Ribbit Management Company, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Ribbit Management Company, LLC reported 11 stock positions worth $975.3 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 28.4% of the portfolio, followed by Root Inc./Oh Class A (ROOT, 16.7%) and Sea Ltd.-ADR (SE, 14.7%). Compared with Q4 2024, it added to 3 and reduced 1. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +7%) and the biggest sale Robinhood Markets Class A (HOOD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001836733
- Portfolio Value
- $975.3M (Q1 2025)
- SEC Filing
- 0001104659-25-048796 ↗ filed May 15, 2025
Holdings Value
Holdings 11 stocks · $975.3M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 28.41% | 27,061,625 | $277.1M | Add +7.2% |
| ROOT Root Inc./Oh Class A | 16.72% | 1,221,783 | $163.0M | No change |
| SE Sea Ltd.-ADR | 14.72% | 1,100,179 | $143.6M | No change |
| HOOD Robinhood Markets Inc. Class A | 13.83% | 3,239,917 | $134.8M | Reduce -1.5% |
| COIN Coinbase Global Inc. Class A | 13.03% | 737,600 | $127.0M | Add +39.8% |
| XYZ Block Inc. | 6.16% | 1,106,500 | $60.1M | Add +10.5% |
| DLO Dlocal Ltd. | 3.33% | 3,891,900 | $32.5M | No change |
| MELI MercadoLibre Inc. | 2.13% | 10,673 | $20.8M | No change |
| YOU Clear Secure Inc. Class A | 1.46% | 547,978 | $14.2M | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.20% | 29,309 | $1.9M | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.02% | 5,861 | $214K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| HOOD Robinhood Markets Inc. Class A | Reduce -1.5% | 13.83% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
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 |