NU HLDGS LTD NU
ORD SHS CL A · Common Stock · CUSIP G6683N103 · ISIN KYG6683N1034
- SectorFinancials
- IndustryFinance Services
- HeadquartersCayman Islands
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($103.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.37. Options: 38 managers hold calls ($615.0m notional), 30 hold puts ($456.6m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 252 |
| Q4 2022 | 264 |
| Q1 2023 | 301 |
| Q2 2023 | 352 |
| Q3 2023 | 405 |
| Q4 2023 | 497 |
| Q1 2024 | 574 |
| Q2 2024 | 609 |
| Q3 2024 | 652 |
| Q4 2024 | 712 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 182 | 94 |
| Q2 2023 | 187 | 136 |
| Q3 2023 | 268 | 121 |
| Q4 2023 | 297 | 158 |
| Q1 2024 | 352 | 222 |
| Q2 2024 | 351 | 238 |
| Q3 2024 | 335 | 313 |
| Q4 2024 | 359 | 332 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $592.3m | $301.6m | 0.51 |
| Q2 2024 | $624.5m | $439.4m | 0.70 |
| Q3 2024 | $813.8m | $574.1m | 0.71 |
| Q4 2024 | $615.0m | $456.6m | 0.74 |
Biggest buyers
| MORGAN STANLEY | Added | +42.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +17.3m |
| COATUE MANAGEMENT LLC | Added | +17.0m |
| D1 Capital Partners L.P. | New | +14.9m |
| BAILLIE GIFFORD & CO | Added | +14.9m |
| UBS Group AG | Added | +11.0m |
| BNP PARIBAS FINANCIAL MARKETS | New | +9.3m |
| Jericho Capital Asset Management L.P. | New | +8.9m |
| Assenagon Asset Management S.A. | Added | +8.8m |
| NORTHERN TRUST CORP | Added | +7.9m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -142.1m |
| JENNISON ASSOCIATES LLC | Reduced | -60.3m |
| Berkshire Hathaway Inc | Reduced | -46.3m |
| SCGE MANAGEMENT, L.P. | Reduced | -24.5m |
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -21.9m |
| SC US (TTGP), LTD. | Reduced | -16.6m |
| Technology Crossover Management X, Ltd. | Reduced | -13.9m |
| GOLDMAN SACHS GROUP INC | Reduced | -11.9m |
| FIL Ltd | Reduced | -11.3m |
| Capital International Investors | Reduced | -11.1m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $190.6m18.4m shares |
| Parallax Volatility Advisers, L.P. | Added | $78.4m7.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $54.4m5.3m shares |
| SIMPLEX TRADING, LLC | Added | $39.3m3.8m shares |
| Symmetry Investments LP | New | $27.5m2.7m shares |
| BANK OF AMERICA CORP /DE/ | Added | $25.3m2.4m shares |
| JANE STREET GROUP, LLC | Reduced | $21.0m2.0m shares |
| Absoluto Partners Gestao de Recursos Ltda | Reduced | $20.9m2.0m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $20.3m2.0m shares |
| D. E. Shaw & Co., Inc. | Reduced | $16.9m1.6m shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $125.9m12.2m shares |
| BANK OF AMERICA CORP /DE/ | Added | $55.9m5.4m shares |
| JPMORGAN CHASE & CO | Reduced | $46.9m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $44.9m4.3m shares |
| GOLDMAN SACHS GROUP INC | Added | $36.8m3.6m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $22.4m2.2m shares |
| SIMPLEX TRADING, LLC | Added | $16.6m1.6m shares |
| IMC-Chicago, LLC | Added | $10.4m1.0m shares |
| Squarepoint Ops LLC | Reduced | $10.2m984.2k shares |
| Walleye Trading LLC | Added | $9.6m922.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Rua California Ltd. 13G · exempt (held before listing) filed 2025-10-17 | 19.2% |
| BlackRock, Inc. 13G · institution filed 2026-04-24 | 8.4% |
| BAILLIE GIFFORD & CO 13G · institution -1.0 pts · filed 2026-08-03 | 6.0% |
Fell to 5% or below in the last year: Capital Research Global Investors (4.9%, 2025-11-13)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 256.7m $2.7bn | Reduced -9.2m |
| Capital Research Global Investors 0.51% of their portfolio | 238.9m $2.5bn | Reduced -9.1m |
| SC US (TTGP), LTD. 19.58% of their portfolio | 234.3m $2.4bn | Reduced -16.6m |
| BAILLIE GIFFORD & CO 1.79% of their portfolio | 225.0m $2.3bn | Added +14.9m |
| MORGAN STANLEY 0.09% of their portfolio | 118.1m $1.2bn | Added +42.5m |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 111.6m $1.2bn | Reduced -142.1m |
