TCMNY
Thrive Capital Management (New York) Portfolio holdings
AUM
$236M
This Quarter Return
+27.15%
1 Year Return
+104.44%
3 Year Return
+872.51%
5 Year Return
+255.62%
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(+24%)
Cap. Flow
-$45.7K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Blend Labs
BLND
|
$45.7K |
Sector Composition
| 1 | Financials | 53.69% |
| 2 | Consumer Discretionary | 32.59% |
| 3 | Healthcare | 8.98% |
| 4 | Technology | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Robinhood
HOOD
$92.4B
| $260M | 53.69% |
20,410,961
| – | – |
|
2
Carvana
CVNA
$51.4B
| $120M | 24.79% |
2,267,610
| – | – |
|
3
Oscar Health
OSCR
$4.31B
| $43.5M | 8.98% |
4,755,222
| – | – |
|
4
Maplebear
CART
$11.4B
| $37.8M | 7.8% |
1,610,560
| – | – |
|
5
Vimeo
VMEO
$696M
| $22.9M | 4.74% |
5,852,853
| – | – |
|
|
6
Blend Labs
BLND
$939M
| – | – |
-33,333
| Closed | -$45.7K |
|