NU in the 13F filings
Nu HLDGS LTD · CUSIP G6683N103
- Quarter end
- 31 Mar 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 8 May 2026
- Managers listing it
- 44
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q4 2025 and Q1 2026; 28 listed it in both
- Shares listed
- 755,806,413
- combined, among listed positions
- Reported value
- $10.9bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 21 buyers (opened or added shares) and 25 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -72,309,820.
Managers listing NU in Q1 2026
44 of 44 holders
Largest increases and reductions, by shares
Increases
- D1 Capital Partners LPnew position · 25,890,701 shares now+25,890,701
- Maverick Capital Ltdexisting position · 22,444,311 shares now+10,729,747
- Lone Pine Capital LLCexisting position · 38,011,225 shares now+8,380,988
- Fidelity (FMR LLC)existing position · 73,219,488 shares now+4,071,873
- Susquehanna International Group LLPexisting position · 4,528,432 shares now+3,238,390
Reductions
- Capital Research Global Investorsexisting position · 128,461,467 shares now-35,637,731
- Marshall Wace LLPexisting position · 10,158,192 shares now-21,318,293
- Coatue Management LLCexisting position · 29,333,576 shares now-16,416,787
- Arrowstreet Capital LPexisting position · 14,802,391 shares now-13,507,693
- Baillie Gifford & Coexisting position · 246,564,454 shares now-10,692,498
New positions and exits
New (3)
Exited (5)
- Whale Rock Capital Management LLCwas $180m
- Oaktree Capital Management LPwas $75m
- Moore Capital Management LPwas $10m
- Verition Fund Management LLCwas $4.8m
- Quantbot Technologies LPwas $3.7m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 10 | $5.1bn | n.a. | n.a. |
| Q1 2022 | 9 | $4.2bn | n.a. | n.a. |
| Q2 2022 | 9 | $1.6bn | n.a. | n.a. |
| Q3 2022 | 12 | $1.8bn | n.a. | n.a. |
| Q4 2022 | 14 | $2.4bn | n.a. | n.a. |
| Q1 2023 | 15 | $2.9bn | n.a. | n.a. |
| Q2 2023 | 22 | $5.4bn | n.a. | n.a. |
| Q3 2023 | 25 | $6.2bn | n.a. | n.a. |
| Q4 2023 | 27 | $7.0bn | 11 | 15 |
| Q1 2024 | 29 | $11.6bn | 14 | 15 |
| Q2 2024 | 30 | $13.2bn | 12 | 16 |
| Q3 2024 | 21 | $12.2bn | 9 | 14 |
| Q4 2024 | 25 | $9.0bn | 12 | 12 |
| Q1 2025 | 21 | $8.6bn | 11 | 11 |
| Q2 2025 | 32 | $11.4bn | 20 | 11 |
| Q3 2025 | 33 | $13.2bn | 17 | 13 |
| Q4 2025 | 33 | $13.7bn | 23 | 23 |
| Q1 2026 | 26 | $10.3bn | 21 | 25 |
| Q2 2026 | 23 | $9.8bn | 18 | 25 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
NU and V →NU and AXP →NU and BAC →Choose a stock to compare with NU →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own NU, latest filings →Back to the 13F Explorer →