4 tracked superinvestors hold NU HLDGS LTD (NU), worth $1.4B combined, led by Stephen Mandel. Smart money is trimming NU as of the latest 13F filings.
Current price
$13.67
+5.6%
1Y
Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones. The company provides savings solutions,…
Market cap
$69.8B
P/E
24.9
Div yield
0.0%
Revenue YoY
43.0%
Analyst target
$15
Snapshot for context · 21 analysts. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
4
tracked 13F / N-PORT funds
Combined value
$1.4B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing NU: 2 funds trimmed versus 1 adding.
NU HLDGS LTD (NU) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 1 other tracked funds, for $1.4B of combined disclosed exposure.
The largest position belongs to Stephen Mandel at 4.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 4.4% | $546M | |
| Trimmed | 1.5% | $422M | |
| Trimmed | 0.4% | $234M | |
| Held | 0.7% | $159M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own NU?
4 tracked funds hold NU HLDGS LTD (NU), the largest being Stephen Mandel (Lone Pine Capital) at 4.4% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling NU?
In the most recent 13F quarter, 1 tracked fund added or opened NU and 2 trimmed it.
How much NU do tracked funds hold?
Combined disclosed long exposure to NU across tracked superinvestors is $1.4B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.