2026 Q2 Portfolio Activity
In 2026 Q2, Ribbit Management Company, LLC maintained a portfolio of 16 distinct positions. The most significant new addition was CAPITAL ONE FINL CORP, now representing 13.00% of the total fund value. They heavily accumulated shares in ROBINHOOD MKTS INC, increasing the position by 21.0%. The fund also reduced its exposure to COINBASE GLOBAL INC by 53.4%.
Position History
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Total Positions
16
Quarter
2026 Q2
Top Holding
NU (25.4%)
Top 10 Concentration
95.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Ribbit Management Company, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NU
NU HLDGS LTD
|
Financial Services | 25.38% | 25.20% |
#1
Prev: #1
|
8.5 |
—
|
9,511,613 | 32.3% |
P
S
|
38,993,253 | $520,949,860 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 19.19% | 13.38% |
#2
1
Prev: #3
|
8.0 |
—
|
680,963 | 21.0% |
P
S
|
3,926,401 | $393,739,492 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIGR
FIGURE TECHNOLO...
|
Financial Services | 16.84% | 22.73% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
11,253,191 | $345,585,495 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 13.00% | — |
#4
Prev: #—
|
8.0 |
—
|
1,330,289 | — |
NEW
|
1,330,289 | $266,882,578 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 6.01% | 6.34% |
#5
Prev: #5
|
3.9 |
—
|
no change | no change |
P
S
|
1,287,679 | $123,398,279 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE I...
|
Consumer Cyclical | 4.28% | 3.51% |
#6
2
Prev: #8
|
4.7 |
—
|
17,600 | 51.5% |
P
S
|
51,748 | $87,836,538 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROOT
ROOT INC
|
Financial Services | 3.36% | 3.24% |
#7
2
Prev: #9
|
2.3 |
—
|
no change | no change |
P
S
|
1,232,607 | $68,927,383 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DLO
DLOCAL LTD
|
Technology | 2.46% | 3.00% |
#8
2
Prev: #10
|
2.0 |
—
|
no change | no change |
P
S
|
3,891,900 | $50,555,781 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 2.45% | 7.66% |
#9
5
Prev: #4
|
1.0 |
—
|
-394,000 | -53.4% |
P
S
|
343,300 | $50,187,027 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WLTH
WEALTHFRONT COR...
|
Technology | 2.39% | 5.42% |
#10
4
Prev: #6
|
1.0 |
—
|
-4,368,892 | -44.4% |
P
S
|
5,479,267 | $48,984,647 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
YOU
CLEAR SECURE IN...
|
Technology | 2.03% | 2.15% |
#11
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
747,978 | $41,684,809 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 1.86% | 1.36% |
#12
Prev: #12
|
3.7 |
—
|
3,900,000 | 62.4% |
P
S
|
10,150,000 | $38,265,500 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.49% | 0.65% |
#13
Prev: #13
|
1.2 |
—
|
no change | no change |
P
S
|
575,000 | $9,987,750 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VERB
TON STRATEGY CO
|
Unknown | 0.20% | 0.23% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
1,577,287 | $4,022,082 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
STABLECOINX INC
|
|
Unknown | 0.06% | — |
#15
Prev: #—
|
3.5 |
—
|
453,191 | — |
NEW
|
453,191 | $1,246,275 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
XYZ
BLOCK INC
|
Technology | 0.00% | 5.12% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-1,431,500 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-16 of 16 holdings