MAVERICK CAPITAL LTD: NU HLDGS LTD (NU): Quarterly 13F Position History
As of Q2 2026, MAVERICK CAPITAL LTD reported 35,552,101 shares of NU HLDGS LTD (NU), worth $475.0M and representing 4.3% of its 13F equity book. Quarter-over-quarter share count change: + 13,107,790 (+58.4%) . The position first appeared in Q1 2023 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 35,552,101Shares Held (Latest Filing)
- $475.0MReported Market Value (Latest Filing)
- 4.3%Portfolio Weight (% of 13F Equity Book)
- +13,107,790Quarter-over-Quarter Share Change
- +$152.5MQuarter-over-Quarter Value Change
- 35,552,101Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 35,552,101 | +13,107,790 | +58.4% | $475.0M | 4.3% | $13.4 |
| Q1 2026 | 22,444,311 | +10,729,747 | +91.6% | $322.5M | 3.8% | $14.4 |
| Q4 2025 | 11,714,564 | 9,276,092 | -44.2% | $196.1M | 2.1% | $16.7 |
| Q3 2025 | 20,990,656 | 747,195 | -3.4% | $336.1M | 4.5% | $16.0 |
| Q2 2025 | 21,737,851 | +5,043,941 | +30.2% | $298.2M | 4.6% | $13.7 |
| Q1 2025 | 16,693,910 | +4,399,644 | +35.8% | $170.9M | 3.1% | $10.2 |
| Q4 2024 | 12,294,266 | +175,365 | +1.4% | $127.4M | 2.3% | $10.4 |
| Q3 2024 | 12,118,901 | +213,672 | +1.8% | $165.4M | 3.2% | $13.7 |
| Q2 2024 | 11,905,229 | 147,822 | -1.2% | $153.5M | 2.9% | $12.9 |
| Q1 2024 | 12,053,051 | 2,275,537 | -15.9% | $143.8M | 2.8% | $11.9 |
| Q4 2023 | 14,328,588 | 234,137 | -1.6% | $119.4M | 2.5% | $8.3 |
| Q3 2023 | 14,562,725 | +1,168,080 | +8.7% | $105.6M | 2.5% | $7.3 |
| Q2 2023 | 13,394,645 | +538,492 | +4.2% | $105.7M | 2.3% | $7.9 |
| Q1 2023 | 12,856,153 | – | – | $61.2M | 1.6% | $4.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did MAVERICK CAPITAL LTD first disclose a NU position in 13F-HR filings?
MAVERICK CAPITAL LTD first reported NU HLDGS LTD (NU) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was MAVERICK CAPITAL LTD's most recent quarter-over-quarter share-count change in NU?
Between Q1 2026 and Q2 2026, MAVERICK CAPITAL LTD added 13,107,790 shares of NU (+58.4%), bringing the total reported position to 35,552,101 shares at a market value of $475.0M.
Does the implied price-per-share represent MAVERICK CAPITAL LTD's cost basis in NU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.