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, exited 1, added to 7, and trimmed 4.
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.
$2.05B
Long-equity book
19
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −1 / ↑7 / ↓4
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
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%
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