StockDriftsStockDriftsTop 14 Ribbit Management Company LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD | 25.38% | 38.99M | $520.9M | +32.26%(+9.51M) | $10.26(+35.74%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 19.19% | 3.93M | $393.7M | +20.98%(+680.96K) | $23.80(+317.50%) | 2026-06-30 | |
| FIGR | FIGURE TECHNOLOGY SOLUTIONS INC | 16.84% | 11.25M | $345.6M | +0.00%(+0) | $36.37(-15.58%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 13% | 1.33M | $266.9M | new | $189.38(+18.19%) | 2026-06-30 | |
| SE | SEA LTD | 6.01% | 1.29M | $123.4M | +0.00%(+0) | $60.65(+103.32%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.28% | 51.7K | $87.8M | +51.54%(+17.60K) | $1763.56(+3.67%) | 2026-06-30 | |
| ROOT | ROOT INC | 3.36% | 1.23M | $68.9M | +0.00%(+0) | $11.07(+350.12%) | 2026-06-30 | |
| DLO | DLOCAL LTD | 2.46% | 3.89M | $50.6M | +0.00%(+0) | $18.27(-19.23%) | 2026-06-30 | |
| COIN | COINBASE GLOBAL INC | 2.45% | 343.3K | $50.2M | -53.44%(-394.00K) | $166.79(-7.73%) | 2026-06-30 | |
| WLTH | WEALTHFRONT CORP | 2.39% | 5.48M | $49.0M | -44.36%(-4.37M) | $13.59(-30.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +181.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +184.90% |
Ribbit Management Company LLC reports $2.05B in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are NU (25.4%), HOOD (19.2%) and FIGR (16.8%). The top 20 holdings account for 99.94% of reported assets. Its disclosed equity book has returned +181.17% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ribbit Management Company LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1836733). View Ribbit Management Company LLC’s 13F filings on SEC