Position in NU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,939,289
-$4,414,193 QoQ
Shares Held
3,288,869
-2.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#119
of 847 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 30%
Shared 70%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Derivatives in NU
reported options exposure · as of Jun 30, 2026CallValue
$3,181,016
CallShares
238,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tidal Investments LLC holds $314,131,597 across 62 Banks - Regional names. NU ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
520,182 | $128,079,211 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
3,288,869 | $43,939,289 | |
| 3 | CUBI |
Customers Bancorp, Inc.
|
299,421 | $23,684,200 | |
| 4 | IBN |
Icici Bank Ltd
|
409,799 | $11,896,464 | |
| 5 | EWBC |
East West Bancorp Inc
|
81,181 | $10,479,654 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
145,378 | $10,186,636 | |
| 7 | WAL |
Western Alliance Bancorporation
|
106,374 | $8,743,942 | |
| 8 | TFC |
Truist Financial Corp
|
157,439 | $7,843,610 |
All Filings in NU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,181,016 | 238,100 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $43,939,289 | 3,288,869 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,464,759 | 310,700 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $48,353,482 | 3,364,891 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,532,220 | 3,317,337 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $5,927,634 | 354,100 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $9,399,471 | 587,100 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $57,636,143 | 3,600,009 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,481,222 | 3,096,299 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $28,983,859 | 2,830,455 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $1,464 | 143 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $23,739,452 | 2,291,453 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $31,571,848 | 2,312,956 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $23,834,769 | 1,849,090 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,506,744 | 1,886,567 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $24,605,895 | 2,953,889 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $13,106,817 | 1,807,837 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $14,733,217 | 1,867,328 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $239,770 | 50,372 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,136,152 | 1,016,254 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,185,745 | 724,033 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $2,545,473 | 680,608 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||