Nu Holdings Ltd. (NU) — 13F Filings Explorer (Q2 2026)

NU ranks #593 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NU is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 2.8% of that fund's own 13F portfolio.

NU is a top-conviction position for Technology Crossover Management X, Ltd. — at 71.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NU belongs to BlackRock, Inc., but the position matters far more to Technology Crossover Management X, Ltd., who has 71.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Maverick Capital LTD has added to its NU position for two straight quarters, increasing it by $466.6M to reach $662.7M today.

Baillie Gifford & Co has trimmed its NU position for two straight quarters, cutting it by $1.2B while still holding $3.1B.

NU is up 6.5% today, and institutions have been net buyers of $2.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

NU closed its latest fiscal year with net income of $2.9B.

• Profitable — net income of $2.9B in the latest fiscal year
• Revenue grew 37.0% year over year
• Net income improved year over year, from $2.0B to $2.9B
• Operating cash flow was negative, using $427.3M in cash
• Liabilities run 756813.27x equity — a highly leveraged balance sheet worth noting