— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Ribbit Management Company, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$1.6B
-15.5%
Holdings
14
-2
New Purchases
1
Added To
6
Closed
1
Reduced
0
Top 10 Concentration
97.7%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MELI 3.63% 1.20% +2.43% $59M
NU 26.05% 24.46% +1.59% $424M
SQ 5.30% 3.93% +1.37% $86M
YOU 2.23% 1.36% +0.86% $36M
GRAB 1.41% 0.69% +0.72% $23M
CPNG 0.67% 0.00% +0.67% $11M
DLO 3.10% 2.86% +0.24% $50M
TONX 0.24% 0.16% +0.08% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HOOD 13.83% 19.07% -5.24% $225M
WLTH 5.60% 6.96% -1.36% $91M
COIN 7.91% 8.67% -0.75% $129M
FIGR 23.49% 23.89% -0.40% $382M
SE 6.56% 6.70% -0.14% $107M
PURR 0.00% 0.07% -0.07% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 8 $1.1B 65.3%
Mid Cap 3 $469M 28.8%
Small Cap 2 $91M 5.6%
Micro Cap 1 $4M 0.2%

Portfolio Analytics

Avg Market Cap
$30.6B
Median Market Cap
$21.4B
Avg P/E
38.9
Median P/E
39.5
Avg Dividend Yield
0.00%
Avg Beta
1.21
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NU 26.05% 29,481,640 $424M $14.37 -$47M +1,370,000 +4.9%
2 FIGR 23.49% 11,253,191 $382M $33.95 -$78M
3 HOOD 13.83% 3,245,438 $225M $69.30 -$142M +1,011 +0.0%
4 COIN 7.91% 737,300 $129M $174.61 -$38M
5 SE 6.56% 1,287,679 $107M $82.81 -$22M +277,500 +27.5%
6 WLTH 5.60% 9,848,159 $91M $9.25 -$43M
7 SQ 5.30% 1,431,500 $86M $60.18 $11M +270,000 +23.2%
8 MELI 3.63% 34,148 $59M $1,729.02 $36M +22,725 +198.9%
9 DLO 3.10% 3,891,900 $50M $12.97 -$5M
10 YOU 2.23% 747,978 $36M $48.41 $10M
11 GRAB 1.41% 6,250,000 $23M $3.66 $10M +3,600,000 +135.8%
12 CPNG 0.67% 575,000 $11M $18.88 +575,000 NEW
13 TONX 0.24% 1,577,287 $4M $2.47 $757K
14 PURR —% -$1M -376,803 -100.0% SOLD

New Positions

SymbolValue% Port
CPNG $11M 0.67%

Sold Out Positions

SymbolValue% Port
PURR —%
View SEC EDGAR Filings for Ribbit Management Company, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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