Position in NU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$484,778,055
-$79,930,826 QoQ
Shares Held
33,735,425
+0.0% QoQ
Ownership
0.698%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 73%
Shared 6%
None 21%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Derivatives in NU
reported options exposure · as of Mar 31, 2026CallValue
$718,500
CallShares
50,000
PutValue
$63,443,550
PutShares
4,415,000
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $10,399,114,171 across 291 Banks - Regional names. NU ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
13,342,380 | $693,937,182 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
21,783,243 | $648,704,974 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,875,709 | $598,406,282 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,800,557 | $548,253,876 | |
| 5 | NU |
Nu Holdings Ltd.
This page
|
33,735,425 | $484,778,055 | |
| 6 | TFC |
Truist Financial Corp
|
10,228,497 | $470,204,004 | |
| 7 | KEY |
Keycorp /New/
|
14,494,858 | $290,621,901 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
4,568,369 | $273,965,085 |
All Filings in NU
Export CSV
47 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $484,778,055 | 33,735,425 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $63,443,550 | 4,415,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $718,500 | 50,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $564,708,881 | 33,734,103 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $837,000 | 50,000 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $173,958,732 | 10,391,800 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $7,204,500 | 450,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $107,747,300 | 6,730,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $545,583,398 | 34,077,664 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $61,573,988 | 4,487,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $40,168,044 | 2,927,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $296,285,222 | 21,595,133 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $113,835,753 | 11,116,773 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $31,646,894 | 3,090,517 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $24,623,104 | 2,404,600 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $143,425,309 | 13,844,142 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $36,778,176 | 3,550,017 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $9,317,784 | 899,400 | Call | Defined | 2025-02-11 | |
| 2024-09-30 | $9,546,810 | 699,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $10,920,000 | 800,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $350,734,236 | 25,694,816 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,659,300 | 1,370,000 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $31,572,766 | 2,449,400 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $154,995,352 | 12,024,465 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $35,245,992 | 2,954,400 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $157,707,761 | 13,219,427 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $3,579,000 | 300,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $83,402,540 | 10,012,310 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,636,845 | 196,500 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $8,055,943 | 967,100 | Call | Defined | 2024-05-14 | |
| 2023-09-30 | $16,382,048 | 2,259,593 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $7,148,500 | 986,000 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $23,181,150 | 3,197,400 | Call | Defined | 2024-05-15 | |
| 2023-06-30 | $11,046,000 | 1,400,000 | Call | Defined | 2024-05-14 | |
| 2023-06-30 | $294,297 | 37,300 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $19,855,161 | 2,516,497 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $10,485,103 | 2,202,753 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $9,032,794 | 2,219,360 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,760,000 | 400,000 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $10,795,470 | 2,453,516 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $664,400 | 151,000 | Put | Defined | 2024-05-14 | |
| 2022-06-30 | $1,496,000 | 400,000 | Put | Defined | 2024-05-14 | |
| 2022-06-30 | $3,929,139 | 1,050,572 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $3,860,000 | 500,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,544,223 | 200,029 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $4,632,000 | 600,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $44,158,084 | 4,707,685 | Shares | Defined | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||