Ribbit Management Company, LLC — 13F Holdings & Portfolio
CIK 1836733 · latest 13F-HR filed 2026-08-14
Ribbit Management Company, LLC manages $2.05B in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HOOD (19.19%), FIGR (16.84%), NU (13.36%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 1; 7 existing positions rose in reported value and 4 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 95.4%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 30, 2026.
PALO ALTO, CA 94301
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Brooks, Jessica, Camille Control | CHIEF COMPLIANCE OFFICER since Oct 2021 | Less than 5% | Individual |
| MALKA, MEYER Control | MANAGING DIRECTOR since Mar 2012 | 75% or more | Individual |
| MCADAM, CYNTHIA Control | CHIEF OPERATING OFFICER since Dec 2016 | Less than 5% | Individual |
Ownership & leadership changes · 5 filings with changes since Aug 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedMCADAM, CYNTHIA · title COO AND GENERAL COUNSEL → CHIEF OPERATING OFFICER
- AddedBrooks, Jessica, Camille · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedMCADAM, CYNTHIA · title COO AND GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER → COO AND GENERAL COUNSEL
- ChangedMCADAM, CYNTHIA · title COO AND GENERAL COUNSEL → COO AND GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
- No longer listedKIVITZ, HILARY · COO AND GENERAL COUNSEL · Less than 5% · control person · listed since Jan 2015
- AddedMCADAM, CYNTHIA · COO AND GENERAL COUNSEL · Less than 5% · control person
- AddedKIVITZ, HILARY · COO AND GENERAL COUNSEL · Less than 5% · control person
- ListedMALKA, MEYER · MANAGING DIRECTOR · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ROBINHOOD MKTS INC$168.8M +75.1%
- NU HLDGS LTD$97.3M +23.0%
- MERCADOLIBRE INC$28.8M +48.8%
- SEA LTD$16.8M +15.7%
- GRAB HOLDINGS LIMITED$15.4M +67.3%
Top Trims
- COINBASE GLOBAL INC-$78.6M -61.0%
- WEALTHFRONT CORP-$42.1M -46.2%
- FIGURE TECHNOLOGY SOLUTIONS INC-$36.5M -9.5%
- COUPANG INC-$868.2K -8.0%
Ribbit Management Company, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ROBINHOOD MKTS INC | HOOD | 770700102 | $393.7M | 19.19% | 3,926,401 | SH |
| 2 | FIGURE TECHNOLOGY SOLUTIONS INC | FIGR | 349381103 | $345.6M | 16.84% | 11,253,191 | SH |
| 3 | NU HLDGS LTD | NU | G6683N103 | $274.1M | 13.36% | 20,519,894 | SH |
| 4 | NU HLDGS LTD | NU | G6683N103 | $237.2M | 11.56% | 17,753,359 | SH |
| 5 | CAPITAL ONE FINL CORP | COF | 14040H105 | $206.9M | 10.08% | 1,031,545 | SH |
| 6 | SEA LTD | SE | 81141R100 | $123.4M | 6.01% | 1,287,679 | SH |
| 7 | MERCADOLIBRE INC | MELI | 58733R102 | $87.8M | 4.28% | 51,748 | SH |
| 8 | ROOT INC | ROOT | 77664L207 | $68.9M | 3.36% | 1,232,607 | SH |
| 9 | CAPITAL ONE FINL CORP | COF | 14040H105 | $59.9M | 2.92% | 298,744 | SH |
| 10 | DLOCAL LTD | DLO | G29018101 | $50.6M | 2.46% | 3,891,900 | SH |
| 11 | WEALTHFRONT CORP | WLTH | 947002101 | $49.0M | 2.39% | 5,479,267 | SH |
| 12 | COINBASE GLOBAL INC | COIN | 19260Q107 | $48.2M | 2.35% | 330,036 | SH |
| 13 | CLEAR SECURE INC | YOU | 18467V109 | $41.7M | 2.03% | 747,978 | SH |
| 14 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $38.3M | 1.86% | 10,150,000 | SH |
| 15 | COUPANG INC | CPNG | 22266T109 | $10.0M | 0.49% | 575,000 | SH |
| 16 | NU HLDGS LTD | NU | G6683N103 | $9.6M | 0.47% | 720,000 | SH |
| 17 | TON STRATEGY CO | TONX | 92337U302 | $4.0M | 0.20% | 1,577,287 | SH |
| 18 | COINBASE GLOBAL INC | COIN | 19260Q107 | $1.9M | 0.09% | 13,264 | SH |
| 19 | STABLECOINX INC | USDE | 85238K100 | $1.2M | 0.06% | 453,191 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.05B | 19 | 0001104659-26-096351 |
| 2026-03-31 | 2026-05-15 | $1.68B | 16 | 0001104659-26-061700 |
| 2025-12-31 | 2026-02-17 | $2.02B | 16 | 0001104659-26-015824 |
| 2025-09-30 | 2025-11-14 | $2.11B | 16 | 0001104659-25-111967 |
PALO ALTO, CA 94301