Position in NU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$994,603,929
-$52,066,562 QoQ
Shares Held
74,446,402
+2.2% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#8
of 847 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $2,844,229,398 across 15 Banks - Regional names. NU ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
51,506,124 | $1,495,222,779 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
74,446,402 | $994,603,929 | |
| 3 | LYG |
Lloyds Banking Group plc
|
26,155,105 | $152,484,262 | |
| 4 | BAP |
Credicorp Ltd
|
278,043 | $108,319,990 | |
| 5 | KB |
KB Financial Group Inc.
|
396,115 | $41,576,229 | |
| 6 | UMBF |
Umb Financial Corp
|
182,176 | $26,007,445 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
1,099,664 | $10,534,781 | |
| 8 | EWBC |
East West Bancorp Inc
|
42,821 | $5,527,762 |
All Filings in NU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,603,929 | 74,446,402 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,046,670,491 | 72,837,195 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,237,732,080 | 73,938,595 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,192,403,954 | 74,478,698 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,012,799,039 | 73,819,172 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $788,300,482 | 76,982,469 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $809,647,996 | 78,151,351 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,365,434,029 | 100,031,797 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,295,474,956 | 100,502,324 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,192,589,930 | 99,965,627 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $66,222,733 | 7,949,908 | Shares | Sole | 2024-01-29 | |
| 2021-12-31 | $114,203,779 | 12,175,243 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||