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NU HLDGS LTD

Holders

4

Combined Value

$1.36B

Combined Shares

94,647,156

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$8.94$11.97$15.01$18.04Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $12.89Q3 2024 · implied price $13.65Q4 2024 · implied price $10.36Q1 2025 · implied price $10.24Q2 2025 · implied price $13.72Q3 2025 · implied price $16.01Q4 2025 · implied price $16.74Q1 2026 · implied price $14.37Warren Buffett - Berkshire Hathaway · bought 107,118,784 shares @ ~$12.89 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 59,142,605 shares @ ~$12.89 · Q2 2024 (new position)Chase Coleman - Tiger Global Management · bought 18,433,113 shares @ ~$12.89 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 11,597,153 shares @ ~$12.89 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 3,658,025 shares @ ~$13.65 · Q3 2024Warren Buffett - Berkshire Hathaway · sold 20,679,787 shares @ ~$13.65 · Q3 2024Jim Simons - Renaissance Technologies · sold 676,353 shares @ ~$13.65 · Q3 2024Philippe Laffont - Coatue Management · bought 16,968,600 shares @ ~$10.36 · Q4 2024Stanley Druckenmiller - Duquesne Family Office · bought 467,255 shares @ ~$10.36 · Q4 2024 (new position)Warren Buffett - Berkshire Hathaway · sold 46,258,829 shares @ ~$10.36 · Q4 2024Chase Coleman - Tiger Global Management · sold 9,554,254 shares @ ~$10.36 · Q4 2024Jim Simons - Renaissance Technologies · sold 706,149 shares @ ~$10.36 · Q4 2024Chase Coleman - Tiger Global Management · bought 2,153,696 shares @ ~$10.24 · Q1 2025Warren Buffett - Berkshire Hathaway · sold 40,180,168 shares @ ~$10.36 · Q1 2025 (sold out)Philippe Laffont - Coatue Management · sold 23,977,233 shares @ ~$10.24 · Q1 2025Jim Simons - Renaissance Technologies · sold 5,717,351 shares @ ~$10.24 · Q1 2025Stanley Druckenmiller - Duquesne Family Office · sold 467,255 shares @ ~$10.36 · Q1 2025 (sold out)Jim Simons - Renaissance Technologies · bought 12,214,813 shares @ ~$13.72 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · bought 3,415,365 shares @ ~$13.72 · Q2 2025 (new position)Philippe Laffont - Coatue Management · sold 7,349,298 shares @ ~$13.72 · Q2 2025Stephen Mandel - Lone Pine Capital · bought 25,406,449 shares @ ~$16.01 · Q3 2025 (new position)Stanley Druckenmiller - Duquesne Family Office · sold 1,961,185 shares @ ~$16.01 · Q3 2025Philippe Laffont - Coatue Management · sold 1,143,924 shares @ ~$16.01 · Q3 2025Jim Simons - Renaissance Technologies · sold 671,742 shares @ ~$16.01 · Q3 2025Jim Simons - Renaissance Technologies · bought 6,694,889 shares @ ~$16.74 · Q4 2025Stephen Mandel - Lone Pine Capital · bought 4,223,788 shares @ ~$16.74 · Q4 2025Philippe Laffont - Coatue Management · sold 1,548,412 shares @ ~$16.74 · Q4 2025Stanley Druckenmiller - Duquesne Family Office · sold 1,454,180 shares @ ~$16.01 · Q4 2025 (sold out)Stephen Mandel - Lone Pine Capital · bought 8,380,988 shares @ ~$14.37 · Q1 2026Philippe Laffont - Coatue Management · sold 16,416,787 shares @ ~$14.37 · Q1 2026Jim Simons - Renaissance Technologies · sold 6,465,460 shares @ ~$14.37 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$546.22M4.35%~$15.73BUY Q1 2026Q1 2026
Philippe Laffont - Coatue Management$421.52M1.45%~$12.39SELL Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$233.80M0.37%~$14.45SELL Q1 2026Q1 2026
Chase Coleman - Tiger Global Management$158.54M0.69%~$12.37BUY Q1 2025Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Philippe Laffont - Coatue ManagementSELL−$235.91M~$14.37
Q1 2026Stephen Mandel - Lone Pine CapitalBUY+$120.43M~$14.37
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$92.91M~$14.37
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$112.08M~$16.74
Q4 2025Stephen Mandel - Lone Pine CapitalBUY+$70.71M~$16.74
Q4 2025Philippe Laffont - Coatue ManagementSELL−$25.92M~$16.74
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$23.28M~$16.01
Q3 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$406.76M~$16.01
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeSELL−$31.40M~$16.01
Q3 2025Philippe Laffont - Coatue ManagementSELL−$18.31M~$16.01
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$10.76M~$16.01
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$167.61M~$13.72
Q2 2025Philippe Laffont - Coatue ManagementSELL−$100.83M~$13.72
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$46.86M~$13.72
Q1 2025Warren Buffett - Berkshire HathawaySOLD OUT−$416.27M~$10.36
Q1 2025Philippe Laffont - Coatue ManagementSELL−$245.53M~$10.24
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$58.55M~$10.24
Q1 2025Chase Coleman - Tiger Global ManagementBUY+$22.05M~$10.24
Q1 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$4.84M~$10.36
Q4 2024Warren Buffett - Berkshire HathawaySELL−$479.24M~$10.36
Q4 2024Philippe Laffont - Coatue ManagementBUY+$175.79M~$10.36
Q4 2024Chase Coleman - Tiger Global ManagementSELL−$98.98M~$10.36
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$7.32M~$10.36
Q4 2024Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$4.84M~$10.36
Q3 2024Warren Buffett - Berkshire HathawaySELL−$282.28M~$13.65

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026494,647,156-13.3%$1.36B$14.37
Q4 20254109,148,415+7.8%$1.83B$16.74
Q3 20255101,232,330+27.2%$1.62B$16.01
Q2 2025479,602,732+11.6%$1.09B$13.72
Q1 2025371,321,852-48.9%$730.34M$10.24
Q4 20245139,510,163-21.9%$1.45B$10.36
Q3 20244178,593,540-9.0%$2.44B$13.65
Q2 20244196,291,655$2.53B$12.89