Portfolio timeline
Thrive Capital — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 2
- Avg positions
- 176
- Latest top 5 weight
- 44.8%
- Avg top 5 weight
- 46.3%
- Avg changed names
- 183
- Held in ≥75% of stored quarters
- 163
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q1 2026 | 11 | 64 | 93 | 15 | 44.8% |
| Q4 2025 | No prior baseline | 47.9% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| FIG Figma Inc. | 2 | 11.6% | $92.9M |
| OSCR Oscar Health Inc. | 2 | 9.1% | $72.8M |
| CVNA Carvana Co. | 2 | 8.9% | $71.3M |
| QQQ Invesco QQQ TR | 2 | 1.9% | $15.0M |
| VEA Vanguard Tax-Managed FDS | 2 | 1.8% | $14.6M |
| VWO Vanguard Intl Equity Index F | 2 | 1.5% | $11.9M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.