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13F holdings · Q2 2026

Ribbit Management Company

Palo Alto, CA · files as Ribbit Management Company, LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1836733

Ribbit Management Company reported 15 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NU (25.4%), HOOD (19.2%) and FIGR (16.8%). Compared with Q1 2026, the fund opened new positions in COF and USDE, added to NU, HOOD and MELI, trimmed COIN and WLTH and sold out of XYZ.

Reported value$2.1B+22.1% vs last quarter
Stocks held152 new · 1 sold out
Top 5 weight80.4%very concentrated
Turnover34%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
NU
NU Hldgs Ltd
$521M25.4%39M+9.5M (+32%)8 of 8
2
HOOD
Robinhood Mkts Inc
$394M19.2%3.9M+681K (+21%)8 of 8
3
FIGR
Figure Technology Solutio
$346M16.8%11.3MNo change4 of 8
4
COF
Capital One Finl Corp
$267M13.0%1.3MNew position1 of 8
5
SE
Sea Ltd
$123M6.0%1.3MNo change8 of 8
6
MELI
Mercadolibre Inc
$87.8M4.3%52K+18K (+52%)8 of 8
7
ROOT
Root Inc
$68.9M3.4%1.2MNo change8 of 8
8
DLO
Dlocal Ltd Class A Com
$50.6M2.5%3.9MNo change8 of 8
9
COIN
Coinbase Global Inc
$50.2M2.5%343K−394K (−53%)8 of 8
10
WLTH
Wealthfront Corp
$49M2.4%5.5M−4.4M (−44%)3 of 8
🔒 5 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
XYZ
Block Inc A
$86.1M1.4M

Reported value

last 8 quarters
$1.5BQ3 '24
$884MQ4 '24
$975MQ1 '25
$1.5BQ2 '25
$2.1BQ3 '25
$2BQ4 '25
$1.7BQ1 '26
$2.1BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Ribbit Management Company 13F FAQ

What does Ribbit Management Company own?

Ribbit Management Company reported 15 stocks worth $2.1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NU (25.4%), HOOD (19.2%) and FIGR (16.8%). The table above lists every position in the filing (the top 10 without an account).

What did Ribbit Management Company buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 4 added to, 2 trimmed and 1 sold out. New positions include COF and USDE. It sold all of XYZ.

When will Ribbit Management Company file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Ribbit Management Company's portfolio worth?

The Q2 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.