Ribbit Management Company, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Ribbit Management Company, LLC reported 11 stock positions worth $1.5 billion. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 27.4% of the portfolio, followed by Robinhood Markets Class A (HOOD, 20.7%) and Coinbase Global Class A (COIN, 17.6%). Compared with Q1 2025, it added to 4. The biggest buy was Robinhood Markets Class A (HOOD, shares +0%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001836733
- Portfolio Value
- $1.5B (Q2 2025)
- SEC Filing
- 0001104659-25-078238 ↗ filed Aug 14, 2025
Holdings Value
Holdings 11 stocks · $1.5B
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 27.38% | 29,320,800 | $402.3M | Add +8.3% |
| HOOD Robinhood Markets Inc. Class A | 20.69% | 3,245,797 | $303.9M | Add +0.2% |
| COIN Coinbase Global Inc. Class A | 17.60% | 737,600 | $258.5M | No change |
| SE Sea Ltd.-ADR | 11.98% | 1,100,179 | $176.0M | No change |
| ROOT Root Inc./Oh Class A | 10.74% | 1,232,607 | $157.7M | Add +0.9% |
| XYZ Block Inc. | 5.12% | 1,106,500 | $75.2M | No change |
| DLO Dlocal Ltd. | 3.00% | 3,891,900 | $44.1M | No change |
| MELI MercadoLibre Inc. | 1.90% | 10,673 | $27.9M | No change |
| YOU Clear Secure Inc. Class A | 1.41% | 747,978 | $20.8M | Add +36.5% |
| GBTC Grayscale Bitcoin Trust ETF | 0.17% | 29,309 | $2.5M | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.02% | 5,861 | $280K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 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 |