NU
NU Hldgs Ltd
6 of the 83 super-investors we track hold NU, worth a combined $1.28B per their latest 13F filings. The largest position: Lee Ainslie at 4.3% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #312 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.
Why super-investors own NU
NU is held by 6 super-investors in our cohort, with a combined position value of $1.3B. The highest-conviction owner is Lee Ainslie at 4.3% of their portfolio. Cohort ownership has shrunk from 7 to 6 over the last four quarters — net interest is fading. This quarter the cohort registered 1 new positions, 1 added.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 3.9% | 4q | $631M | 47,219,717 |
| 2 | Lee Ainslie | 4.3% | 14q | $475M | 35,552,101 |
| 3 | Chase Coleman | 0.6% | 19q | $147M | 11,032,555 |
| 4 | Joel Greenblatt | <0.1% | 18q | $13M | 1,001,721 |
| 5 | Polen Capital Management | 0.1% | 7q | $10M | 752,747 |
| 6 | Glenn Greenberg | <0.1% | — 1q | $534K | 40,000 |
- 1Stephen Mandelport3.9%val$631M47,219,717 sh·4q held
- 2Lee Ainslieport4.3%val$475M35,552,101 sh·14q held
- 3Chase Colemanport0.6%val$147M11,032,555 sh·19q held
- 4Joel Greenblattport<0.1%val$13M1,001,721 sh·18q held
- 5Polen Capital Managementport0.1%val$10M752,747 sh·7q held
- 6Glenn Greenbergport<0.1%val$534K40,000 sh·—1q held
Owners of NU also hold
Congress is trading NU
Congress tracker →- Rob Bresnahansold$1,001 - $15,000 · 2025-05-23
- Byron Donaldssold$1,001 - $15,000 · 2025-04-10
- Byron Donaldssold$1,001 - $15,000 · 2025-04-10
- Rob Bresnahanbought$1,001 - $15,000 · 2025-03-10
- Byron Donaldsbought$1,001 - $15,000 · 2024-10-01
- Byron Donaldsbought$1,001 - $15,000 · 2024-10-01
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | NEW | <0.1% | +100% | $534K | Aug 14, 2026 |
| Stephen Mandel | ADD | 3.9% | +24% | $631M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP G6683N103. Not investment advice.