Ribbit Management Company, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ribbit Management Company, LLC disclosed 15 US equity positions worth $2.1bn in its Q2 2026 13F filing. The largest position was NU at 25.4% of the reported book, followed by HOOD and FIGR. Against the Q1 2026 filing, it opened 2 new positions, added to 4 and reduced 2 among the top 15 holdings.
What did Ribbit Management Company, LLC own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NU NU HLDGS LTD | Financial Services | 25.4% | $520.9m | 38,993,253 | 32% | added |
| 2 | HOOD ROBINHOOD MKTS INC | Financial Services | 19.2% | $393.7m | 3,926,401 | 21% | added |
| 3 | FIGR FIGURE TECHNOLOGY SOLUTIONS INC | Financial Services | 16.8% | $345.6m | 11,253,191 | 0% | held |
| 4 | COF CAPITAL ONE FINL CORP | Financial Services | 13.0% | $266.9m | 1,330,289 | – | new |
| 5 | SE SEA LTD | Consumer Cyclical | 6.0% | $123.4m | 1,287,679 | 0% | held |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.3% | $87.8m | 51,748 | 52% | added |
| 7 | ROOT ROOT INC | Financial Services | 3.4% | $68.9m | 1,232,607 | 0% | held |
| 8 | DLO DLOCAL LTD | Technology | 2.5% | $50.6m | 3,891,900 | 0% | held |
| 9 | COIN COINBASE GLOBAL INC | Financial Services | 2.4% | $50.2m | 343,300 | -53% | reduced |
| 10 | WLTH WEALTHFRONT CORP | 2.4% | $49.0m | 5,479,267 | -44% | reduced | |
| 11 | YOU CLEAR SECURE INC | Technology | 2.0% | $41.7m | 747,978 | 0% | held |
| 12 | GRAB HOLDINGS LIMITED | 1.9% | $38.3m | 10,150,000 | 62% | added | |
| 13 | CPNG COUPANG INC | Consumer Cyclical | 0.5% | $10.0m | 575,000 | 0% | held |
| 14 | TONX TON STRATEGY CO | 0.2% | $4.0m | 1,577,287 | 0% | held | |
| 15 | STABLECOINX INC | 0.1% | $1.2m | 453,191 | – | 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.