Position in NU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,143,474
-$496,159 QoQ
Shares Held
235,290
-7.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#340
of 847 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Derivatives in NU
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,271,200
PutShares
170,000
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, 2026Lido Advisors, LLC holds $228,437,051 across 47 Banks - Regional names. NU ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
505,735 | $124,522,071 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
141,936 | $21,931,950 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
413,613 | $21,334,158 | |
| 4 | USB |
US Bancorp \De\
|
251,610 | $15,197,242 | |
| 5 | FITB |
Fifth Third Bancorp
|
105,578 | $5,951,430 | |
| 6 | PB |
Prosperity Bancshares Inc
|
71,604 | $5,229,240 | |
| 7 | MCB |
Metropolitan Bank Holding Corp.
|
34,483 | $3,405,540 | |
| 8 | NU |
Nu Holdings Ltd.
This page
|
235,290 | $3,143,474 |
All Filings in NU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,271,200 | 170,000 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $3,143,474 | 235,290 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,639,633 | 253,280 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||