# Ribbit Bullfrog GP II, Ltd.

> Institutional holdings reported to the SEC as of Q3 2023 on Form 13F. CIK 1851168. Source: https://holderbook.com/funds/1851168-ribbit-bullfrog-gp-ii-ltd/

- Reported value: $258.3M
- Positions: 6
- Weight of the ten largest: 100.0%
- Filed: 2023-11-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $77.1M | 10,640,565 | 29.9% | 4 |
| DLOCAL LTD | [DLO](https://holderbook.com/stocks/DLO/) | $73.0M | 3,806,000 | 28.2% | 4 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $40.4M | 913,500 | 15.7% | 4 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $33.6M | 765,179 | 13.0% | 1 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $28.3M | 376,450 | 10.9% | 4 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $5.9M | 4,633 | 2.3% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2023 | $258.3M | 6 |
| Q2 2023 | $179.4M | 4 |
| Q1 2023 | $139.3M | 4 |
| Q4 2022 | $112.4M | 4 |