| STATE STREET CORP 0.03% of their portfolio | 84.8m $878.1m | Added +5.9m |
| COATUE MANAGEMENT LLC 2.78% of their portfolio | 79.8m $826.4m | Added +17.0m |
| WCM INVESTMENT MANAGEMENT, LLC 1.96% of their portfolio | 78.2m $832.3m | Reduced -21.9m |
| FMR LLC 0.04% of their portfolio | 61.0m $632.1m | Reduced -788.4k |
| SANDS CAPITAL MANAGEMENT, LLC 1.78% of their portfolio | 58.0m $600.8m | Reduced -5.8m |
| Technology Crossover Management X, Ltd. 82.69% of their portfolio | 55.8m $577.9m | Reduced -13.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 43.6m $452.2m | Reduced -4.0m |
| NORGES BANK 0.06% of their portfolio | 43.2m $447.8m | Added +4.6m |
| Berkshire Hathaway Inc 0.16% of their portfolio | 40.2m $416.3m | Reduced -46.3m |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 37.5m $388.3m | Reduced -103.4k |
| JENNISON ASSOCIATES LLC 0.23% of their portfolio | 36.5m $378.0m | Reduced -60.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 33.8m $348.8m | Added +1.2m |
| Artisan Partners Limited Partnership 0.53% of their portfolio | 33.4m $345.7m | Reduced -2.6m |
| a16z Perennial Management, L.P. 18.66% of their portfolio | 30.6m $316.7m | Added +1.9m |
| Legal & General Group Plc 0.07% of their portfolio | 26.9m $278.8m | Added +1.2m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 25.5m $264.1m | Added +7.9m |
| Ribbit Management Company, LLC 29.58% of their portfolio | 25.2m $261.5m | Added +4.6m |
| FIL Ltd 0.24% of their portfolio | 24.7m $255.5m | Reduced -11.3m |
| Nuveen Asset Management, LLC 0.07% of their portfolio | 24.4m $252.6m | Added +1.4m |
| Whale Rock Capital Management LLC 2.71% of their portfolio | 22.1m $228.8m | Reduced -432.0k |
| Kontiki Capital Management (HK) Ltd. 19.07% of their portfolio | 21.1m $218.7m | Added +2.7m |
| Robeco Institutional Asset Management B.V. 0.41% of their portfolio | 21.0m $218.0m | Added +1.1m |
| SOFTBANK GROUP CORP. 0.93% of their portfolio | 21.0m $217.7m | Reduced -2.3m |
| VANGUARD GROUP INC 0.00% of their portfolio | 19.6m $203.2m | Added +191.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 19.2m $199.2m | Added +5.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.15% of their portfolio | 18.1m $187.6m | Added +17.3m |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 18.1m $187.2m | Added +1.7m |
| Invesco Ltd. 0.03% of their portfolio | 17.3m $178.8m | Reduced -1.3m |
| Assenagon Asset Management S.A. 0.30% of their portfolio | 16.0m $165.8m | Added +8.8m |
| Capital International Investors 0.03% of their portfolio | 15.5m $161.0m | Reduced -11.1m |
| D1 Capital Partners L.P. 2.56% of their portfolio | 14.9m $154.2m | New |
| CITIGROUP INC 0.14% of their portfolio | 14.5m $150.2m | Reduced -198.5k |
| UBS Group AG 0.03% of their portfolio | 14.2m $147.2m | Added +11.0m |
| Advent International, L.P. 3.37% of their portfolio | 13.9m $144.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 13.8m $143.4m | Reduced -11.9m |
| SEI INVESTMENTS CO 0.18% of their portfolio | 13.6m $141.1m | Reduced -3.2m |
| WASATCH ADVISORS LP 0.70% of their portfolio | 13.6m $140.7m | Reduced -6.5m |
| Aberdeen Group plc 0.25% of their portfolio | 13.0m $135.8m | Added +1.7m |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 12.8m $132.9m | Reduced -1.0m |
| MAVERICK CAPITAL LTD 2.29% of their portfolio | 12.3m $127.4m | Added +175.4k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 11.6m $120.3m | Reduced -2.6m |
| REDPOINT MANAGEMENT, LLC 34.58% of their portfolio | 10.6m $109.8m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.39% of their portfolio | 10.6m $109.7m | Added +1.3m |
| WASHINGTON UNIVERSITY 91.76% of their portfolio | 10.4m $107.8m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio | 10.2m $105.8m | Reduced -706.1k |
| Capital World Investors 0.02% of their portfolio | 10.0m $103.4m | Reduced -15.1k |
