Position in NU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$617,779
+$427,219 QoQ
Shares Held
46,241
+248.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#515
of 846 holders
Holding Since
Mar 2025
6 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 Mar 31, 2026CallValue
$306
CallShares
600
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, 2026Interchange Capital Partners, LLC holds $2,439,677 across 5 Banks - Regional names. NU ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,907 | $1,208,201 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
46,241 | $617,779 | |
| 3 | USB |
US Bancorp De
|
4,355 | $263,042 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
3,094 | $214,073 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
14,257 | $136,582 |
All Filings in NU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,779 | 46,241 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $306 | 600 | Call | Sole | 2026-04-24 | |
| 2026-03-31 | $190,560 | 13,261 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $760,146 | 45,409 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $652,023 | 40,726 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $316,739 | 23,086 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $306 | 600 | Call | Sole | 2025-04-30 | |
| 2025-03-31 | $191,754 | 18,726 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||