Ribbit Management Company, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Ribbit Management Company, LLC disclosed 14 US equity positions worth $2.0bn in its Q4 2025 13F filing. The largest position was NU at 23.3% of the reported book, followed by FIGR and HOOD. Against the Q3 2025 filing, it opened 3 new positions, added to 2 and reduced 1 among the top 14 holdings.
What did Ribbit Management Company, LLC own in Q4 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NU NU HLDGS LTD | Financial Services | 23.3% | $470.6m | 28,111,640 | 0% | held |
| 2 | FIGR FIGURE TECHNOLOGY SOLUTIONS INC | Financial Services | 22.8% | $459.6m | 11,253,191 | 0% | held |
| 3 | HOOD ROBINHOOD MKTS INC | Financial Services | 18.2% | $366.9m | 3,244,427 | 0% | held |
| 4 | COIN COINBASE GLOBAL INC | Financial Services | 8.3% | $166.7m | 737,300 | -0% | held |
| 5 | WLTH WEALTHFRONT CORP | 6.6% | $133.8m | 9,848,159 | – | new | |
| 6 | SE SEA LTD | Consumer Cyclical | 6.4% | $128.9m | 1,010,179 | -8% | reduced |
| 7 | ROOT ROOT INC | Financial Services | 4.6% | $93.1m | 1,232,607 | 0% | held |
| 8 | XYZ BLOCK INC | Technology | 3.7% | $75.6m | 1,161,500 | 5% | added |
| 9 | DLO DLOCAL LTD | Technology | 2.7% | $55.0m | 3,891,900 | 0% | held |
| 10 | YOU CLEAR SECURE INC | Technology | 1.3% | $26.2m | 747,978 | 0% | held |
| 11 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.1% | $23.0m | 11,423 | 7% | added |
| 12 | GRAB HOLDINGS LIMITED | 0.7% | $13.2m | 2,650,000 | – | new | |
| 13 | TONX TON STRATEGY CO | 0.2% | $3.1m | 1,577,287 | 0% | held | |
| 14 | PURR HYPERLIQUID STRATEGIES INC | Financial Services | 0.1% | $1.3m | 376,803 | – | 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.