Ribbit Management Company, LLC — 13F Holdings & Portfolio
CIK 1836733 · latest 13F-HR filed 2026-05-15
Ribbit Management Company, LLC manages $1.68B in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FIGR (22.73%), NU (13.40%), HOOD (13.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 5, and trimmed 8.
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.
$1.68B
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑5 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MERCADOLIBRE INC$36.0M +156.6%
- BLOCK INC$10.5M +13.9%
- CLEAR SECURE INC$10.0M +38.0%
- GRAB HOLDINGS LIMITED$9.7M +73.0%
- TON STRATEGY CO$757.1K +24.1%
Top Trims
- ROBINHOOD MKTS INC-$142.0M -38.7%
- FIGURE TECHNOLOGY SOLUTIONS INC-$77.5M -16.9%
- NU HLDGS LTD-$46.9M -10.0%
- WEALTHFRONT CORP-$42.7M -31.9%
- ROOT INC-$38.7M -41.5%
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 | FIGURE TECHNOLOGY SOLUTIONS INC | FIGR | 349381103 | $382.0M | 22.73% | 11,253,191 | SH |
| 2 | NU HLDGS LTD | NU | G6683N103 | $225.2M | 13.40% | 15,671,900 | SH |
| 3 | ROBINHOOD MKTS INC | HOOD | 770700102 | $224.9M | 13.38% | 3,245,438 | SH |
| 4 | NU HLDGS LTD | NU | G6683N103 | $198.4M | 11.81% | 13,809,740 | SH |
| 5 | COINBASE GLOBAL INC | COIN | 19260Q107 | $109.7M | 6.52% | 628,000 | SH |
| 6 | SEA LTD | SE | 81141R100 | $106.6M | 6.34% | 1,287,679 | SH |
| 7 | WEALTHFRONT CORP | WLTH | 947002101 | $91.1M | 5.42% | 9,848,159 | SH |
| 8 | BLOCK INC | XYZ | 852234103 | $86.1M | 5.12% | 1,431,500 | SH |
| 9 | MERCADOLIBRE INC | MELI | 58733R102 | $59.0M | 3.51% | 34,148 | SH |
| 10 | ROOT INC | ROOT | 77664L207 | $54.4M | 3.24% | 1,232,607 | SH |
| 11 | DLOCAL LTD | DLO | G29018101 | $50.5M | 3.00% | 3,891,900 | SH |
| 12 | CLEAR SECURE INC | YOU | 18467V109 | $36.2M | 2.15% | 747,978 | SH |
| 13 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $22.9M | 1.36% | 6,250,000 | SH |
| 14 | COINBASE GLOBAL INC | COIN | 19260Q107 | $19.1M | 1.14% | 109,300 | SH |
| 15 | COUPANG INC | CPNG | 22266T109 | $10.9M | 0.65% | 575,000 | SH |
| 16 | TON STRATEGY CO | TONX | 92337U302 | $3.9M | 0.23% | 1,577,287 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |