NU
Nu Holdings Ltd.Financial Services · $61.3B market cap
Verdict
We can't put a fair value on NU right now. Our bank valuation came out more than 3× away from the share price, and no other method fits a business like this. We'd rather show nothing than a misleading number.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold NU. In Q2 2026, 1 opened a position, 2 added and 1 trimmed. Who we track
Lee Ainslie
Maverick Capital · as of Q2 2026
$662.7M
49,599,701 shares
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$630.9M
47,219,717 shares
Chase Coleman
Tiger Global Management · as of Q2 2026
$147.4M
11,032,555 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$10.1M
752,747 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$534K
40,000 shares
Moves in Q2 2026
New position: Glenn Greenberg
Added: Stephen Mandel, Lee Ainslie
Trimmed: Polen Capital Management
Insider activity
Since Jul 13, 2026: no open-market purchases, 4 sales worth $5.6M and 16 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Junqueira Cristina Helena Zingaretti
US CEO & Chief Growth Officer · 2026-08-25
Sold
$956K
Junqueira Cristina Helena Zingaretti
US CEO & Chief Growth Officer · 2026-08-24
Sold
$375K
Junqueira Cristina Helena Zingaretti
US CEO & Chief Growth Officer · 2026-08-14
Sold
$790K
Fragelli Henrique Camossa Saldanha
Chief Risk Officer · 2026-08-14
Sold
$3.5M
Other filings
LEONE DOUGLAS M
director · 2026-08-24
Award
1,356 shares
Sands Anita M
director · 2026-08-24
Award
1,356 shares
Moreno Mejia Luis Alberto
director · 2026-08-24
Award
1,017 shares
PIACENTINI DIEGO
director · 2026-08-24
Award
1,356 shares
Pham Thuan
director · 2026-08-07
Award
23,483 shares
Show all 16 other filingsShow fewer
Calderon Peres Rogerio Paulo
director · 2026-08-07
Award
23,483 shares
Moreno Mejia Luis Alberto
director · 2026-08-07
Award
25,290 shares
LEONE DOUGLAS M
director · 2026-08-07
Award
25,290 shares
Sands Anita M
director · 2026-08-07
Award
30,709 shares
PIACENTINI DIEGO
director · 2026-08-07
Award
23,483 shares
Reses Jacqueline D
director · 2026-08-07
Award
27,096 shares
Marcus David
director · 2026-08-07
Award
25,290 shares
Junqueira Cristina Helena Zingaretti
US CEO & Chief Growth Off. · 2026-07-23
Tax withholding
$108K
Velez Osorno David
Chairman and CEO · 2026-07-23
Tax withholding
$612K
Fragelli Henrique Camossa Saldanha
Chief Risk Officer · 2026-07-23
Tax withholding
$181K
Livingston Robert Philip
Chief Financial Officer · 2026-07-13
Award
2,194,587 shares
About Nu Holdings Ltd.
Nu Holdings Ltd. provides digital banking platform in Brazil, Mexico, Colombia, the Cayman Islands, and the United States. The company provides spending solutions comprising Nu credit and prepaid card, a digitally enabled card that acts as a credit and a prepaid card; Nubank+ Tier, an evolution of the Nu experience; Ultraviolet credit and prepaid card, a premium metal credit card; mobile payment solutions for…
Banks - Regional
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works