Position in NU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,659,806
-$125,479 QoQ
Shares Held
124,237
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#391
of 836 holders
Holding Since
Dec 2024
7 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, 2026Cache Advisors, LLC holds $2,074,606 across 2 Banks - Regional names. NU ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
This page
|
124,237 | $1,659,806 | |
| 2 | HAPN |
Happen, Inc.
|
20,000 | $414,800 |
All Filings in NU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,806 | 124,237 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,785,285 | 124,237 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,547,621 | 271,662 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,325,388 | 145,246 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,063,114 | 441,918 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,525,240 | 441,918 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,578,270 | 441,918 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||