Institutional
Ribbit Management Company, LLC
CIK 0001836733
$1.68B
Reported AUM
14
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $11.97 | -1.24% | -1.48% | 61.32% | $423.7M | 25.20% | +1,370,000 | +4.9% |
| 2 | FIGR | FIGURE TECHNOLOGY SOLUTIONS INC | $27.93 | -1.97% | -12.34% | -28.06% | $382.0M | 22.73% | — | HELD |
| 3 | HOOD | ROBINHOOD MKTS INC | $82.47 | -6.63% | 10.14% | 86.08% | $224.9M | 13.38% | +1,011 | +0.0% |
| 4 | COIN | COINBASE GLOBAL INC | $152.40 | -7.15% | -39.35% | -35.58% | $128.7M | 7.66% | — | HELD |
| 5 | SE | SEA LTD | $86.56 | -6.00% | -47.73% | -68.66% | $106.6M | 6.34% | +277,500 | +27.5% |
| 6 | WLTH | WEALTHFRONT CORP | $8.49 | -13.81% | -23.94% | 13.48% | $91.1M | 5.42% | — | HELD |
| 7 | XYZ | BLOCK INC | $68.15 | -3.87% | 4.86% | -72.44% | $86.1M | 5.12% | +270,000 | +23.2% |
| 8 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $59.0M | 3.51% | +22,725 | +198.9% |
| 9 | ROOT | ROOT INC | $55.75 | 4.13% | -64.71% | -61.02% | $54.4M | 3.24% | — | HELD |
| 10 | DLO | DLOCAL LTD | $11.24 | -4.50% | 8.95% | -73.44% | $50.5M | 3.00% | — | HELD |
| 11 | YOU | CLEAR SECURE INC | $54.52 | 0.07% | 112.40% | 24.32% | $36.2M | 2.15% | — | HELD |
| 12 | GRAB | GRAB HOLDINGS LIMITED | $3.33 | -0.30% | -35.40% | -68.73% | $22.9M | 1.36% | +3,600,000 | +135.8% |
| 13 | CPNG | COUPANG INC | $15.15 | -8.35% | -46.75% | -58.29% | $10.9M | 0.65% | +575,000 | NEW |
| 14 | TONX | TON STRATEGY CO | $3.34 | 7.23% | -65.37% | -99.98% | $3.9M | 0.23% | — | HELD |
| 15 | PURR | HYPERLIQUID STRATEGIES INC | $8.53 | -10.12% | 131.79% | 87.89% | — | — | −376,803 | EXITED |
Source: SEC EDGAR · accession 0001104659-26-061700. 13F discloses long positions only — shorts, foreign equities, and options are excluded.