Ribbit Management Company, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Ribbit Management Company, LLC reported 9 stock positions worth $1.4 billion. Its top holding was Robinhood Markets Class A (HOOD) at 52.8% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 17.9%) and Root Inc./Oh Class A (ROOT, 7.4%). Compared with Q4 2023, it opened 1 new position and reduced 2. The biggest buy was a new position in Grayscale Bitcoin Trust ETF (GBTC) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001836733
- Portfolio Value
- $1.4B (Q1 2024)
- SEC Filing
- 0001104659-24-061660 ↗ filed May 15, 2024
Holdings Value
Holdings 9 stocks · $1.4B
| HOOD Robinhood Markets Inc. Class A | 52.80% | 36,201,115 | $728.7M | Reduce -17.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 17.87% | 20,668,753 | $246.6M | Reduce -52.6% |
| ROOT Root Inc./Oh Class A | 7.44% | 1,681,303 | $102.7M | No change |
| COIN Coinbase Global Inc. Class A | 7.23% | 376,450 | $99.8M | No change |
| XYZ Block Inc. | 5.60% | 913,500 | $77.3M | No change |
| SE Sea Ltd.-ADR | 4.28% | 765,179 | $59.1M | No change |
| DLO Dlocal Ltd. | 4.14% | 3,806,000 | $57.1M | No change |
| MELI MercadoLibre Inc. | 0.51% | 4,633 | $7.0M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.13% | 29,309 | $1.9M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| GBTC Grayscale Bitcoin Trust ETF | New | 0.13% | +0.13 |
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 |