Steve Mandel's NU Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 38.01 M shares of Nu Holdings Ltd. (NU) worth $546.22 M, representing 4.35% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Steve Mandel has maintained this position in NU for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 8.38 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's Nu Holdings (NU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Nu Holdings (NU) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8.38 M | Add 28.29% | 38.01 M | $14.37 |
| Q4 2025 | +4.22 M | Add 16.62% | 29.63 M | $16.74 |
| Q3 2025 | +25.41 M | New Buy | 25.41 M | $16.01 |
Steve Mandel's Nu Holdings Investment FAQs
Steve Mandel first purchased Nu Holdings Ltd. (NU) in Q3 2025, acquiring 25,406,449 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Nu Holdings Ltd. (NU) for 3 quarters since Q3 2025.
Steve Mandel's largest addition to Nu Holdings Ltd. (NU) was in Q3 2025, adding 25,406,449 shares worth $406.76 M.
According to the latest 13F filing for Q1 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 38,011,225 shares of Nu Holdings Ltd. (NU), valued at approximately $546.22 M.
As of the Q1 2026 filing, Nu Holdings Ltd. (NU) represents approximately 4.35% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Nu Holdings Ltd. (NU) was 38,011,225 shares, as reported at the end of Q1 2026.