TCMNY
Thrive Capital Management (New York) Portfolio holdings
AUM
$352M
1-Year Est. Return
6.59%
This Fund
S&P 500
1 Year Est. Return
+6.59%
AUM
$352M
AUM Growth
-$128M
(-27%)
Holding
6
Sector Composition
| 1 | Technology | 46.67% |
| 2 | Consumer Discretionary | 27.18% |
| 3 | Healthcare | 25.89% |
| 4 | Communication Services | 0.26% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIG
1
Figma
FIG
$12.4B
| $164M | 46.67% |
4,396,636
+380
|
|
||
2
Carvana
CVNA
$40.1B
| $95.7M | 27.18% |
226,761
|
|
||
3
Oscar Health
OSCR
$3.76B
| $91.2M | 25.89% |
6,343,617
|
|
||
|
STUB
4
StubHub Holdings
STUB
$2.38B
| $930K | 0.26% |
68,745
|
|
||
|
VMEO
5
DELISTED
Vimeo
VMEO
| – | – |
-5,852,853
|
|
||
6
Nu Holdings
NU
$67.7B
| – | – |
-264
|
|