Ribbit Management Company, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ribbit Management Company, LLC reported 14 stock positions worth $1.7 billion. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 25.2% of the portfolio, followed by Figure Technology Solut Class A (FIGR, 22.7%) and Robinhood Markets Class A (HOOD, 13.4%). Compared with Q4 2025, it opened 1 new position, sold out of 1 and added to 6. The biggest buy was MercadoLibre (MELI, shares +199%) and the biggest sale an exit from Hyperliquid Strategies (PURR).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0001836733
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001104659-26-061700 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $1.7B
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 25.20% | 29,481,640 | $423.7M | Add +4.9% |
| FIGR Figure Technology Solut Class A | 22.73% | 11,253,191 | $382.0M | No change |
| HOOD Robinhood Markets Inc. Class A | 13.38% | 3,245,438 | $224.9M | Add +0.0% |
| COIN Coinbase Global Inc. Class A | 7.66% | 737,300 | $128.7M | No change |
| SE Sea Ltd.-ADR | 6.34% | 1,287,679 | $106.6M | Add +27.5% |
| WLTH Wealthfront Corp. | 5.42% | 9,848,159 | $91.1M | No change |
| XYZ Block Inc. | 5.12% | 1,431,500 | $86.1M | Add +23.3% |
| MELI MercadoLibre Inc. | 3.51% | 34,148 | $59.0M | Add +198.9% |
| ROOT Root Inc./Oh Class A | 3.24% | 1,232,607 | $54.4M | No change |
| DLO Dlocal Ltd. | 3.00% | 3,891,900 | $50.5M | No change |
| YOU Clear Secure Inc. Class A | 2.15% | 747,978 | $36.2M | No change |
| GRAB Grab Holdings Ltd. Class A | 1.36% | 6,250,000 | $22.9M | Add +135.8% |
| CPNG Coupang Inc. | 0.65% | 575,000 | $10.9M | New |
| TONX Ton Strategy Co. | 0.23% | 1,577,287 | $3.9M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| PURR Hyperliquid Strategies | Sold out | 0.00% | −0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| MELI MercadoLibre Inc. | Add +198.9% | 3.51% | +2.37 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +4.9% | 25.20% | +1.87 |
| XYZ Block Inc. | Add +23.3% | 5.12% | +1.38 |
| GRAB Grab Holdings Ltd. Class A | Add +135.8% | 1.36% | +0.71 |
| CPNG Coupang Inc. | New | 0.65% | +0.65 |
| SE Sea Ltd.-ADR | Add +27.5% | 6.34% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Add +0.0% | 13.38% | −4.81 |
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 |