The Analysis of Ribbit Management Company, LLC's Holdings & P&L

Currently, Ribbit Management Company, LLC holds 14 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in MELI (+22.7K shares, valued at $39.3M), SE (+277.5K shares, valued at $23.0M), NU (+1.4M shares, valued at $19.7M); initiated new positions in CPNG (+575.0K shares, valued at $10.9M).

1M P&L

-69.5M-4.70%

3M P&L

-78.0M-5.25%

HY P&L

-331.2M-19.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Capital Markets826.5M

46.2%

2Banks - Regional470.6M

26.3%

3Financial Data & Stock Exchanges166.7M

9.3%

Top Industries by Stock Count

1Software - Application3 stocks

27.3%

2Capital Markets2 stocks

18.2%

3Software - Infrastructure2 stocks

18.2%

Sponsored

ROOT INC ROOT INC1.2M shares0.00%2026-03-312026-05-15

DLO DLOCAL LTD3.9M shares0.00%2026-03-312026-05-15

YOU CLEAR SECURE INC748.0K shares0.00%2026-03-312026-05-15

GRAB GRAB HOLDINGS LIMITED6.3M shares135.85%2026-03-312026-05-15

CPNG COUPANG INC575.0K sharesnew addition2026-03-312026-05-15

TONX TON STRATEGY CO1.6M shares0.00%2026-03-312026-05-15

NU HLDGS LTD

4.87%

Shares29.5M

Event2026-03-31

Filed2026-05-15

FIGR

FIGURE TECHNOLOGY SOLUTIONS INC

0.00%

Shares11.3M

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC

0.03%

Shares3.2M

Event2026-03-31

Filed2026-05-15

COIN

COINBASE GLOBAL INC

0.00%

Shares737.3K

Event2026-03-31

Filed2026-05-15

SEA LTD

27.47%

Shares1.3M

Event2026-03-31

Filed2026-05-15

WEALTHFRONT CORP

0.00%

Shares9.8M

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

23.25%

Shares1.4M

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

198.94%

Shares34.1K

Event2026-03-31

Filed2026-05-15

ROOT INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

DLO

DLOCAL LTD

0.00%

Shares3.9M

Event2026-03-31

Filed2026-05-15

YOU

CLEAR SECURE INC

0.00%

Shares748.0K

Event2026-03-31

Filed2026-05-15

GRAB

GRAB HOLDINGS LIMITED

135.85%

Shares6.3M

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

New

Shares575.0K

Event2026-03-31

Filed2026-05-15

TONX

TON STRATEGY CO

0.00%

Shares1.6M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available