Position in NU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,056,699
-$7,435,011 QoQ
Shares Held
752,747
-38.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#230
of 847 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $11,163,438 across 2 Banks - Regional names. NU ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
752,747 | $10,056,699 | |
| 2 | IBN |
Icici Bank Ltd
|
38,124 | $1,106,739 |
All Filings in NU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,056,699 | 752,747 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $17,491,710 | 1,217,238 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,382,174 | 1,157,836 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,674,003 | 1,541,162 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,118,937 | 2,486,803 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,410,557 | 2,969,781 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $23,242,359 | 2,243,471 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||