Ribbit Management Company, LLC 13F holdings
Ribbit Management Company, LLC reported 15 positions with a total reported value of $2.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NU NU HLDGS LTD (25.4%), ROBINHOOD MKTS INC (19.2%), FIGR FIGURE TECHNOLOGY SOLUTIONS INC (16.8%), COF CAPITAL ONE FINL CORP (13.0%), SE SEA LTD (6.0%). Against 2026-03-31 it opened 2 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
15 largest of 15 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NU NU HLDGS LTD | 38,993,253 | $520.9M | 25.4% |
| ROBINHOOD MKTS INC | 3,926,401 | $393.7M | 19.2% |
| FIGR FIGURE TECHNOLOGY SOLUTIONS INC | 11,253,191 | $345.6M | 16.8% |
| COF CAPITAL ONE FINL CORP | 1,330,289 | $266.9M | 13.0% |
| SE SEA LTD | 1,287,679 | $123.4M | 6.0% |
| MELI MERCADOLIBRE INC | 51,748 | $87.8M | 4.3% |
| ROOT ROOT INC | 1,232,607 | $68.9M | 3.4% |
| DLO DLOCAL LTD | 3,891,900 | $50.6M | 2.5% |
| COIN COINBASE GLOBAL INC | 343,300 | $50.2M | 2.4% |
| WLTH WEALTHFRONT CORP | 5,479,267 | $49.0M | 2.4% |
| YOU CLEAR SECURE INC | 747,978 | $41.7M | 2.0% |
| GRAB GRAB HOLDINGS LIMITED | 10,150,000 | $38.3M | 1.9% |
| CPNG COUPANG INC | 575,000 | $10.0M | 0.5% |
| TONX TON STRATEGY CO | 1,577,287 | $4.0M | 0.2% |
| USDE STABLECOINX INC | 453,191 | $1.2M | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| XYZ BLOCK INC | 1,431,500 | $86.1M | 5.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NU NU HLDGS LTD | 29,481,640 | 38,993,253 | +32.3% | $520.9M |
| ROBINHOOD MKTS INC | 3,245,438 | 3,926,401 | +21.0% | $393.7M |
| MELI MERCADOLIBRE INC | 34,148 | 51,748 | +51.5% | $87.8M |
| GRAB GRAB HOLDINGS LIMITED | 6,250,000 | 10,150,000 | +62.4% | $38.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| COIN COINBASE GLOBAL INC | 737,300 | 343,300 | -53.4% | $50.2M |
| WLTH WEALTHFRONT CORP | 9,848,159 | 5,479,267 | -44.4% | $49.0M |
CIK 1836733 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
