THRIVE CAPITAL MANAGEMENT, LLC – Q2 2026 PF Holdings AUM: $3.94B NEWLY BOUGHT Top-25: #SPCX #AMZN NO-CHANGE Top-25: #FIG #OSCR #SHOP SOLD-OFF Top-15: #CVNA #STUB Negative Returns: #CVNA:-81% #STUB:-45% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 2026 net investment value - Returns are presented on a YTD basis