Ribbit Management Company, LLC 13F: Quarter-over-Quarter Portfolio Changes
Ribbit Management Company, LLC reported a disclosed portfolio value of approximately $2.1 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 22.1% quarter on quarter. Over the quarter, the manager initiated 2 new positions, bought more shares in 4 holdings, trimmed 2 holdings, and exited 1 position.
Ribbit Management Company, LLC's top buy was a new stake in Capital One Finl CORP (COF) , equal to 13.0% of the disclosed portfolio. Its top sell was Coinbase Global INC (COIN) . The manager sold 53.4% of its previously reported shares, reducing the position's portfolio weight by 5.2 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| CAPITAL ONE FINL CORP | COF | 13.0% | History → |
| STABLECOINX INC | USDE | 0.1% | Holders → |
Top BuysQ2 2026
The manager's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| GRAB HOLDINGS LIMITED | GRAB | +0.5% | +62.4% | Holders → |
| MERCADOLIBRE INC | MELI | +0.8% | +51.5% | History → |
| NU HLDGS LTD | NU | +0.2% | +32.3% | History → |
| ROBINHOOD MKTS INC | HOOD | +5.8% | +21.0% | History → |
Top SellsQ2 2026
The manager's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| COINBASE GLOBAL INC | COIN | -5.2% | 53.4% | History → |
| WEALTHFRONT CORP | WLTH | -3.0% | 44.4% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| BLOCK INC | XYZ | 5.1% |
Net Portfolio Value ChangeQ2 2026
- $1.7BPrior quarter
- $2.1BCurrent quarter
- +$0.4BNet delta
- +22.1%% 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 Q2 2026?
In Q2 2026, Ribbit Management Company, LLC initiated 2 new positions (CAPITAL ONE FINL CORP (COF), STABLECOINX INC (USDE)); bought more shares of GRAB HOLDINGS LIMITED (GRAB), MERCADOLIBRE INC (MELI), NU HLDGS LTD (NU), ROBINHOOD MKTS INC (HOOD).
What stocks did Ribbit Management Company, LLC sell in Q2 2026?
In Q2 2026, Ribbit Management Company, LLC fully sold 1 position (BLOCK INC (XYZ)); reduced holdings in COINBASE GLOBAL INC (COIN), WEALTHFRONT CORP (WLTH).
Which positions did Ribbit Management Company, LLC initiate in Q2 2026?
Ribbit Management Company, LLC established 2 new positions in Q2 2026: CAPITAL ONE FINL CORP (COF, 13.0%), STABLECOINX INC (USDE, 0.1%).
Which existing positions saw the largest allocation increases for Ribbit Management Company, LLC in Q2 2026?
Of 4 existing positions with share-count increases in Q2 2026, the largest were: GRAB HOLDINGS LIMITED (GRAB, +0.5% weight, +62.4% shares), MERCADOLIBRE INC (MELI, +0.8% weight, +51.5% shares), NU HLDGS LTD (NU, +0.2% weight, +32.3% shares), ROBINHOOD MKTS INC (HOOD, +5.8% weight, +21.0% shares).
Which positions did Ribbit Management Company, LLC fully exit in Q2 2026?
Ribbit Management Company, LLC fully exited 1 position in Q2 2026: BLOCK INC (XYZ, last-reported weight 5.1%).
Which existing positions saw the largest allocation reductions for Ribbit Management Company, LLC in Q2 2026?
Of 2 existing positions with share-count reductions in Q2 2026, the largest were: COINBASE GLOBAL INC (COIN, -5.2% weight, -53.4% shares), WEALTHFRONT CORP (WLTH, -3.0% weight, -44.4% shares).
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.