NU in the 13F filings
Nu HLDGS LTD · CUSIP G6683N103
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 17 Nov 2025
- latest of these filings; the earliest 31 Oct 2025
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 27 listed it in both
- Shares listed
- 821,837,162
- combined, among listed positions
- Reported value
- $13.2bn
- combined, at the quarter end
Among the 95 comparable managers: 17 buyers (opened or added shares) and 13 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 Q3 2025
33 of 33 holders
Largest increases and reductions, by shares
Increases
- Lone Pine Capital LLCnew position · 25,406,449 shares now+25,406,449
- Marshall Wace LLPexisting position · 29,141,505 shares now+14,449,834
- Arrowstreet Capital LPexisting position · 18,416,144 shares now+13,529,278
- Two Sigma Advisers LPexisting position · 12,746,000 shares now+10,642,900
- Two Sigma Investments LPexisting position · 15,424,872 shares now+8,265,475
Reductions
- D1 Capital Partners LPexisting position · 10,178,933 shares now-13,954,000
- Capital Research Global Investorsexisting position · 184,607,140 shares now-10,273,530
- Baillie Gifford & Coexisting position · 251,459,587 shares now-9,522,201
- Whale Rock Capital Management LLCexisting position · 12,418,659 shares now-5,421,686
- Dragoneer Investment Group LLCexisting position · 4,954,299 shares now-4,954,299
New positions and exits
New (4)
Exited (0)
No exit shown by a manager’s own filing.
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 →