$NU is held by 26 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.92%, with an average of 0.80% of portfolio. Largest holder: Explore Capital Management, LLC at 5.92%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
NU HLDGS LTD
13F holders
839
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 839 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
Parthenon LLC
—
—
03
Envestnet Asset Management Inc.
—
—
04
Axa S.a.
—
—
05
State Street
—
—
06
Solus Alternative Asset Management LP
—
—
07
US Bancorp De
—
—
08
ProShare Advisors LLC
—
—
09
Immersion Corp.
—
—
10
Brightline Capital Management, LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
26 holders · Q1 202601
Explore Capital Management, LLC
5.92% NEW
α +15.5pts
02
PMC FIG Opportunities LLC
3.79% NEW
α +12.0pts
03
Seldon Capital LP
3.56% held
α +20.5pts
04
Coatue Management LLC Philippe Laffont
1.45% held
α +34.1pts
05
ANTIPODES PARTNERS Ltd
1.16% held
α +10.8pts
06
Nikko Asset Management Americas, Inc.
0.89% held
α +22.1pts
07
Aigen Investment Management, LP
0.75% NEW
α +50.5pts
08
Capital Markets Trading UK LLP
0.56% NEW
α +19.5pts
09
Kingdon Capital Management, L.l.c.
0.41% NEW
α +12.8pts
10
Triasima Portfolio Management inc.
0.35% held
α +15.7pts
11
WINTON GROUP Ltd
0.28% NEW
α +27.0pts
12
Euro Pacific Asset Management, LLC
0.17% held
α +72.3pts
13
Banco Santander, S.A.
0.10% NEW
α +12.6pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.08% held
α +27.5pts
15
Citigroup Inc.
0.07% held
α +26.3pts
16
Level Financial Advisors
0.07% held
α +30.9pts
17
Voloridge Investment Management, LLC
0.06% held
α +15.5pts
18
Caption Management, LLC
0.05% held
α +15.5pts
19
BIT Capital GmbH
0.05% held
α +18.3pts
20
Oak Grove Capital LLC
0.03% held
α +23.3pts
21
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
22
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
23
Erste Asset Management GmbH
0.01% held
α +33.4pts
24
Wellington Management Group LLP
0.01% held
α +10.5pts
25
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
26
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $NU in the recent window.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $NU lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $NU — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:21 UTC.