Nu Holdings Ltd.
US ˙ NYSE ˙ KYG6683N1034

SecurityNU / Nu Holdings Ltd.
InstitutionMorgan Stanley
Latest Disclosed Ownership141,628,383 shares
Latest Disclosed Value $ 2,035,199,873
Morgan Stanley reports 16.71% increase in ownership of NU / Nu Holdings Ltd.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 141,628,383 shares of Nu Holdings Ltd. (US:NU) valued at $2,035,199,864 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 121,350,701 shares of Nu Holdings Ltd.. This represents a change in shares of 16.71% during the quarter. The current value of the position is $1,715,827,860 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F NU HLDGS ORD SHS CL A G6683N103 141,628,383 20,277,682 16.71 2,035,200 0.19 0.1226
2026-05-27 2025-12-31 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 121,350,701 3,419,077 2.90 2,031,411 7.59 0.1213
2026-02-13 2025-12-31 13F NU HLDGS ORD SHS CL A G6683N103 121,350,701 3,419,077 2,031,411 0.1213
2026-05-27 2025-09-30 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 117,931,624 10,211,541 9.48 1,888,085 27.75 0.1143
2025-11-14 2025-09-30 13F NU HLDGS ORD SHS CL A G6683N103 117,931,624 10,211,541 1,888,085 0.1143
2025-08-15 2025-06-30 13F NU HLDGS ORD SHS CL A G6683N103 107,720,083 -16,503,756 -13.29 1,477,920 16.18 0.0963
2025-05-15 2025-03-31 13F NU HLDGS ORD SHS CL A G6683N103 124,223,839 6,130,207 5.19 1,272,052 3.97 0.0910
2025-05-15 2024-12-31 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 118,093,632 42,545,252 56.32 1,223,450 18.64 0.0857
2025-02-14 2024-12-31 13F NU HLDGS ORD SHS CL A G6683N103 118,093,632 42,545,252 1,223,450 0.0857
2025-05-14 2024-09-30 13F/A-2 NU HLDGS ORD SHS CL A G6683N103 75,548,380 15,279,650 25.35 1,031,235 32.74 0.0748
2025-02-14 2024-09-30 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 75,548,380 15,279,650 1,031,235 0.0748
2024-11-14 2024-09-30 13F NU HLDGS ORD SHS CL A G6683N103 75,548,380 15,279,650 1,031,235 0.0748
2025-05-14 2024-06-30 13F/A-2 NU HLDGS ORD SHS CL A G6683N103 60,268,730 -4,623,636 -7.13 776,864 0.35 0.0601
2024-10-17 2024-06-30 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 60,268,730 -4,623,636 776,864 0.0601
2024-08-14 2024-06-30 13F NU HLDGS ORD SHS CL A G6683N103 60,268,730 -4,623,636 776,864 0.0601
2024-10-17 2024-03-31 13F/A-2 NU HLDGS ORD SHS CL A G6683N103 64,892,366 5,308,059 8.91 774,166 55.98 0.0621
2024-08-16 2024-03-31 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 64,892,366 5,308,059 774,166 0.0621
2024-05-15 2024-03-31 13F NU HLDGS ORD SHS CL A G6683N103 64,892,366 5,308,059 774,166 0.0621
2024-08-16 2023-12-31 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 59,584,307 -1,676,116 -2.74 496,337 11.75 0.0437
2024-02-13 2023-12-31 13F NU HLDGS ORD SHS CL A G6683N103 59,584,307 -1,676,116 496,337 0.0437
2023-11-15 2023-09-30 13F NU HLDGS ORD SHS CL A G6683N103 61,260,423 4,044,904 7.07 444,138 -1.62 0.0452
2023-08-14 2023-06-30 13F NU HLDGS ORD SHS CL A G6683N103 57,215,519 -6,736,610 -10.53 451,430 48.30 0.0445
2023-05-15 2023-03-31 13F NU HLDGS ORD SHS CL A G6683N103 63,952,129 2,636,222 4.30 304,412 21.98 0.0326
2023-02-14 2022-12-31 13F NU HLDGS ORD SHS CL A G6683N103 61,315,907 10,863,281 21.53 249,556 12.42 0.0283
2022-11-14 2022-09-30 13F NU HLDGS ORD SHS CL A G6683N103 50,452,626 3,372,274 7.16 221,992 26.07 0.0303
2022-10-27 2022-06-30 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 47,080,352 8,849,616 23.15 176,081 -40.34 0.0229
2022-08-15 2022-06-30 13F NU HLDGS ORD SHS CL A G6683N103 47,080,352 8,849,616 176,081 0.0229
2022-10-27 2022-03-31 13F/A-1 NU HLDGS ORD SHS CL A G6683N103 38,230,736 38,159,029 53,215.21 295,142 43,819.94 0.0398
2022-05-13 2022-03-31 13F NU HLDGS ORD SHS CL A G6683N103 38,230,736 38,159,029 295,142 0.0398
2022-02-14 2021-12-31 13F NU HLDGS ORD SHS CL A G6683N103 71,707 71,707 672 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.