Ribbit Management Company, LLC
$1.7B in tracked AUM across 16 positions as of Q1 2026.
Ribbit Management's $1.68B 13F is the public-equity window into a fintech-focused strategy that has generated a 79-whaleScore through concentrated bets on payments, digital banking, and financial infrastructure. Q1 2026 shows the portfolio shrinking from $2.02B to $1.68B — a $340M reduction — but with a notable asymmetry: five positions increased, zero decreased, and one new entry. That virtually all-add, no-reduce posture in a shrinking book is consistent with the manager adding to existing fintech convictions while a few positions were fully or partially liquidated. The WhaleScore reflects that this sector-focused, concentrated approach has historically produced meaningful alpha when the fintech cycle aligns with the manager's positioning.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.