Ribbit Management Company, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ribbit Management Company, LLC reported 14 stock positions worth $2.1 billion. Its top holding was Robinhood Markets Class A (HOOD) at 22.0% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 21.4%) and Figure Technology Solut Class A (FIGR, 19.4%). Compared with Q2 2025, it opened 3 new positions and reduced 3. The biggest buy was a new position in Figure Technology Solut Class A (FIGR) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −4%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001836733
Portfolio Value
$2.1B (Q3 2025)
SEC Filing
0001104659-25-111967 ↗ filed Nov 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 Q4 2024 Q1 2025: $975.3M Q1 2025 Q2 2025: $1.5B Q2 2025 Q3 2025: $2.1B $2.1B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 14 stocks · $2.1B
HOOD Robinhood Markets Inc. Class A 22.05% 3,243,497 $464.4M Reduce -0.1%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 21.37% 28,111,640 $450.1M Reduce -4.1%
FIGR Figure Technology Solut Class A 19.43% 11,253,191 $409.3M New
COIN Coinbase Global Inc. Class A 11.82% 737,500 $248.9M Reduce -0.0%
SE Sea Ltd.-ADR 9.34% 1,100,179 $196.6M No change
ROOT Root Inc./Oh Class A 5.24% 1,232,607 $110.3M No change
XYZ Block Inc. 3.80% 1,106,500 $80.0M No change
DLO Dlocal Ltd. 2.64% 3,891,900 $55.6M No change
DYNC Dynamix Corp. 1.29% 2,603,319 $27.1M New
YOU Clear Secure Inc. Class A 1.19% 747,978 $25.0M No change
MELI MercadoLibre Inc. 1.18% 10,673 $24.9M No change
TONX Ton Strategy Co. 0.53% 1,577,287 $11.1M New
GBTC Grayscale Bitcoin Trust ETF 0.12% 29,309 $2.6M No change
BTC Grayscale Bitcoin Mini ETF 0.01% 5,861 $297K No change

Portfolio Sells Q2 2025 → Q3 2025
NU Nu Holdings Ltd./Cayman Isl-A Reduce -4.1% 21.37% −6.01
COIN Coinbase Global Inc. Class A Reduce -0.0% 11.82% −5.78
HOOD Robinhood Markets Inc. Class A Reduce -0.1% 22.05% +1.36

Portfolio Buys Q2 2025 → Q3 2025
FIGR Figure Technology Solut Class A New 19.43% +19.43
DYNC Dynamix Corp. New 1.29% +1.29
TONX Ton Strategy Co. New 0.53% +0.53

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