Ribbit Management Company
PALO ALTO, CAfiles as Ribbit Management Company, LLC
$2.1bn in 15 US stocks at the end of 30 June 2026. The top 10 are 95.4% of the money. It changed about 20.4% of the portfolio this quarter.
Value
$2.1bn
Stocks
15
Top 10 share
95.4%
Turnover
20.4%
What changed this quarter
New
Bought for the first time this quarter.
- Capital One FinancialCOF13.0% of the fund
- StableCoinXUSDE<0.1% of the fund
Added
Bought more of a stock they already held.
- Nu HoldingsNU25.4% of the fund+32%
- Robinhood MarketsHOOD19.2% of the fund+21%
- MercadoLibreMELI4.3% of the fund+52%
- Grab HoldingsGRAB1.9% of the fund+62%
Cut
Sold some of their stake.
- Coinbase GlobalCOIN2.4% of the fund-53%
- WealthfrontWLTH2.4% of the fund-44%
Sold out
Sold their entire stake.
- BlockXYZ-100%
Holdings
- SeaSE
- Share
- 6.0%
- Value
- $123m
- Shares
- 1,287,679
Held
- StableCoinXUSDE
- Share
- <0.1%
- Value
- $1m
- Shares
- 453,191
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Nu HoldingsNU | 25.4% | $521m | 38,993,253 | +32% |
| Robinhood MarketsHOOD | 19.2% | $394m | 3,926,401 | +21% |
| Figure Technology SolutionsFIGR | 16.8% | $346m | 11,253,191 | Held |
| Capital One FinancialCOF | 13.0% | $267m | 1,330,289 | New |
| SeaSE | 6.0% | $123m | 1,287,679 | Held |
| MercadoLibreMELI | 4.3% | $88m | 51,748 | +52% |
| RootROOT | 3.4% | $69m | 1,232,607 | Held |
| dLocalDLO | 2.5% | $51m | 3,891,900 | Held |
| Coinbase GlobalCOIN | 2.4% | $50m | 343,300 | -53% |
| WealthfrontWLTH | 2.4% | $49m | 5,479,267 | -44% |
| Clear SecureYOU | 2.0% | $42m | 747,978 | Held |
| Grab HoldingsGRAB | 1.9% | $38m | 10,150,000 | +62% |
| CoupangCPNG | 0.5% | $10m | 575,000 | Held |
| TON StrategyTONX | 0.2% | $4m | 1,577,287 | Held |
| StableCoinXUSDE | <0.1% | $1m | 453,191 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 39.7% since 30 June 2025.
Where the money is
Financial services82.9%
Technology10.6%
Retail & consumer0.5%
Other6.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.