L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
16 Feb 2024
latest of these filings; the earliest 17 Jan 2024
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 23 listed it in both
Shares listed
839,714,989
combined, among listed positions
Reported value
$7.0bn
combined, at the quarter end

Among the 93 comparable managers: 11 buyers (opened or added shares) and 15 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Capital Research Global Investors175,197,344$1.5bn0.36%Added+30,002,68513 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co114,768,499$956m0.76%Trimmed-3,373,75926 Jan 2024 (the filing on sec.gov)
Berkshire Hathaway Inc107,118,784$892m0.25%Held014 Feb 2024 (the filing on sec.gov)
Coatue Management LLC63,021,947$525m2.20%Added+7,886,53814 Feb 2024 (the filing on sec.gov)
Artisan Partners LP54,126,402$451m0.69%Trimmed-21,577,06712 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.50,329,302$419m0.37%Added+1,687,24414 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc41,224,713$343munder 0.1%Trimmed-13,720,59916 Feb 2024 (the filing on sec.gov)
Invesco Ltd34,102,511$284m0.07%Trimmed-12,764,61313 Feb 2024 (the filing on sec.gov)
D1 Capital Partners LP33,613,678$280m4.92%Trimmed-6,043,59114 Feb 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC24,800,522$207m3.69%Trimmed-257,67714 Feb 2024 (the filing on sec.gov)
Tiger Global Management LLC20,602,704$172m1.22%Added+235,52414 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC19,594,665$163m0.25%Added+3,412,96513 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP16,551,195$138m0.32%Trimmed-3,160,04614 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP16,371,595$136m0.23%Added+850,12814 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd14,328,588$119m2.40%Trimmed-234,13714 Feb 2024 (the filing on sec.gov)
Dragoneer Investment Group LLC13,576,112$113m2.46%Trimmed-4,287,19314 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP11,578,100$96m0.23%Trimmed-96,40014 Feb 2024 (the filing on sec.gov)
Capital World Investors10,052,116$84munder 0.1%Trimmed-11,54213 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP5,656,945$47munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
ARK Investment Management LLC3,466,947$29m0.17%Trimmed-338,91317 Jan 2024 (the filing on sec.gov)
Verition Fund Management LLC2,261,129$19m0.15%Added+240,12914 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC2,247,872$19m0.07%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP2,106,748$18m0.07%Added+457,28314 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC1,787,413$15munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP884,368$7.4m0.43%Trimmed-285,43914 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
21 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

01020304020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NU by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202110$5.1bnn.a.n.a.
Q1 20229$4.2bnn.a.n.a.
Q2 20229$1.6bnn.a.n.a.
Q3 202212$1.8bnn.a.n.a.
Q4 202214$2.4bnn.a.n.a.
Q1 202315$2.9bnn.a.n.a.
Q2 202322$5.4bnn.a.n.a.
Q3 202325$6.2bnn.a.n.a.
Q4 202327$7.0bn1115
Q1 202429$11.6bn1415
Q2 202430$13.2bn1216
Q3 202421$12.2bn914
Q4 202425$9.0bn1212
Q1 202521$8.6bn1111
Q2 202532$11.4bn2011
Q3 202533$13.2bn1713
Q4 202533$13.7bn2323
Q1 202626$10.3bn2125
Q2 202623$9.8bn1825

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 →