Ribbit Management Company, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Ribbit Management Company, LLC disclosed 11 US equity positions worth $884.0m in its Q4 2024 13F filing. The largest position was NU at 29.6% of the reported book, followed by COIN and HOOD. Against the Q3 2024 filing, it opened 2 new positions, added to 3 and reduced 2 among the top 11 holdings.
What did Ribbit Management Company, LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NU NU HLDGS LTD | Financial Services | 29.6% | $261.5m | 25,243,753 | 22% | added |
| 2 | COIN COINBASE GLOBAL INC | Financial Services | 14.8% | $131.0m | 527,600 | 34% | added |
| 3 | HOOD ROBINHOOD MKTS INC | Financial Services | 13.9% | $122.5m | 3,288,667 | -91% | reduced |
| 4 | SE SEA LTD | Consumer Cyclical | 13.2% | $116.7m | 1,100,179 | 0% | held |
| 5 | ROOT ROOT INC | Financial Services | 10.0% | $88.7m | 1,221,783 | -27% | reduced |
| 6 | XYZ BLOCK INC | Technology | 9.6% | $85.1m | 1,001,500 | 0% | held |
| 7 | DLO DLOCAL LTD | Technology | 5.0% | $43.8m | 3,891,900 | 0% | held |
| 8 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.1% | $18.1m | 10,673 | 130% | added |
| 9 | YOU CLEAR SECURE INC | Technology | 1.7% | $14.6m | 547,978 | – | new |
| 10 | GBTC GRAYSCALE BITCOIN TRUST ETF | 0.2% | $1.6m | 29,309 | 0% | held | |
| 11 | BTC GRAYSCALE BITCOIN MINI TR BT | 0.0% | $245.4k | 5,861 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.