Ribbit Management Company, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ribbit Management Company, LLC reported 15 stock positions worth $2.1 billion. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 25.4% of the portfolio, followed by Robinhood Markets Class A (HOOD, 19.2%) and Figure Technology Solut Class A (FIGR, 16.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 4 and reduced 2. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale Coinbase Global Class A (COIN, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001836733
- Portfolio Value
- $2.1B (Q2 2026)
- SEC Filing
- 0001104659-26-096351 ↗ filed Aug 14, 2026
Holdings Value
Holdings 15 stocks · $2.1B
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 25.38% | 38,993,253 | $520.9M | Add +32.3% |
| HOOD Robinhood Markets Inc. Class A | 19.19% | 3,926,401 | $393.7M | Add +21.0% |
| FIGR Figure Technology Solut Class A | 16.84% | 11,253,191 | $345.6M | No change |
| COF Capital One Financial Corp. | 13.00% | 1,330,289 | $266.9M | New |
| SE Sea Ltd.-ADR | 6.01% | 1,287,679 | $123.4M | No change |
| MELI MercadoLibre Inc. | 4.28% | 51,748 | $87.8M | Add +51.5% |
| ROOT Root Inc./Oh Class A | 3.36% | 1,232,607 | $68.9M | No change |
| DLO Dlocal Ltd. | 2.46% | 3,891,900 | $50.6M | No change |
| COIN Coinbase Global Inc. Class A | 2.45% | 343,300 | $50.2M | Reduce -53.4% |
| WLTH Wealthfront Corp. | 2.39% | 5,479,267 | $49.0M | Reduce -44.4% |
| YOU Clear Secure Inc. Class A | 2.03% | 747,978 | $41.7M | No change |
| GRAB Grab Holdings Ltd. Class A | 1.86% | 10,150,000 | $38.3M | Add +62.4% |
| CPNG Coupang Inc. | 0.49% | 575,000 | $10.0M | No change |
| TONX Ton Strategy Co. | 0.20% | 1,577,287 | $4.0M | No change |
| USDE Stablecoinx Inc. | 0.06% | 453,191 | $1.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| COF Capital One Financial Corp. | New | 13.00% | +13.00 |
| HOOD Robinhood Markets Inc. Class A | Add +21.0% | 19.19% | +5.81 |
| MELI MercadoLibre Inc. | Add +51.5% | 4.28% | +0.77 |
| GRAB Grab Holdings Ltd. Class A | Add +62.4% | 1.86% | +0.50 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +32.3% | 25.38% | +0.18 |
| USDE Stablecoinx Inc. | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $2.1B | NU, HOOD, FIGR, COF, SE |
| Q1 2026 | 14 | $1.7B | NU, FIGR, HOOD, COIN, SE |
| Q4 2025 | 14 | $2.0B | NU, FIGR, HOOD, COIN, WLTH |
| Q3 2025 | 14 | $2.1B | HOOD, NU, FIGR, COIN, SE |
| Q2 2025 | 11 | $1.5B | NU, HOOD, COIN, SE, ROOT |
| Q1 2025 | 11 | $975.3M | NU, ROOT, SE, HOOD, COIN |
| Q4 2024 | 11 | $884.0M | NU, COIN, HOOD, SE, ROOT |
| Q3 2024 | 9 | $1.5B | HOOD, NU, SE, COIN, XYZ |
| Q2 2024 | 9 | $1.4B | HOOD, NU, ROOT, COIN, SE |
| Q1 2024 | 9 | $1.4B | HOOD, NU, ROOT, COIN, XYZ |