Ribbit Management Company, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Ribbit Management Company, LLC disclosed 11 US equity positions worth $1.5bn in its Q2 2025 13F filing. The largest position was NU at 27.4% of the reported book, followed by HOOD and COIN. Against the Q1 2025 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 11 holdings.
What did Ribbit Management Company, LLC own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NU NU HLDGS LTD | Financial Services | 27.4% | $402.3m | 29,320,800 | 8% | added |
| 2 | HOOD ROBINHOOD MKTS INC | Financial Services | 20.7% | $303.9m | 3,245,797 | 0% | held |
| 3 | COIN COINBASE GLOBAL INC | Financial Services | 17.6% | $258.5m | 737,600 | 0% | held |
| 4 | SE SEA LTD | Consumer Cyclical | 12.0% | $176.0m | 1,100,179 | 0% | held |
| 5 | ROOT ROOT INC | Financial Services | 10.7% | $157.7m | 1,232,607 | 1% | added |
| 6 | XYZ BLOCK INC | Technology | 5.1% | $75.2m | 1,106,500 | 0% | held |
| 7 | DLO DLOCAL LTD | Technology | 3.0% | $44.1m | 3,891,900 | 0% | held |
| 8 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.9% | $27.9m | 10,673 | 0% | held |
| 9 | YOU CLEAR SECURE INC | Technology | 1.4% | $20.8m | 747,978 | 36% | added |
| 10 | GBTC GRAYSCALE BITCOIN TRUST ETF | 0.2% | $2.5m | 29,309 | 0% | held | |
| 11 | BTC GRAYSCALE BITCOIN MINI TR BT | 0.0% | $279.9k | 5,861 | 0% | held |
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.