Filed: 2/17/2026ACC: 0001104659-26-015824
📋 What this filing means
RIBBIT MANAGEMENT COMPANY, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $2.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$2.02B
Total AUM (reported)
65.85M
Total Shares
Allocation by class
COM CL A$1.02B50.5%
ORD SHS CL A$470.59M23.3%
COM$161.33M8.0%
SPONSORD ADS$128.87M6.4%
CL A NEW$93.11M4.6%
CL A$75.60M3.7%
CLASS A COM$55.03M2.7%
Portfolio Concentration
Top 3$1.30B64.3%
4–10$679.42M33.7%
11–25$40.71M2.0%
Top 3 weight
64.3%
Top 10 weight
98.0%
Voting Authority Distribution
Total shares with voting rights: 65.85M
Sole
Full voting authority
65.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
NU HLDGS LTD
SOLEShares28.11M
TypeSH
Market value$470.59M
23.33%
Sole
28.11M
Shared
0.00
None
0.00
FIGURE TECHNOLOGY SOLUTIONS INC
SOLEShares11.25M
TypeSH
Market value$459.58M
22.78%
Sole
11.25M
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares3.24M
TypeSH
Market value$366.94M
18.19%
Sole
3.24M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares737.30K
TypeSH
Market value$166.73M
8.27%
Sole
737.30K
Shared
0.00
None
0.00
WEALTHFRONT CORP
SOLEShares9.85M
TypeSH
Market value$133.84M
6.63%
Sole
9.85M
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.01M
TypeSH
Market value$128.87M
6.39%
Sole
1.01M
Shared
0.00
None
0.00
ROOT INC
SOLEShares1.23M
TypeSH
Market value$93.11M
4.62%
Sole
1.23M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares1.16M
TypeSH
Market value$75.60M
3.75%
Sole
1.16M
Shared
0.00
None
0.00
DLOCAL LTD
SOLEShares3.89M
TypeSH
Market value$55.03M
2.73%
Sole
3.89M
Shared
0.00
None
0.00
CLEAR SECURE INC
SOLEShares747.98K
TypeSH
Market value$26.24M
1.30%
Sole
747.98K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares11.42K
TypeSH
Market value$23.01M
1.14%
Sole
11.42K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares2.65M
TypeSH
Market value$13.22M
0.66%
Sole
2.65M
Shared
0.00
None
0.00
TON STRATEGY CO
SOLEShares1.58M
TypeSH
Market value$3.14M
0.16%
Sole
1.58M
Shared
0.00
None
0.00
HYPERLIQUID STRATEGIES INC
SOLEShares376.80K
TypeSH
Market value$1.34M
0.07%
Sole
376.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 28.11M | SH | $470.59M 23.33% | 28.11M | 0.00 | 0.00 |
FIGURE TECHNOLOGY SOLUTIONS INCSOLE | COM CL A | 11.25M | SH | $459.58M 22.78% | 11.25M | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 3.24M | SH | $366.94M 18.19% | 3.24M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 737.30K | SH | $166.73M 8.27% | 737.30K | 0.00 | 0.00 |
WEALTHFRONT CORPSOLE | COM | 9.85M | SH | $133.84M 6.63% | 9.85M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.01M | SH | $128.87M 6.39% | 1.01M | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 1.23M | SH | $93.11M 4.62% | 1.23M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 1.16M | SH | $75.60M 3.75% | 1.16M | 0.00 | 0.00 |
DLOCAL LTDSOLE | CLASS A COM | 3.89M | SH | $55.03M 2.73% | 3.89M | 0.00 | 0.00 |
CLEAR SECURE INCSOLE | COM CL A | 747.98K | SH | $26.24M 1.30% | 747.98K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 11.42K | SH | $23.01M 1.14% | 11.42K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 2.65M | SH | $13.22M 0.66% | 2.65M | 0.00 | 0.00 |
TON STRATEGY COSOLE | COM | 1.58M | SH | $3.14M 0.16% | 1.58M | 0.00 | 0.00 |
HYPERLIQUID STRATEGIES INCSOLE | COM | 376.80K | SH | $1.34M 0.07% | 376.80K | 0.00 | 0.00 |