2026 Q1 Portfolio Activity
In 2026 Q1, Ribbit Management Company, LLC maintained a portfolio of 15 distinct positions. The most significant new addition was COUPANG INC, now representing 0.65% of the total fund value. They heavily accumulated shares in MERCADOLIBRE INC, increasing the position by 198.9%.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
NU (25.2%)
Top 10 Concentration
95.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Ribbit Management Company, LLC Full Holdings List — 2026 Q1
| 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 | 25.20% | 23.33% |
#1
Prev: #1
|
6.5 |
—
|
1,370,000 | 4.9% |
P
S
|
29,481,640 | $423,651,167 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIGR
FIGURE TECHNOLO...
|
Financial Services | 22.73% | 22.78% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
11,253,191 | $382,045,834 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 13.38% | 18.19% |
#3
Prev: #3
|
5.5 |
—
|
1,011 | 0.0% |
P
S
|
3,245,438 | $224,908,853 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 7.66% | 8.27% |
#4
Prev: #4
|
4.6 |
—
|
no change | no change |
P
S
|
737,300 | $128,739,953 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 6.34% | 6.39% |
#5
1
Prev: #6
|
5.5 |
—
|
277,500 | 27.5% |
P
S
|
1,287,679 | $106,632,698 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WLTH
WEALTHFRONT COR...
|
Technology | 5.42% | 6.63% |
#6
1
Prev: #5
|
3.2 |
—
|
no change | no change |
P
S
|
9,848,159 | $91,095,471 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XYZ
BLOCK INC
|
Technology | 5.12% | 3.75% |
#7
1
Prev: #8
|
4.5 |
—
|
270,000 | 23.2% |
P
S
|
1,431,500 | $86,147,670 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 3.51% | 1.14% |
#8
3
Prev: #11
|
4.4 |
—
|
22,725 | 198.9% |
P
S
|
34,148 | $59,042,575 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ROOT
ROOT INC
|
Financial Services | 3.24% | 4.62% |
#9
2
Prev: #7
|
2.3 |
—
|
no change | no change |
P
S
|
1,232,607 | $54,444,251 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DLO
DLOCAL LTD
|
Technology | 3.00% | 2.73% |
#10
1
Prev: #9
|
2.2 |
—
|
no change | no change |
P
S
|
3,891,900 | $50,477,943 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YOU
CLEAR SECURE IN...
|
Technology | 2.15% | 1.30% |
#11
1
Prev: #10
|
1.9 |
—
|
no change | no change |
P
S
|
747,978 | $36,209,614 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GRAB
GRAB HOLDINGS L...
|
Technology | 1.36% | 0.66% |
#12
Prev: #12
|
3.5 |
—
|
3,600,000 | 135.8% |
P
S
|
6,250,000 | $22,875,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.65% | — |
#13
Prev: #—
|
3.8 |
—
|
575,000 | — |
NEW
|
575,000 | $10,856,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERB
TON STRATEGY CO
|
Unknown | 0.23% | 0.16% |
#14
1
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
1,577,287 | $3,895,899 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PURR
HYPERLIQUID STR...
|
Financial Services | 0.00% | 0.07% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-376,803 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-15 of 15 holdings