TCMNY
Thrive Capital Management (New York) Portfolio holdings
AUM
$480M
1-Year Est. Return
52.33%
1 Year Est. Return
+52.33%
AUM
$236M
AUM Growth
-$353M
(-60%)
Holding
4
Top Buys
No buys this quarter
Sector Composition
| 1 | Healthcare | 57.61% |
| 2 | Consumer Discretionary | 32.37% |
| 3 | Technology | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Oscar Health
OSCR
$4.57B
| $136M | 57.62% |
6,343,617
|
|
||
2
Carvana
CVNA
$66.9B
| $76.4M | 32.37% |
226,761
-2,040,849
|
|
||
|
VMEO
3
DELISTED
Vimeo
VMEO
| $23.6M | 10.02% |
5,852,853
|
|
||
4
Amplitude
AMPL
$1.51B
| – | – |
-85,640
|
|