TCMNY
Thrive Capital Management (New York) Portfolio holdings
AUM
$480M
1-Year Est. Return
52.33%
1 Year Est. Return
+52.33%
AUM
$480M
AUM Growth
+$244M
(+103%)
Holding
6
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 56.94% |
| 2 | Healthcare | 25.01% |
| 3 | Consumer Discretionary | 17.81% |
| 4 | Communication Services | 0.24% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIG
1
Figma
FIG
$19.1B
| $228M | 47.49% |
+4,396,256
|
|
||
2
Oscar Health
OSCR
$4.37B
| $120M | 25.01% |
6,343,617
|
|
||
3
Carvana
CVNA
$66.5B
| $85.5M | 17.81% |
226,761
|
|
||
|
VMEO
4
DELISTED
Vimeo
VMEO
| $45.4M | 9.45% |
5,852,853
|
|
||
|
STUB
5
StubHub Holdings
STUB
$4.87B
| $1.16M | 0.24% |
+68,745
|
|
||
6
Nu Holdings
NU
$79.5B
| $4.23K | ﹤0.01% |
+264
|
|