RB

Ribbit Bullfrog GP II, Ltd.

13F
Ribbit Bullfrog GP II, Ltd.
Last update 2023-11-17 6 Stocks (2 new)
Value $258.00 Mil Turnover 28 %
Countries:
Top Holdings: NU(29.87%)DLO(28.25%)SE(13.02%)COIN(10.94%)MELI(2.27%)
Summary Stock Picks Current Portfolio
Ribbit Bullfrog GP II, Ltd. Top Holdings of 2023-09-30 View Full List
Ticker
NU
DLO
XYZ
SE
COIN
MELI
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NU 		Nu Holdings Ltd
10,640,565
77,144.1
+52.21%
29.870
+10.25%
0.220
+11.63%
+15.83%
57,892.9
Banks
DLO 		DLocal Ltd
3,806,000
72,961.0
0%
28.250
0%
1.320
+16.80%
-0.88%
3,038.0
Software
XYZ 		Block Inc
913,500
40,431.5
+19.65%
15.650
+2.57%
0.150
-5.42%
-27.33%
37,983.6
Software
SE 		Sea Ltd
765,179
33,629.6
New Holding
13.020
+13.02%
0.130
+29.72%
+55.61%
97,742.5
Retail - Cyclical
COIN 		Coinbase Global Inc
376,450
28,263.9
0%
10.940
0%
0.160
+14.42%
-0.64%
62,840.8
Capital Markets
MELI 		MercadoLibre Inc
4,633
5,874.1
New Holding
2.270
+2.27%
0.010
+22.22%
+52.52%
131,480.6
Retail - Cyclical

Ribbit Bullfrog GP II, Ltd.'s Historical Top Holdings Breakdowns

Ribbit Bullfrog GP II, Ltd.'s Top Stock Picks View Full List
Ticker
SE
NU
XYZ
MELI
DLO
XYZ
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SE 		Sea Ltd2023-09-30New Buy
+13.02%
●
35.21 ($48.89) 66.52
$165.10
237.70%
New holding
765,179
765,179
NU 		Nu Holdings Ltd2023-09-30Add
+10.25%
●
6.81 ($7.48) 8.18
$12.00
60.43%
Add 52.21%
10,640,565
3,649,865
XYZ 		Block Inc2023-09-30Add
+2.57%
●
44.14 ($61.92) 80.53
$61.76
-0.26%
Add 19.65%
913,500
150,000
MELI 		MercadoLibre Inc2023-09-30New Buy
+2.27%
●
1087.15 ($1271.76) 1436.35
$2,593.44
103.93%
New holding
4,633
4,633
DLO 		DLocal Ltd2023-06-30Add
+9.33%
●
9.82 ($13.26) 17.37
$10.64
-19.76%
Add 56.37%
3,806,000
1,372,000
XYZ 		Block Inc2023-06-30Add
+6.12%
●
55.54 ($62.58) 68.84
$61.76
-1.31%
Add 27.57%
763,500
165,000

Ribbit Bullfrog GP II, Ltd. Total Holding History ($B)

To

Ribbit Bullfrog GP II, Ltd.'s Asset Allocation

To

Ribbit Bullfrog GP II, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ribbit Bullfrog GP II, Ltd.'s Hypothetical Growth since 2023-09-30

Ribbit Bullfrog GP II, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ribbit Bullfrog GP II, Ltd.'s Holdings Heat Map

Size field:

Ribbit Bullfrog GP II, Ltd.'s Holdings Bubble Chart

Ribbit Bullfrog GP II, Ltd. News

  • 1

Discussions on Ribbit Bullfrog GP II, Ltd.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.