1y return−16.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $269 against $157 in the S&P 500.2
Ribbit Management Company, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Nu Hldgs LtdCUSIP G6683N103 | $520.9M | 25.4% | +32.3% |
| HOODRobinhood Mkts Inc | $393.7M | 19.2% | +21.0% |
| FIGRFigure Technology Solutions Inc | $345.6M | 16.8% | |
| COFCapital One Finl Corp | $266.9M | 13.0% | New |
| SESea Ltd | $123.4M | 6.0% | |
| MELIMercadolibre Inc | $87.8M | 4.3% | +51.5% |
| ROOTRoot Inc | $68.9M | 3.4% | |
| Dlocal LtdCUSIP G29018101 | $50.6M | 2.5% | |
| COINCoinbase Global Inc | $50.2M | 2.4% | −53.4% |
| WLTHWealthfront Corp | $49.0M | 2.4% | −44.4% |
| YOUClear Secure Inc | $41.7M | 2.0% | |
| Grab Holdings LimitedCUSIP G4124C109 | $38.3M | 1.9% | +62.4% |
| CPNGCoupang Inc | $10.0M | 0.5% | |
| TONXTon Strategy Co | $4.0M | 0.2% | |
| USDEStablecoinx Inc | $1.2M | 0.1% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HOODRobinhood Mkts Inc | December 31, 2023 | +687.1% | $393.7M |
| SESea Ltd | December 31, 2023 | +136.6% | $123.4M |
| YOUClear Secure Inc | December 31, 2024 | +109.2% | $41.7M |
| Nu Hldgs LtdCUSIP G6683N103 | December 31, 2023 | +60.4% | $520.9M |
| MELIMercadolibre Inc | December 31, 2023 | +8.0% | $87.8M |
| CPNGCoupang Inc | March 31, 2026 | −8.0% | $10.0M |
| FIGRFigure Technology Solutions Inc | September 30, 2025 | −15.6% | $345.6M |
| COINCoinbase Global Inc | December 31, 2023 | −15.9% | $50.2M |
| Grab Holdings LimitedCUSIP G4124C109 | December 31, 2025 | −24.4% | $38.3M |
| Dlocal LtdCUSIP G29018101 | December 31, 2023 | −26.5% | $50.6M |
Sold off last quarter
- XYZBlock Inc was $86.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.1% | +14.8% |
| March 31, 2026 | −22.5% | −4.6% |
| December 31, 2025 | −9.5% | +2.4% |
| September 30, 2025 | +14.2% | +7.8% |
| June 30, 2025 | +46.7% | +10.5% |
| March 31, 2025 | +3.6% | −4.6% |
| December 31, 2024 | +38.0% | +2.1% |
| September 30, 2024 | +2.1% | +5.4% |
| June 30, 2024 | +3.8% | +4.0% |
| March 31, 2024 | +44.7% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ribbit Management Company, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1836733&type=13F-HR&dateb=&owner=include&count=40CIK 1836733
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1836733/000110465926096351/Filed August 14, 2026 · accession 0001104659-26-096351