WhaleCreep

Which hedge funds own NU? NU HLDGS LTD, Q2 2026 13F holders

Financial ServicesBanks - Regional

111 tracked hedge funds disclosed a position in NU (NU HLDGS LTD) in their Q2 2026 13F filings, worth $10.6bn in total. The largest holder by portfolio weight is Squadra Investments - Gestao DE Recursos Ltda. at 45.9% of its book. 11 opened a new position this quarter: Aspex Management (HK) Ltd, TB Alternative Assets Ltd., 683 Capital Management, LLC, Rokos Capital Management LLP. 29 exited: Glynn Capital Management LLC, Kids Capital Management, L.P., Sagil Capital LLP.

111
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
11
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
29
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$283m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$286m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$10.6bn
Combined value
Sum of the holders' reported positions in the security.
9.0%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

111 rows
Squadra Investments - Gestao DE Recursos Ltda. Hedge fund45.9%$328m24.53m+10.0%added
Dynamo Internacional Gestao DE Recursos Ltda. Hedge fund36.3%$85.8m6.42m+16%added
Kontiki Capital Management (HK) Ltd. Hedge fund34.2%$521m39.03m+20%added
Ribbit Management Company, LLC Hedge fund25.4%$521m38.99m+32%added
Octahedron Capital Management L.P. Hedge fund12.3%$24.1m1.80m+7.1%added
Kora Management LP Hedge fund11.5%$97.1m7.26m0.0%held
Untitled Investments LP Hedge fund9.8%$25.3m1.89m+12%added
Unison Asset Management LLC Hedge fund8.4%$20.7m1.55m+9.7%added
ThornTree Capital Partners LP Hedge fund8.4%$61.3m4.58m+62%added
Long Walk Management LP Hedge fund7.5%$32.9m2.46m−16%reduced
Aquamarine Financial (Cayman) Ltd Hedge fund6.6%$120m8.98m+798%added
Gemsstock Ltd. Hedge fund6.4%$19.8m1.48m+14%added
Palestra Capital Management LLC Hedge fund6.4%$188m14.04m+26%added
Nwi Management LP Hedge fund6.0%$94.0m7.04m+14%added
Saraza Management, LP Hedge fund5.7%$13.6m1.02m+8.2%added
General Equity Holdings LP Hedge fund4.6%$7.8m582,400+11%added
Verde Servicos Internacionais S.A. Hedge fund4.6%$12.5m934,210+4.0%added
Maverick Capital Ltd Hedge fund4.3%$475m35.55m+58%added
Alta Park Capital, LP Hedge fund4.2%$45.5m3.40m+10%added
Explore Capital Management, LLC Hedge fund3.9%$4.5m334,800−24%reduced
Lone Pine Capital LLC Hedge fund3.9%$631m47.22m+24%added
Metavasi Capital LP Hedge fund3.7%$9.5m710,228+154%added
Deepwater Asset Management, LLC Hedge fund3.5%$7.8m584,989+11%added
SurgoCap Partners LP Hedge fund3.5%$107m8.00m−19%reduced
Strategy Capital LLC Hedge fund3.4%$55.6m4.16m−2.9%reduced
Crosslink Capital Inc Hedge fund3.3%$45.2m3.38m+9.8%added
Foxhaven Asset Management, LP Hedge fund3.1%$116m8.72m+7.7%added
FirstWave Capital Management LLC Hedge fund3.1%$6.9m518,327+79%added
Baillie Gifford Long-only investor2.8%$3.1bn229.93m−6.7%reduced
Eschler Asset Management LLP Hedge fund2.7%$1.5m112,000+60%added
Aspex Management (HK) Ltd Hedge fund2.5%$218m16.29m–new
VR Advisory Services Ltd Hedge fund2.4%$26.6m1.99m+99%added
Dragoneer Investment Group, LLC Hedge fund2.3%$66.2m4.95m0.0%held
Seldon Capital LP Hedge fund2.3%$7.3m544,860−19%reduced
Monolith Management Ltd Hedge fund2.2%$3.7m277,9000.0%held
Discovery Capital Management, LLC Hedge fund2.0%$47.9m3.59m+60%added
TB Alternative Assets Ltd. Hedge fund1.9%$11.9m889,639–new
WCM Investment Management Long-only investor1.8%$977m74.45m+2.2%added
D1 Capital Partners L.P. Hedge fund1.7%$593m44.42m+72%added
Senator Investment Group LP Hedge fund1.6%$43.1m3.23m+32%added
Ninety One North America, Inc. Hedge fund1.5%$32.6m2.44m−5.6%reduced
X-Square Capital, LLC Hedge fund1.3%$5.2m391,437+8.6%added
Cederberg Capital Ltd Hedge fund1.3%$1.3m98,600−63%reduced
L1 Capital Pty Ltd Hedge fund1.2%$35.2m2.63m+24%added
Proem Advisors LLC Hedge fund1.2%$5.7m425,6140.0%held
NZS Capital, LLC Hedge fund1.0%$38.8m2.90m−7.6%reduced
Azora Capital LP Hedge fund1.0%$23.3m1.75m+160%added
Ardsley Advisory Partners LP Hedge fund1.0%$9.0m675,0000.0%held
PARUS FINANCE (UK) Ltd Hedge fund0.9%$3.6m268,123+79%added
683 Capital Management, LLC Hedge fund0.9%$10.0m750,000–new