INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
Position in NU — Nu Holdings Ltd.
CIK 52024
GREENWOOD VILLAGE, CO
Position in NU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,780,400
+$1,352,524 QoQ
Shares Held
1,256,018
+17.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
4.32%
of 13F equity value
Holder Rank
#191
of 847 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INVESTMENT MANAGEMENT ASSOCIATES INC /ADV holds $43,782,769 across 2 Banks - Regional names. NU ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFIN |
Triumph Financial, Inc.
|
353,851 | $27,002,369 | |
| 2 | NU |
Nu Holdings Ltd.
This page
|
1,256,018 | $16,780,400 |
All Filings in NU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,780,400 | 1,256,018 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,427,876 | 1,073,617 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,546,823 | 928,723 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,978,423 | 498,340 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||