Ribbit Management Company, LLC
13F Reported Value
ⓘ$1.7B
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ribbit Management Company, LLC disclosed 14 positions worth $1.7B in its Form 13F-HR for Q1 2026, led by $NU (Nu Holdings Ltd.) at 25.2% of the equity portfolio, followed by $FIGR and $HOOD. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $CPNG and a full exit from $PURR. The portfolio is most concentrated in Financials (77.6% of disclosed assets). All figures are sourced directly from Ribbit Management Company, LLC’s Form 13F-HR filing with the SEC under CIK 1836733.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$423.7M29,481,640 sh - $382.0M11,253,191 sh
- 75.8#117
Quality
$224.9M3,245,438 sh - 68.0
Quality
$128.7M737,300 sh - —
Quality
$106.6M1,287,679 sh - —
Quality
$91.1M9,848,159 sh - 60.3
Quality
$86.1M1,431,500 sh - 77.5
Quality
$59.0M34,148 sh - 64.1
Quality
$54.4M1,232,607 sh - —
Quality
$50.5M3,891,900 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Nu Holdings Ltd.$NU | — | $423.7M | 29,481,640 |
 Figure Technology Solutions, Inc.$FIGR | — | $382.0M | 11,253,191 |
 Robinhood Markets, Inc.$HOOD | 75.8#117 | $224.9M | 3,245,438 |
 Coinbase Global, Inc.$COIN | 68.0 | $128.7M | 737,300 |
 Sea Ltd$SE | — | $106.6M | 1,287,679 |
 WEALTHFRONT CORP$WLTH | — | $91.1M | 9,848,159 |
 Block, Inc.$XYZ | 60.3 | $86.1M | 1,431,500 |
 MERCADOLIBRE INC$MELI | 77.5 | $59.0M | 34,148 |
 Root, Inc.$ROOT | 64.1 | $54.4M | 1,232,607 |
 dLocal Ltd$DLO | — | $50.5M | 3,891,900 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ribbit Management Company, LLC's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Financials
$1.3B
Industrials
$180.0M
Technology
$122.4M
Consumer Discretionary
$73.8M
Full Holdings — Ribbit Management Company, LLC (Q1 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NU | Nu Holdings Ltd. | $423.7M | 25.2% | +5% | — |
| 2 | $FIGR | Figure Technology Solutions, Inc. | $382.0M | 22.7% | +0% | — |
| 3 | $HOOD | Robinhood Markets, Inc. | $224.9M | 13.4% | +0% | 75.8 |
| 4 | $COIN | Coinbase Global, Inc. | $128.7M | 7.7% | +0% | 68 |
| 5 | $SE | Sea Ltd | $106.6M | 6.3% | +27% | — |
| 6 | $WLTH | WEALTHFRONT CORP | $91.1M | 5.4% | +0% | — |
| 7 | $XYZ | Block, Inc. | $86.1M | 5.1% | +23% | 60.3 |
| 8 | $MELI | MERCADOLIBRE INC | $59.0M | 3.5% | +199% | 77.5 |
| 9 | $ROOT | Root, Inc. | $54.4M | 3.2% | +0% | 64.1 |
| 10 | $DLO | dLocal Ltd | $50.5M | 3.0% | +0% | — |
| 11 |  $YOU | Clear Secure, Inc. | $36.2M | 2.1% | +0% | 74 |
| 12 |  $GRAB | Grab Holdings Ltd | $22.9M | 1.4% | +136% | — |
| 13 |  $CPNG | Coupang, Inc. | $10.9M | 0.7% | NEW | 56.4 |
| 14 |  $TONX | TON Strategy Co | $3.9M | 0.2% | +0% | 32.8 |
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13F Pro is an AI hedge fund tracker and stock research platform. For Ribbit Management Company, LLC (SEC CIK: 1836733), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ribbit Management Company, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.