NU in the 13F filings
Nu HLDGS LTD · CUSIP G6683N103
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 30 Jul 2025
- Managers listing it
- 32
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 19 listed it in both
- Shares listed
- 830,090,222
- combined, among listed positions
- Reported value
- $11.4bn
- combined, at the quarter end
Among the 95 comparable managers: 20 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing NU in Q2 2025
32 of 32 holders
Largest increases and reductions, by shares
Increases
- D1 Capital Partners LPexisting position · 24,132,933 shares now+14,329,933
- Millennium Management LLCnew position · 12,891,572 shares now+12,891,572
- Renaissance Technologies LLCexisting position · 16,712,113 shares now+12,214,813
- Marshall Wace LLPexisting position · 14,691,671 shares now+7,569,233
- Balyasny Asset Management LLCnew position · 6,580,243 shares now+6,580,243
Reductions
- Capital Research Global Investorsexisting position · 194,880,670 shares now-69,177,784
- T. Rowe Price Associates Incexisting position · 32,137,792 shares now-22,297,776
- Coatue Management LLCexisting position · 48,442,699 shares now-7,349,298
- Whale Rock Capital Management LLCexisting position · 17,840,345 shares now-6,620,825
- AllianceBernstein LPexisting position · 6,482,267 shares now-6,335,502
New positions and exits
New (5)
Exited (1)
- ValueAct Holdings LPwas $35m
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 →