InvestorLens

NU — NU HOLDINGS LTD

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying NU?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
68
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their NU position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Philippe Laffont, Steve Mandel, Chase Coleman)
  • +9 tracked investors reported holding NU at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About NU HOLDINGS LTD (NU)

NU HOLDINGS LTD (NU) appears in the most recent 13F filings of 9 tracked institutional investors. The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $766M. Across recent filings, tracked investors recorded 8 new positions, 0 increased, 2 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in NU

73
/100
Institutional Accumulation
Added / Increased8
Reduced2
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track NU

60
/100
Popular Trade
9investors

This stock has strong institutional presence.

UndiscoveredCrowded
151015+

NU Ownership Composition

How NU HOLDINGS LTD is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
97% of tracked value
Institutions
9
tracked investors
Total Reported
$1.7B
combined 13F value
Sectors3
  • Other97.3%
  • Hedge Funds1.8%
  • Growth Funds1.0%
Other(7)
97.3%
Hedge Funds(1)
1.8%
Growth Funds(1)
1.0%

Tracked investors reporting NU

  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    29.3M
    Value
    $421.5M
    % Portfolio
    1.45%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    28.6M
    Value
    $410.3M
    % Portfolio
    0.07%
  • Steve MandelMar 31, 2026
    Lone Pine Capital
    Shares
    38M
    Value
    $546.2M
    % Portfolio
    4.35%
  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    11M
    Value
    $158.5M
    % Portfolio
    0.69%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    4.6M
    Value
    $66.7M
    % Portfolio
    0.03%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    2.1M
    Value
    $29.5M
    % Portfolio
    0.04%
  • Stanley DruckenmillerSep 30, 2025
    Duquesne Family Office
    Shares
    1.5M
    Value
    $23.3M
    % Portfolio
    0.57%
  • Cathie WoodMar 31, 2026
    ARK Investment Management
    Shares
    1.2M
    Value
    $16.8M
    % Portfolio
    0.13%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    803.1K
    Value
    $11.5M
    % Portfolio
    0.02%

Recent activity

Frequently asked questions

How many institutional investors hold NU?
9 tracked institutional investors disclosed a position in NU (NU HOLDINGS LTD) in their most recent 13F filing.
Who is the largest institutional holder of NU?
Philippe Laffont, Coatue Management, holds the largest disclosed position in NU, valued at $766M.
Did institutional ownership of NU increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 0 increased, 2 reduced, and 1 fully exited NU.
Where does this NU ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.