| Dragoneer Investment Group, LLC 1.79% of their portfolio | 9.9m $102.7m | Unchanged |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 33.48% of their portfolio | 9.4m $97.5m | Reduced -8.6m |
| Coronation Fund Managers Ltd. 5.69% of their portfolio | 9.3m $96.7m | Added +4.8m |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 9.3m $96.3m | New |
| Jericho Capital Asset Management L.P. 1.32% of their portfolio | 8.9m $92.2m | New |
| TIGER GLOBAL MANAGEMENT LLC 0.35% of their portfolio | 8.9m $92.0m | Reduced -9.6m |
| SCGE MANAGEMENT, L.P. 1.66% of their portfolio | 8.6m $89.6m | Reduced -24.5m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 8.6m $89.0m | Reduced -89.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 8.0m $82.7m | Reduced -844.5k |
| Amundi 0.03% of their portfolio | 7.7m $86.3m | Added +1.3m |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 7.5m $77.5m | Added +504.9k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 7.2m $74.1m | Reduced -79.3k |
| SurgoCap Partners LP 4.29% of their portfolio | 7.2m $74.1m | Added +147.4k |
| Sands Capital Alternatives, LLC 15.82% of their portfolio | 7.0m $72.7m | Added +1.5m |
| PUBLIC INVESTMENT FUND 0.37% of their portfolio | 6.8m $70.7m | Added +3.0m |
| Swiss National Bank 0.05% of their portfolio | 6.7m $69.1m | Reduced -60.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.30% of their portfolio | 6.6m $68.1m | Added +702.1k |
| Perpetual Ltd 0.80% of their portfolio | 6.6m $67.9m | Reduced -801.7k |
| GenTrust, LLC 2.93% of their portfolio | 6.5m $67.2m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 6.0m $62.4m | Added +1.8m |
| Amova Asset Management Americas, Inc. 0.60% of their portfolio | 5.4m $55.7m | Reduced -787.7k |
| Polar Capital Holdings Plc 0.31% of their portfolio | 5.4m $55.6m | Added +1.6m |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 5.3m $55.0m | Added +770.4k |
| California Public Employees Retirement System 0.04% of their portfolio | 5.2m $53.4m | Reduced -332.5k |
| Focus Partners Wealth 0.07% of their portfolio | 5.0m $51.6m | New |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 4.9m $50.7m | Added +4.0m |
| Partners Group Holding AG 1.78% of their portfolio | 4.8m $49.7m | New |
| Adero Partners, LLC 3.13% of their portfolio | 4.7m $48.5m | Reduced -136.3k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.17% of their portfolio | 4.7m $48.5m | Reduced -379.9k |
| Kora Management LP 6.49% of their portfolio | 4.7m $48.2m | Reduced -1.3m |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 10.35% of their portfolio | 4.6m $47.7m | Reduced -7.3m |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 4.5m $46.7m | Reduced -556.0k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 4.4m $46.0m | Added +3.8m |
| Comprehensive Financial Management LLC 1.26% of their portfolio | 4.4m $45.6m | Unchanged |
| Avala Global LP 2.76% of their portfolio | 4.3m $44.4m | Added +125.6k |
| Squarepoint Ops LLC 0.11% of their portfolio | 4.2m $43.9m | Added +4.0m |
| Alta Park Capital, LP 5.68% of their portfolio | 4.2m $43.4m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.06% of their portfolio | 4.2m $43.4m | Added +23.2k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 4.1m $42.3m | Reduced -20.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.10% of their portfolio | 3.9m $40.8m | Added +2.6m |
| IEQ CAPITAL, LLC 0.38% of their portfolio | 3.8m $39.6m | Reduced -504.4k |
| Atreides Management, LP 1.24% of their portfolio | 3.8m $39.5m | New |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 3.8m $39.3m | Added +1.1m |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 3.6m $37.8m | Reduced -5.2m |
| Marcho Partners LLP 12.55% of their portfolio | 3.5m $36.7m | Added +1.4m |
| ThornTree Capital Partners LP 6.08% of their portfolio | 3.5m $36.2m | Added +461.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 3.2m $33.4m | Reduced -997.7k |
| BAMCO INC /NY/ 0.08% of their portfolio | 3.2m $32.6m | Reduced -559.3k |