Ribbit Management Company, LLC

CIK

1836733

Location

PALO ALTO, CA

Portfolio Value

Mid $2,052,272,953

Diversification

Moderately concentrated

Reports for

Malka Meyer Ribbit Capital GP IV, Ltd. Bullfrog Capital GP, Ltd. Ribbit Bullfrog GP II, Ltd.

Filing Date

Global Rank

#1,565 / 8,795 ▼ 58 · as of Jun 2026

Top Industry

Capital Markets 36.1%

3Y Alpha vs SPY

+36.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.4%

+0.2 pts

Top 5

80.4%

+5.1 pts

Top 10

95.4%

−0.2 pts

HHI

1,556

Moderately concentrated+33

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	80.3%	$1,647,518,108	7
Consumer Cyclical	10.8%	$221,222,565	3
Technology	8.9%	$183,532,280	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+9,511,613	38,993,253	$520,949,859
GRAB	Grab Holdings Ltd	+3,900,000	10,150,000	$38,265,500
HOOD	Robinhood Markets, Inc.	+680,963	3,926,401	$393,739,492
MELI	Mercadolibre Inc	+17,600	51,748	$87,836,537
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
WLTH	Wealthfront Corp	−4,368,892	5,479,267	$48,984,646
COIN	Coinbase Global, Inc.	−394,000	343,300	$50,187,026
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	1,330,289	$266,882,578
USDE	StableCoinX Inc.	453,191	$1,246,275
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
XYZ	Block, Inc.	1,431,500	$86,147,670
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $2,052,272,953 total · filing declares 19 positions · $2,052,253,496 · as of Jun 30, 2026

All sectors Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NU	Nu Holdings Ltd. Financial Services	Added	38,993,253	+9,511,613	$520,949,859	+23.0%	25.38%
HOOD	Robinhood Markets, Inc. Financial Services	Added	3,926,401	+680,963	$393,739,492	+75.1%	19.19%
FIGR	Figure Technology Solutions, Inc. Financial Services	Held	11,253,191	0	$345,585,495	−9.5%	16.84%
COF	Capital One Financial Corp Financial Services	NEW	1,330,289	NEW	$266,882,578	NEW	13.00%
SE	Sea Ltd Consumer Cyclical	Held	1,287,679	0	$123,398,278	+15.7%	6.01%
MELI	Mercadolibre Inc Consumer Cyclical	Added	51,748	+17,600	$87,836,537	+48.8%	4.28%
ROOT	Root, Inc. Financial Services	Held	1,232,607	0	$68,927,383	+26.6%	3.36%
DLO	dLocal Ltd Technology	Held	3,891,900	0	$50,575,240	+0.2%	2.46%
COIN	Coinbase Global, Inc. Financial Services	Reduced	343,300	-394,000	$50,187,026	−61.0%	2.45%
WLTH	Wealthfront Corp Technology	Reduced	5,479,267	-4,368,892	$48,984,646	−46.2%	2.39%
YOU	Clear Secure, Inc. Technology	Held	747,978	0	$41,684,813	+15.1%	2.03%
GRAB	Grab Holdings Ltd Technology	Added	10,150,000	+3,900,000	$38,265,500	+67.3%	1.86%
CPNG	Coupang, Inc. Consumer Cyclical	Held	575,000	0	$9,987,750	−8.0%	0.49%
TONX	TON Strategy Co Technology	Held	1,577,287	0	$4,022,081	+3.2%	0.20%
USDE	StableCoinX Inc. Financial Services	NEW	453,191	NEW	$1,246,275	NEW	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.