Ribbit Management Company, LLC holds a concentrated book of 15 stocks worth $2.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Stablecoinx Inc became 13F-reportable for the first time, a listing rather than a purchase; they opened Capital One Financial Corp and trimmed Coinbase Global Inc -Class A. Their largest long position is Nu Holdings Ltd/cayman Isl-A at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ribbit Management Company, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cria, Inc. | 2 / 15 | $137.7M |
| Paradigm Operations LP | 2 / 15 | $940.4M |
| SB Investment Advisers (UK) Ltd | 2 / 15 | $6.9B |
| Dynamo Internacional Gestao De Recursos Ltda. | 2 / 15 | $240.4M |
| Squadra Investments - Gestao De Recursos Ltda. | 2 / 15 | $619.5M |
| Sharp Capital Gestora de Recursos Ltda. | 2 / 15 | $132.7M |
| Kora Management LP | 3 / 15 | $436.2M |
| Charles-Lim Capital Ltd | 2 / 15 | $195.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Ribbit Management Company, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nu Hldgs Ltd ORD SHS CL A | $520.9M | 38.99M | 25.4% | ▲+32% Added · +9.5M sh | |
| 2 | Robinhood MKTS Inc COM CL A | $393.7M | 3.93M | 19.2% | ▲+21% Added · +681K sh | |
| 3 | Figure Technology Solutions Inc COM CL A | $345.6M | 11.25M | 16.8% | —Held | |
| 4 | Capital One Finl Corp COM | $266.9M | 1.33M | 13.0% | ▲New New position | |
| 5 | Sea Ltd SPONSORD ADS | $123.4M | 1.29M | 6.0% | —Held | |
| 6 | Mercadolibre Inc COM | $87.8M | 51.7K | 4.3% | ▲+52% Added · +18K sh | |
| 7 | Root Inc CL A NEW | $68.9M | 1.23M | 3.4% | —Held | |
| 8 | Dlocal Ltd CLASS A COM | $50.6M | 3.89M | 2.5% | —Held | |
| 9 | Coinbase Global Inc COM CL A | $50.2M | 343.3K | 2.4% | ▼−53% Reduced · −394K sh | |
| 10 | Wealthfront Corp COM | $49.0M | 5.48M | 2.4% | ▼−44% Reduced · −4.4M sh | |
| 11 | Clear Secure Inc COM CL A | $41.7M | 748.0K | 2.0% | —Held | |
| 12 | Grab Holdings Limited CLASS A ORD | $38.3M | 10.15M | 1.9% | ▲+62% Added · +3.9M sh | |
| 13 | Coupang Inc CL A | $10.0M | 575.0K | 0.5% | —Held | |
| 14 | Ton Strategy Co COM | $4.0M | 1.58M | 0.2% | —Held | |
| 15 | Stablecoinx Inc SHS CL A | $1.2M | 453.2K | 0.1% | →Listed Newly reportable |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1836733/holdings"
Use Arkolith to show Ribbit Management Company, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 19 | $2.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 16 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 16 | $2.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 16 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 14 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 14 | $975.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 16 | $884.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 14 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 14 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 14 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 15 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.