Ribbit Management Company, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Ribbit Management Company, LLC reported 14 stock positions worth $2.0 billion. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 23.3% of the portfolio, followed by Figure Technology Solut Class A (FIGR, 22.8%) and Robinhood Markets Class A (HOOD, 18.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 3 and reduced 2. The biggest buy was a new position in Wealthfront (WLTH) and the biggest sale Coinbase Global Class A (COIN, shares −0%).

Most Recent 13F
Q2 2026
Location
PALO ALTO, CA
CIK
0001836733
Portfolio Value
$2.0B (Q4 2025)
SEC Filing
0001104659-26-015824 ↗ filed Feb 17, 2026

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 Q3 2025 Q4 2025: $2.0B $2.0B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $2.1B Q2 2026

Holdings 14 stocks · $2.0B
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 23.33% 28,111,640 $470.6M No change
FIGR Figure Technology Solut Class A 22.78% 11,253,191 $459.6M No change
HOOD Robinhood Markets Inc. Class A 18.19% 3,244,427 $366.9M Add +0.0%
COIN Coinbase Global Inc. Class A 8.27% 737,300 $166.7M Reduce -0.0%
WLTH Wealthfront Corp. 6.63% 9,848,159 $133.8M New
SE Sea Ltd.-ADR 6.39% 1,010,179 $128.9M Reduce -8.2%
ROOT Root Inc./Oh Class A 4.62% 1,232,607 $93.1M No change
XYZ Block Inc. 3.75% 1,161,500 $75.6M Add +5.0%
DLO Dlocal Ltd. 2.73% 3,891,900 $55.0M No change
YOU Clear Secure Inc. Class A 1.30% 747,978 $26.2M No change
MELI MercadoLibre Inc. 1.14% 11,423 $23.0M Add +7.0%
GRAB Grab Holdings Ltd. Class A 0.66% 2,650,000 $13.2M New
TONX Ton Strategy Co. 0.16% 1,577,287 $3.1M No change
PURR Hyperliquid Strategies 0.07% 376,803 $1.3M New

Portfolio Sells Q3 2025 → Q4 2025
COIN Coinbase Global Inc. Class A Reduce -0.0% 8.27% −3.55
SE Sea Ltd.-ADR Reduce -8.2% 6.39% −2.95
DYNC Dynamix Corp. Sold out 0.00% −1.29
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.12
BTC Grayscale Bitcoin Mini ETF Sold out 0.00% −0.01

Portfolio Buys Q3 2025 → Q4 2025
WLTH Wealthfront Corp. New 6.63% +6.63
GRAB Grab Holdings Ltd. Class A New 0.66% +0.66
PURR Hyperliquid Strategies New 0.07% +0.07
MELI MercadoLibre Inc. Add +7.0% 1.14% −0.04
XYZ Block Inc. Add +5.0% 3.75% −0.05
HOOD Robinhood Markets Inc. Class A Add +0.0% 18.19% −3.86

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