Ribbit Management Company, LLC 13F: Quarter-over-Quarter Portfolio Changes
Ribbit Management Company, LLC reported a disclosed portfolio value of approximately $1.7 billion in its latest SEC Form 13F-HR filing for Q1 2026, down 16.7% quarter on quarter. Over the quarter, the manager initiated 1 new position, bought more shares in 6 holdings, and exited 1 position.
Ribbit Management Company, LLC's top buy was Mercadolibre INC (MELI) . The manager bought 198.9% more shares, lifting the position's portfolio weight by 2.4 percentage points. Its top sell was Hyperliquid Strategies INC (PURR) . The manager exited the position completely after it had accounted for 0.1% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| COUPANG INC | CPNG | 0.6% | Holders → |
Top BuysQ1 2026
The manager's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| MERCADOLIBRE INC | MELI | +2.4% | +198.9% | History → |
| GRAB HOLDINGS LIMITED | GRAB | +0.7% | +135.8% | Holders → |
| SEA LTD | SE | +-0.0% | +27.5% | History → |
| BLOCK INC | XYZ | +1.4% | +23.2% | History → |
| NU HOLDINGS LTD | NU | +1.9% | +4.9% | History → |
| ROBINHOOD MKTS INC | HOOD | +-4.8% | +0.0% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| HYPERLIQUID STRATEGIES INC | PURR | 0.1% |
Net Portfolio Value ChangeQ1 2026
- $2.0BPrior quarter
- $1.7BCurrent quarter
- $-0.3BNet delta
- -16.7%% change
Methodology & FAQ
How Ribbit Management Company, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Ribbit Management Company, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Ribbit Management Company, LLC buy in Q1 2026?
In Q1 2026, Ribbit Management Company, LLC initiated 1 new position (COUPANG INC (CPNG)); bought more shares of MERCADOLIBRE INC (MELI), GRAB HOLDINGS LIMITED (GRAB), SEA LTD (SE), BLOCK INC (XYZ), NU HOLDINGS LTD (NU) — the largest 5 of 6 adds.
What stocks did Ribbit Management Company, LLC sell in Q1 2026?
In Q1 2026, Ribbit Management Company, LLC fully sold 1 position (HYPERLIQUID STRATEGIES INC (PURR)).
Which positions did Ribbit Management Company, LLC initiate in Q1 2026?
Ribbit Management Company, LLC established 1 new position in Q1 2026: COUPANG INC (CPNG, 0.6%).
Which existing positions saw the largest allocation increases for Ribbit Management Company, LLC in Q1 2026?
Of 6 existing positions with share-count increases in Q1 2026, the largest were: MERCADOLIBRE INC (MELI, +2.4% weight, +198.9% shares), GRAB HOLDINGS LIMITED (GRAB, +0.7% weight, +135.8% shares), SEA LTD (SE, +-0.0% weight, +27.5% shares), BLOCK INC (XYZ, +1.4% weight, +23.2% shares), NU HOLDINGS LTD (NU, +1.9% weight, +4.9% shares), ROBINHOOD MKTS INC (HOOD, +-4.8% weight, +0.0% shares).
Which positions did Ribbit Management Company, LLC fully exit in Q1 2026?
Ribbit Management Company, LLC fully exited 1 position in Q1 2026: HYPERLIQUID STRATEGIES INC (PURR, last-reported weight 0.1%).
Which existing positions saw the largest allocation reductions for Ribbit Management Company, LLC in Q1 2026?
Ribbit Management Company, LLC reported no material allocation reductions in existing positions in Q1 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.