Which funds own NU
Nu HLDGS LTD in the Q2 2026 filings. 17 of the 94 managers on file reported a position, worth $8.1bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 17
- of 94 on file
- Combined value
- $8.1bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 9
- already held
- Trimmed or sold out
- 8
- 4 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co Long-only · $110bn book | $3.1bn | 2.8% | 229,930,331 | -$471m-16,634,123 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $1.9bn | 0.3% | 142,761,832 | +$62m+14,300,365 | Added |
| Lone Pine Capital LLC Long/short equity · $16.4bn book | $631m | 3.9% | 47,219,717 | +$85m+9,208,492 | Added |
| D1 Capital Partners LP Long/short equity · $34.8bn book | $593m | 1.7% | 44,418,543 | +$221m+18,527,842 | Added |
| Maverick Capital Ltd Long/short equity · $11.3bn book | $475m | 4.2% | 35,552,101 | +$153m+13,107,790 | Added |
| Coatue Management LLC Long/short equity · $48.6bn book | $392m | 0.8% | 29,333,576 | -$30m0 | Held |
| Arrowstreet Capital LP Quantitative · $225bn book | $324m | 0.1% | 24,231,936 | +$111m+9,429,545 | Added |
| Artisan Partners LP Long-only · $63.1bn book | $170m | 0.3% | 12,687,151 | +$35m+3,351,220 | Added |
| Tiger Global Management LLC Long/short equity · $24.0bn book | $147m | 0.6% | 11,032,555 | -$11m0 | Held |
| Marshall Wace LLP Quantitative · $127bn book | $122m | 0.1% | 9,100,321 | -$24m-1,057,871 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $94m | 0.2% | 7,052,718 | +$16m+1,596,944 | Added |
| Dragoneer Investment Group LLC Long/short equity · $2.8bn book | $66m | 2.3% | 4,954,299 | -$5.0m0 | Held |
| Discovery Capital Management LLC Macro · $2.4bn book | $48m | 2.0% | 3,587,500 | +$16m+1,345,800 | Added |
| Rokos Capital Management LLP Macro · $26.8bn book | $38m | 0.1% | 2,810,589 | opened2,810,589 | New |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $35m | 0.1% | 2,615,567 | +$32m+2,381,850 | Added |
| ARK Investment Management LLC Long-only · $15.4bn book | $14m | 0.1% | 1,071,519 | -$2.5m-99,246 | Trimmed |
| Polen Capital Management LLC Long-only · $11.6bn book | $10m | 0.1% | 752,747 | -$7.4m-464,491 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Winton Group Ltd · Quantitative$16m held before
- Voloridge Investment Management LLC · Quantitative$14m held before
- PDT Partners LLC · Quantitative$9.7m held before
- Acadian Asset Management LLC · Quantitative$3.4m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Maverick Capital Ltd · calls$188m notional
- Rokos Capital Management LLP · calls$33m notional
What NU is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around NU →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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