, LLC reported 5 positions worth $3.81B for the quarter ended Jun 30, 2026, up 1,008.5% on the prior quarter. It opened 2 new positions, added to 0, trimmed 0 and exited 2. Its largest holding is Space Exploration Technologies Corp at 84.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 18.91M | $3.23B | 84.82% | +18.91M | – | New | 0.14% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 904.0K | $215.47M | 5.66% | +904.0K | – | New | 0.01% |
| 3 | OSCR Oscar Health, Inc. | Healthcare | 6.34M | $180.92M | 4.75% | 0 | 0.0% | Unchanged | 2.32% |
| 4 | SHOP Shopify Inc. | Technology | 895.8K | $102.28M | 2.68% | 0 | 0.0% | Unchanged | 0.07% |
| 5 | FIG Figma, Inc. | Technology | 4.40M | $79.54M | 2.09% | 0 | 0.0% | Unchanged | 0.97% |
Tip. Select a row to see that position’s full history at Thrive Capital Management.
As of its Q2 2026 13F filing, Thrive Capital Management, LLC’s five largest positions were Space Exploration Technologies Corp (SPCX) at 84.8%, Amazon Com Inc (AMZN) at 5.7%, Oscar Health, Inc. (OSCR) at 4.7%, Shopify Inc. (SHOP) at 2.7%, Figma, Inc. (FIG) at 2.1% of the reported portfolio.
Thrive Capital Management, LLC reported a 13F portfolio worth $3.81B across 5 positions for Q2 2026. That is up 1,008.5% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($3.23B), Amazon Com Inc ($215.47M). It opened 2 new positions.
Its largest sales by value were Carvana Co. ($71.29M), StubHub Holdings, Inc. ($428.97K). It exited 2 positions entirely.
From the Form 13F-HR reports Thrive Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.