Position in NU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$106,889,726
-$34,885,556 QoQ
Shares Held
8,000,728
-18.9% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#68
of 854 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, 2026SurgoCap Partners LP holds $106,889,726 across 1 Banks - Regional name. NU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
8,000,728 | $106,889,726 |
All Filings in NU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,889,726 | 8,000,728 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $141,775,282 | 9,866,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $176,111,412 | 10,520,395 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $224,226,918 | 14,005,429 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $167,598,032 | 12,215,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $58,386,298 | 5,701,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $74,090,078 | 7,151,552 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,607,016 | 7,004,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,709,602 | 7,580,264 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $81,361,323 | 6,819,893 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,889,397 | 9,950,708 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||