SYLEBRA CAPITAL LLC: NU HOLDINGS LTD (NU): Quarterly 13F Position History
As of Q1 2026, SYLEBRA CAPITAL LLC reported 466,419 shares of NU HOLDINGS LTD (NU), worth $6.7M and representing 0.9% of its 13F equity book. Quarter-over-quarter share count change: 642,804 (-58.0%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 466,419Shares Held (Latest Filing)
- $6.7MReported Market Value (Latest Filing)
- 0.9%Portfolio Weight (% of 13F Equity Book)
- 642,804Quarter-over-Quarter Share Change
- -$11.9MQuarter-over-Quarter Value Change
- 5,054,959Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 466,419 | 642,804 | -58.0% | $6.7M | 0.9% | $14.4 |
| Q4 2025 | 1,109,223 | 2,077,303 | -65.2% | $18.6M | 1.6% | $16.7 |
| Q3 2025 | 3,186,526 | 369,106 | -10.4% | $51.0M | 2.8% | $16.0 |
| Q2 2025 | 3,555,632 | 0 | — | $48.8M | 2.0% | $13.7 |
| Q1 2025 | 3,555,632 | +1,201,449 | +51.0% | $36.4M | 1.8% | $10.2 |
| Q4 2024 | 2,354,183 | 1,209,468 | -33.9% | $24.4M | 0.7% | $10.4 |
| Q3 2024 | 3,563,651 | 0 | — | $48.6M | 1.6% | $13.7 |
| Q2 2024 | 3,563,651 | 1,491,308 | -29.5% | $45.9M | 1.7% | $12.9 |
| Q1 2024 | 5,054,959 | +344,983 | +7.3% | $60.3M | 2.0% | $11.9 |
| Q4 2023 | 4,709,976 | — | — | $39.2M | 1.5% | $8.3 |
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 SYLEBRA CAPITAL LLC first disclose a NU position in 13F-HR filings?
SYLEBRA CAPITAL LLC first reported NU HOLDINGS LTD (NU) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was SYLEBRA CAPITAL LLC's most recent quarter-over-quarter share-count change in NU?
Between Q4 2025 and Q1 2026, SYLEBRA CAPITAL LLC reduced its NU position by 642,804 shares (-58.0%), leaving 466,419 shares at a market value of $6.7M.
Does the implied price-per-share represent SYLEBRA CAPITAL 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.