Ribbit Management Company, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Ribbit Management Company, LLC reported 11 stock positions worth $884.0 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 29.6% of the portfolio, followed by Coinbase Global Class A (COIN, 14.8%) and Robinhood Markets Class A (HOOD, 13.9%). Compared with Q3 2024, it opened 2 new positions, added to 3 and reduced 2. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +22%) and the biggest sale Robinhood Markets Class A (HOOD, shares −91%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001836733
Portfolio Value
$884.0M (Q4 2024)
SEC Filing
0001104659-25-013418 ↗ filed Feb 14, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $884.0M $884.0M Q4 2024 Q1 2025: $975.3M Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $2.1B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 11 stocks · $884.0M
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 29.58% 25,243,753 $261.5M Add +22.1%
COIN Coinbase Global Inc. Class A 14.82% 527,600 $131.0M Add +33.9%
HOOD Robinhood Markets Inc. Class A 13.86% 3,288,667 $122.5M Reduce -90.9%
SE Sea Ltd.-ADR 13.20% 1,100,179 $116.7M No change
ROOT Root Inc./Oh Class A 10.03% 1,221,783 $88.7M Reduce -26.8%
XYZ Block Inc. 9.63% 1,001,500 $85.1M No change
DLO Dlocal Ltd. 4.96% 3,891,900 $43.8M No change
MELI MercadoLibre Inc. 2.05% 10,673 $18.1M Add +130.4%
YOU Clear Secure Inc. Class A 1.65% 547,978 $14.6M New
GBTC Grayscale Bitcoin Trust ETF 0.18% 29,309 $1.6M No change
BTC Grayscale Bitcoin Mini ETF 0.03% 5,861 $245K New

Portfolio Sells Q3 2024 → Q4 2024
HOOD Robinhood Markets Inc. Class A Reduce -90.9% 13.86% −44.03
ROOT Root Inc./Oh Class A Reduce -26.8% 10.03% +5.81

Portfolio Buys Q3 2024 → Q4 2024
NU Nu Holdings Ltd./Cayman Isl-A Add +22.1% 29.58% +10.68
COIN Coinbase Global Inc. Class A Add +33.9% 14.82% +10.11
YOU Clear Secure Inc. Class A New 1.65% +1.65
MELI MercadoLibre Inc. Add +130.4% 2.05% +1.42
BTC Grayscale Bitcoin Mini ETF New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$2.1BNU, HOOD, FIGR, COF, SE
Q1 2026 14$1.7BNU, FIGR, HOOD, COIN, SE
Q4 2025 14$2.0BNU, FIGR, HOOD, COIN, WLTH
Q3 2025 14$2.1BHOOD, NU, FIGR, COIN, SE
Q2 2025 11$1.5BNU, HOOD, COIN, SE, ROOT
Q1 2025 11$975.3MNU, ROOT, SE, HOOD, COIN
Q4 2024 11$884.0MNU, COIN, HOOD, SE, ROOT
Q3 2024 9$1.5BHOOD, NU, SE, COIN, XYZ
Q2 2024 9$1.4BHOOD, NU, ROOT, COIN, SE
Q1 2024 9$1.4BHOOD, NU, ROOT, COIN, XYZ