Position in NU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$623,614
-$169,402 QoQ
Shares Held
43,397
-24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Catalyst Funds Management Pty Ltd holds $9,478,288 across 17 Banks - Regional names. NU ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
19,800 | $1,831,896 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
836 | $1,575,575 | |
| 3 | BPOP |
Popular, Inc.
|
9,669 | $1,297,289 | |
| 4 | NU |
Nu Holdings Ltd.
This page
|
43,397 | $623,614 | |
| 5 | MTB |
M&T Bank Corp
|
2,913 | $602,175 | |
| 6 | EWBC |
East West Bancorp Inc
|
5,000 | $533,800 | |
| 7 | TFC |
Truist Financial Corp
|
9,560 | $439,473 | |
| 8 | CATY |
Cathay General Bancorp
|
6,972 | $347,623 |
All Filings in NU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,614 | 43,397 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $793,016 | 57,800 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $15,867,590 | 1,231,000 | Shares | Sole | 2024-12-18 | |
| No filing history on record for this holder in this stock. | ||||||