Ribbit Management Company, LLC
Ribbit Management Company, LLC, managed by Meyer Malka, reported 15 positions worth $2.05B in its 2026 Q2 13F filing: 2 new and 1 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +22.0% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +46.7% | +11.4% |
| 2025 Q3 | +14.2% | +7.6% |
| 2025 Q4 | -9.6% | +3.1% |
| 2026 Q1 | -22.6% | -5.8% |
| 2026 Q2 | +4.1% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| NU | NU HLDGS LTD | $520.95M | 25.40% | +32.3% |
| HOOD | ROBINHOOD MKTS INC | $393.74M | 19.20% | +21% |
| FIGR | FIGURE TECHNOLOGY SOLUTIONS INC | $345.59M | 16.80% | NO CHANGE |
| COF | CAPITAL ONE FINL CORP | $266.88M | 13.00% | NEW |
| SE | SEA LTD | $123.40M | 6.00% | NO CHANGE |
| MELI | MERCADOLIBRE INC | $87.84M | 4.30% | +51.5% |
| ROOT | ROOT INC | $68.93M | 3.40% | NO CHANGE |
| DLO | DLOCAL LTD | $50.56M | 2.50% | NO CHANGE |
| COIN | COINBASE GLOBAL INC | $50.19M | 2.40% | -53.4% |
| WLTH | WEALTHFRONT CORP | $48.98M | 2.40% | -44.4% |
| YOU | CLEAR SECURE INC | $41.68M | 2.00% | NO CHANGE |
| GRAB | GRAB HOLDINGS LIMITED | $38.27M | 1.90% | +62.4% |
| CPNG | COUPANG INC | $9.99M | 0.49% | NO CHANGE |
| TONX | TON STRATEGY CO | $4.02M | 0.20% | NO CHANGE |
| USDE | STABLECOINX INC | $1.25M | 0.06% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.