Q1 2026 · 13F-HR
Ribbit Management Company, LLCholdings as filed
Filed 2026-05-15 · accession 0001104659-26-061700
$1.68B
Reported value
14
Positions
2026-03-31
Period end
The Brief · Ribbit Management Company, LLC · Q1 2026
AI · grounded in 13F
Ribbit Management Company, LLC increased its stake in MELI by 198.94%. The fund also established a new position in CPNG valued at $10.86M and grew its holding in GRAB by 135.85%. Conversely, the fund closed its position in PURR, resulting in a negative delta of $1.34M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | NU HLDGS LTD | $423.7M | 25.2% | 29,481,640 | Common | SOLE |
| 349381103 | FIGR | FIGURE TECHNOLOGY SOLUTIONS INC | $382.0M | 22.7% | 11,253,191 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $224.9M | 13.4% | 3,245,438 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $128.7M | 7.66% | 737,300 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $106.6M | 6.34% | 1,287,679 | Common | SOLE |
| 947002101 | WLTH | WEALTHFRONT CORP | $91.1M | 5.42% | 9,848,159 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $86.1M | 5.12% | 1,431,500 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $59.0M | 3.51% | 34,148 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $54.4M | 3.24% | 1,232,607 | Common | SOLE |
| G29018101 | DLO | DLOCAL LTD | $50.5M | 3.00% | 3,891,900 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $36.2M | 2.15% | 747,978 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LIMITED | $22.9M | 1.36% | 6,250,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $10.9M | 0.65% | 575,000 | Common | SOLE |
| 92337U302 | TONX | TON STRATEGY CO | $3.9M | 0.23% | 1,577,287 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.