Ribbit Management Company, LLC reported 14 positions worth $2.05B for the quarter ended Jun 30, 2026, up 22.0% on the prior quarter. It opened 1 new position, added to 4, trimmed 2 and exited 1. Its largest holding is Nu Holdings Ltd. at 25.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| COF Capital One Financial Corp | +1.33M | – | $266.88M | 13.01% |
| NU Nu Holdings Ltd. | +9.51M | +32.3% | $127.08M | 25.4% |
| HOOD Robinhood Markets, Inc. | +681.0K | +21.0% | $68.29M | 19.2% |
| MELI Mercadolibre Inc | +17.6K | +51.5% | $29.87M | 4.28% |
| GRAB Grab Holdings Ltd | +3.90M | +62.4% | $14.70M | 1.87% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| COF Capital One Financial Corp | +1.33M | $266.88M | 13.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XYZ Block, Inc. | -1.43M | $86.15M | 5.12% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NU Nu Holdings Ltd. | Financial Services | 38.99M | $520.95M | 25.4% | +9.51M | +32.3% | Added | 0.8% |
| 2 | HOOD Robinhood Markets, Inc. | Financial Services | 3.93M | $393.74M | 19.2% | +681.0K | +21.0% | Added | 0.44% |
| 3 | FIGR Figure Technology Solutions, Inc. | Financial Services | 11.25M | $345.59M | 16.85% | 0 | 0.0% | Unchanged | 6.29% |
| 4 | COF Capital One Financial Corp | Financial Services | 1.33M | $266.88M | 13.01% | +1.33M | – | New | 0.21% |
| 5 | SE Sea Ltd | Technology | 1.29M | $123.40M | 6.02% | 0 | 0.0% | Unchanged | 0.22% |
| 6 | MELI Mercadolibre Inc | Technology | 51.7K | $87.84M | 4.28% | +17.6K | +51.5% | Added | 0.1% |
| 7 | ROOT Root, Inc. | Financial Services | 1.23M | $68.93M | 3.36% | 0 | 0.0% | Unchanged | 7.85% |
| 8 | DLO dLocal Ltd | Technology | 3.89M | $50.56M | 2.46% | 0 | 0.0% | Unchanged | 1.34% |
| 9 | COIN Coinbase Global, Inc. | Technology | 343.3K | $50.19M | 2.45% | -394.0K | -53.4% | Reduced | 0.13% |
| 10 | WLTH Wealthfront Corp | Financial Services | 5.48M | $48.98M | 2.39% | -4.37M | -44.4% | Reduced | 3.61% |
| 11 | YOU Clear Secure, Inc. | Technology | 748.0K | $41.68M | 2.03% | 0 | 0.0% | Unchanged | 0.73% |
| 12 | GRAB Grab Holdings Ltd | Technology | 10.15M | $38.27M | 1.87% | +3.90M | +62.4% | Added | 0.25% |
| 13 | CPNG Coupang, Inc. | Consumer Discretionary | 575.0K | $9.99M | 0.487% | 0 | 0.0% | Unchanged | 0.04% |
| 14 | TONX TON Strategy Co | Technology | 1.58M | $4.02M | 0.196% | 0 | 0.0% | Unchanged | 2.71% |
Tip. Select a row to see that position’s full history at Ribbit Management Company.
As of its Q2 2026 13F filing, Ribbit Management Company, LLC’s five largest positions were Nu Holdings Ltd. (NU) at 25.4%, Robinhood Markets, Inc. (HOOD) at 19.2%, Figure Technology Solutions, Inc. (FIGR) at 16.9%, Capital One Financial Corp (COF) at 13.0%, Sea Ltd (SE) at 6.0% of the reported portfolio.
Ribbit Management Company, LLC reported a 13F portfolio worth $2.05B across 14 positions for Q2 2026. That is up 22.0% from the previous quarter.
Its largest purchases by value were Capital One Financial Corp ($266.88M), Nu Holdings Ltd. ($127.08M), Robinhood Markets, Inc. ($68.29M). It opened 1 new positions.
Its largest sales by value were Block, Inc. ($86.15M), Coinbase Global, Inc. ($57.60M), Wealthfront Corp ($39.06M). It exited 1 positions entirely.
From the Form 13F-HR reports Ribbit Management Company, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.