NU fund manager activity
Nu Holdings Ltd · NYSE. Reported by 16 tracked fund managers in their 13F filings, Q4 2021 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 5,597,914 | $74,788,131 | 0.11% | Aug 14, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | New | 40,000 | $534,400 | 0.01% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | No change | 29,333,576 | $391,896,575 | 0.81% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 44,418,543 | $593,431,734 | 1.71% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 10,008,815 | $133,717,768 | 0.04% | Aug 4, 2026 |
| Joel Greenblatt - Gotham Asset Management | New | 1,416,190 | $18,920,298 | 0.04% | Aug 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 47,219,717 | $630,855,419 | 3.86% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | Added | 35,552,101 | $474,976,069 | 4.29% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 752,747 | $10,056,694 | 0.09% | Aug 4, 2026 |
| Chase Coleman - Tiger Global Management | No change | 11,032,555 | $147,394,937 | 0.61% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | May 18, 2026 |
| Ron Baron - Baron Capital | Added | 3,529,651 | $50,721,085 | 0.15% | May 15, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 29,333,576 | $421,523,487 | 1.45% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 25,890,701 | $372,049,373 | 3.31% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 10,422,671 | $149,773,781 | 0.05% | May 5, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 38,011,225 | $546,221,303 | 4.35% | May 15, 2026 |
| Lee Ainslie - Maverick Capital | Added | 22,444,311 | $322,524,749 | 3.75% | May 15, 2026 |
| Howard Marks - Oaktree Capital Management | Sold out | — | — | 0.00% | May 20, 2026 |
| Polen Capital Management | Added | 1,217,238 | $17,491,709 | 0.12% | May 14, 2026 |
| Chase Coleman - Tiger Global Management | No change | 11,032,555 | $158,537,818 | 0.69% | May 15, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Sold out | — | — | 0.00% | May 15, 2026 |