NU HLDGS LTD

Ticker: NU CUSIP: G6683N103 Class: Com

Note: Option positions (PUT/CALL) are excluded.

New Positions (114)

Increased Positions (346)

Sharp Capital Gestora de Recursos Ltda.
Value ($000) $95,676 (+20.6%) Shares 5,715,438 (+15.4%)
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
Value ($000) $264,756 (+16.0%) Shares 15,815,788 (+10.9%)
HAMILTON LANE ADVISORS LLC
Value ($000) $23,654 (+31.2%) Shares 1,413,049 (+25.4%)
LONG WALK MANAGEMENT LP
Value ($000) $63,478 (+15.6%) Shares 3,792,000 (+10.6%)
Itau Unibanco Holding S.A.
Value ($000) $210,799 (+97.0%) Shares 12,592,559 (+88.4%)
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
Value ($000) $15,547 (+94.9%) Shares 928,723 (+86.4%)
Kora Management LP
Value ($000) $121,616 (+6.3%) Shares 7,265,000 (+1.6%)
Verde Servicos Internacionais S.A.
Value ($000) $8 (+2053.6%) Shares 494,000 (+1958.3%)
Banco BTG Pactual S.A.
Value ($000) $16,256 (+104.3%) Shares 971,116 (+95.4%)
Sullivan Wood Capital Management LLC
Value ($000) $2,430 (+58.7%) Shares 145,150 (+51.8%)
Manning & Napier Advisors LLC
Value ($000) $192,089 (+118.6%) Shares 11,379,674 (+107.4%)
Avala Global LP
Value ($000) $96,509 (+25.3%) Shares 5,765,200 (+19.8%)
TB Capital Gestao de Recursos Ltda.
Value ($000) $8,255 (+47.3%) Shares 493,152 (+40.9%)
Parametrica Management Ltd
Value ($000) $2,584 (+41.1%) Shares 154,368 (+35.0%)
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
Value ($000) $7,234 (+232.8%) Shares 432,150 (+218.3%)
LONE PINE CAPITAL LLC
Value ($000) $496,010 (+21.9%) Shares 29,630,237 (+16.6%)
Palestra Capital Management LLC
Value ($000) $153,683 (+14.3%) Shares 9,180,592 (+9.3%)
INCA Investments LLC
Value ($000) $25,688 (+7.6%) Shares 1,534,540 (+2.9%)
DEEPWATER ASSET MANAGEMENT, LLC
Value ($000) $16,705 (+17.0%) Shares 997,890 (+11.9%)
Gordian Capital Singapore Pte Ltd
Value ($000) $2,377 (+23.7%) Shares 142,000 (+18.3%)

Decreased Positions (205)

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.
Value ($000) $153,084 (-17.2%) Shares 9,144,786 (-20.9%)
Technology Crossover Management X, Ltd.
Value ($000) $712,703 (-20.2%) Shares 42,574,870 (-23.7%)
Partners Group Holding AG
Value ($000) $2,431 (-96.8%) Shares 145,202 (-97.0%)
Spear Holdings RSC Ltd
Value ($000) $9,025 (-89.5%) Shares 539,130 (-89.9%)
Absoluto Partners Gestao de Recursos Ltda
Value ($000) $50,778 (+0.2%) Shares 3,008,189 (-5.0%)
JGP Global Gestao de Recursos Ltda.
Value ($000) $4,890 (-56.6%) Shares 292,142 (-58.5%)
MAVERICK CAPITAL LTD
Value ($000) $196,102 (-41.6%) Shares 11,714,564 (-44.2%)
Sands Capital Ventures, LLC
Value ($000) $114,860 (-0.0%) Shares 6,861,399 (-4.4%)
Absolute Gestao de Investimentos Ltda.
Value ($000) $1,784 (-91.1%) Shares 106,594 (-91.5%)
Kontiki Capital Management (HK) Ltd.
Value ($000) $572,462 (-6.2%) Shares 34,197,238 (-10.3%)
Explore Capital Management, LLC
Value ($000) $5,624 (-42.0%) Shares 335,950 (-44.6%)
Marcho Partners LLP
Value ($000) $18,456 (-36.1%) Shares 1,102,515 (-38.9%)
SurgoCap Partners LP
Value ($000) $176,111 (-21.5%) Shares 10,520,395 (-24.9%)
SYLEBRA CAPITAL LLC
Value ($000) $18,568 (-63.6%) Shares 1,109,223 (-65.2%)
Engle Capital Management, L.P.
Value ($000) $6,579 (-38.0%) Shares 393,000 (-40.7%)
Alta Park Capital, LP
Value ($000) $56,658 (-22.0%) Shares 3,384,592 (-25.4%)
NWI MANAGEMENT LP
Value ($000) $37 (-42.5%) Shares 2,201,400 (-45.0%)
Warther Private Wealth, LLC
Value ($000) $17,245 (-18.8%) Shares 1,030,169 (-22.4%)
Orbis Allan Gray Ltd
Value ($000) $65,683 (-85.0%) Shares 3,923,704 (-85.6%)
Coronation Fund Managers Ltd.
Value ($000) $241,108 (+1.4%) Shares 14,403,098 (-3.0%)

Exited Positions (64)