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
- 3
- Avg positions
- 175.3
- Latest top 5 weight
- 87.8%
- Avg top 5 weight
- 60.2%
- Avg changed names
- 182.5
- Held in ≥75% of stored quarters
- 150
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 17 | 83 | 65 | 17 | 87.8% |
| 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 |
|---|---|---|---|
| AMZN Amazon.com Inc. | 3 | 5% | $216.4M |
| OSCR Oscar Health Inc. | 3 | 4.2% | $180.9M |
| FIG Figma Inc. | 3 | 1.8% | $79.5M |
| QQQ Invesco QQQ TR | 3 | 0.7% | $28.8M |
| VEA Vanguard Tax-Managed FDS | 3 | 0.4% | $15.8M |
| VUG Vanguard Index FDS | 3 | 0.3% | $15.0M |
Tip: hover any ticker below to see its weight in that quarter's portfolio.