Position in NU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$94,780,808
+$8,345,690 QoQ
Shares Held
7,094,372
+17.9% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#77
of 846 holders
Holding Since
Dec 2023
11 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, 2026Perpetual Ltd holds $256,429,014 across 10 Banks - Regional names. NU ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
7,094,372 | $94,780,808 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
6,388,941 | $52,197,647 | |
| 3 | PB |
Prosperity Bancshares Inc
|
593,322 | $43,330,304 | |
| 4 | HDB |
Hdfc Bank Ltd
|
1,556,670 | $40,208,784 | |
| 5 | BBD |
Bank Bradesco
|
3,599,934 | $12,491,770 | |
| 6 | IBN |
Icici Bank Ltd
|
261,467 | $7,590,385 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
9,058 | $2,230,259 | |
| 8 | BAP |
Credicorp Ltd
|
4,865 | $1,895,306 |
All Filings in NU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,780,808 | 7,094,372 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $86,435,118 | 6,014,970 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $46,663,920 | 2,787,570 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $21,184,159 | 1,323,183 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $18,154,070 | 1,323,183 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $16,941,885 | 1,654,481 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $67,937,408 | 6,557,665 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $100,454,826 | 7,359,328 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $114,764,734 | 8,903,393 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $127,161,929 | 10,659,005 | Shares | Defined | 2024-04-16 | |
| 2023-12-31 | $109,340,604 | 13,126,123 | Shares | Defined | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||