3 tracked superinvestors hold NU HLDGS LTD (NU), worth $1.2B combined, led by Stephen Mandel. Smart money is accumulating NU as of the latest 13F filings.
Current price
$15.37
+3.4%
1Y
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States. The company provides spending solutions comprising Nu credit and prepaid card, a digitally enabled card that acts as a credit and a prepaid card; Nubank+ Tier, an evolution of the Nu experience; Ultraviolet credit and prepaid card, a premium metal credit card; mobile payment…
Market cap
$69.8B
P/E
24.9
Div yield
0.0%
Revenue YoY
43.0%
Analyst target
$16
Snapshot for context · 21 analysts. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.2B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating NU: 1 funds added or opened versus 0 trimming.
NU HLDGS LTD (NU) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 0 other tracked funds, for $1.2B of combined disclosed exposure.
The largest position belongs to Stephen Mandel at 3.9% 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 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 3.9% | $631M | |
| Held | 0.8% | $392M | |
| Held | 0.6% | $147M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $7M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Cristina Helena Zingaretti Junqueira | Officer | 65,000 | $956K | 2026-08-25 |
| Zj Wy Llc | Officer | 300,000 | $4M | 2026-08-17 |
| Victory Lane Capital Ltd | Officer | 100,000 | $1M | 2026-08-17 |
Which superinvestors own NU?
3 tracked funds hold NU HLDGS LTD (NU), the largest being Stephen Mandel (Lone Pine Capital) at 3.9% 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 0 trimmed it.
How much NU do tracked funds hold?
Combined disclosed long exposure to NU across tracked superinvestors is $1.2B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.