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Ribbit Management Company, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$1.9B
-3.6%
Holdings
16
+3
New Purchases
3
Added To
3
Closed
3
Reduced
2
Top 10 Concentration
99.1%
Turnover
37.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WLTH 6.96% 0.00% +6.96% $134M
FIGR 23.89% 20.51% +3.38% $460M
NU 24.46% 22.55% +1.91% $471M
GRAB 0.69% 0.00% +0.69% $13M
YOU 1.36% 1.25% +0.11% $26M
DLO 2.86% 2.78% +0.08% $55M
PURR 0.07% 0.00% +0.07% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 19.07% 23.27% -4.20% $367M
COIN 8.67% 12.47% -3.81% $167M
SE 6.70% 9.85% -3.15% $129M
ETHM 0.00% 1.36% -1.36% $0
TONX 0.16% 0.56% -0.39% $3M
GBTC 0.00% 0.13% -0.13% $0
SQ 3.93% 4.01% -0.08% $76M
MELI 1.20% 1.25% -0.05% $23M
BTC 0.00% 0.01% -0.01% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $1.2B 64.7%
Mid Cap 4 $541M 28.1%
Small Cap 2 $135M 7.0%
Micro Cap 2 $3M 0.2%

Portfolio Analytics

Avg Market Cap
$27.7B
Median Market Cap
$10.0B
Avg P/E
38.9
Median P/E
39.5
Avg Dividend Yield
0.00%
Avg Beta
1.22
# Stocks
14
# ETFs / Funds
2

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 24.46% 28,111,640 $471M $16.74 $21M
2 FIGR 23.89% 11,253,191 $460M $40.84 $50M
3 HOOD 19.07% 3,244,427 $367M $113.10 -$97M +930 +0.0%
4 COIN 8.67% 737,300 $167M $226.14 -$82M -200 -0.0%
5 WLTH 6.96% 9,848,159 $134M $13.59 +9,848,159 NEW
6 SE 6.70% 1,010,179 $129M $127.57 -$68M -90,000 -8.2%
7 SQ 3.93% 1,161,500 $76M $65.09 -$4M +55,000 +5.0%
8 DLO 2.86% 3,891,900 $55M $14.14 -$545K
9 YOU 1.36% 747,978 $26M $35.08 $1M
10 MELI 1.20% 11,423 $23M $2,014.26 -$2M +750 +7.0%
11 GRAB 0.69% 2,650,000 $13M $4.99 +2,650,000 NEW
12 TONX 0.16% 1,577,287 $3M $1.99 -$8M
13 PURR 0.07% 376,803 $1M $3.56 +376,803 NEW
14 BTC —% -$297K -5,861 -100.0% SOLD
15 ETHM —% -$27M -2,603,319 -100.0% SOLD
16 GBTC —% -$3M -29,309 -100.0% SOLD

New Positions

SymbolValue% Port
WLTH $134M 6.96%
GRAB $13M 0.69%
PURR $1M 0.07%

Sold Out Positions

SymbolValue% Port
BTC —%
GBTC —%
ETHM —%
View SEC EDGAR Filings for Ribbit Management Company, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms