Palestra Capital Management LLC: NU HOLDINGS LTD (NU): Quarterly 13F Position History
As of Q1 2026, Palestra Capital Management LLC reported 11,122,403 shares of NU HOLDINGS LTD (NU), worth $159.8M and representing 6.3% of its 13F equity book. Quarter-over-quarter share count change: + 1,941,811 (+21.2%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 11,122,403Shares Held (Latest Filing)
- $159.8MReported Market Value (Latest Filing)
- 6.3%Portfolio Weight (% of 13F Equity Book)
- +1,941,811Quarter-over-Quarter Share Change
- +$6.1MQuarter-over-Quarter Value Change
- 11,122,403Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 11,122,403 | +1,941,811 | +21.2% | $159.8M | 6.3% | $14.4 |
| Q4 2025 | 9,180,592 | +779,908 | +9.3% | $153.7M | 5.5% | $16.7 |
| Q3 2025 | 8,400,684 | — | — | $134.5M | 4.4% | $16.0 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Palestra Capital Management LLC first disclose a NU position in 13F-HR filings?
Palestra Capital Management LLC first reported NU HOLDINGS LTD (NU) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in NU?
Between Q4 2025 and Q1 2026, Palestra Capital Management LLC added 1,941,811 shares of NU (+21.2%), bringing the total reported position to 11,122,403 shares at a market value of $159.8M.
Does the implied price-per-share represent Palestra Capital Management LLC'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.