Absoluto Partners Gestao de Recursos Ltda NU — NU HLDGS LTD

Ownership history in Absoluto Partners Gestao de Recursos Ltda  ·  24 quarters on record

AI Ownership Summary

Absoluto Partners Gestao de Recursos Ltda reported NU HLDGS LTD (NU) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 70.41% in 2026 Q1. The latest visible filing shows NU at 70.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Absoluto Partners Gestao de Recursos Ltda's position in NU HLDGS LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NU was reported at 70.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
70.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NU stock page Absoluto Partners Gestao de Recursos Ltda fund profile Absoluto Partners Gestao de Recursos Ltda full holdings
How Absoluto Partners Gestao de Recursos Ltda held NU — position size vs. price
% of Fund (quarterly)    NU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,245,926 +1,237,737 +41.1% 70.41% $61.0M 2026-05-15 $12.19
2025 Q4 ADDED — — — 3,008,189 +2,018,189 +203.9% 49.71% $50.8M 2026-02-18 $17.17
2025 Q4 REDUCED 68.7% -14.2% ✅ 990,000 -2,176,186 -68.7% 16.22% $16.6M 2026-02-18 $17.17
2025 Q3 ADDED — — — 3,166,186 +509,672 +19.2% 27.76% $50.7M 2025-11-14 $15.82
2025 Q2 ADDED — — — 2,656,514 +1,701,234 +178.1% 22.22% $36.4M 2025-08-14 $12.01
2025 Q1 REDUCED 12.2% +34.0% ❌ 955,280 -132,189 -12.2% 7.36% $9.8M 2025-05-15 $13.13
2024 Q3 REDUCED 49.4% -22.0% ✅ 1,087,469 -1,063,531 -49.4% 9.09% $14.8M 2024-11-14 $15.19
2024 Q3 REDUCED 42.5% -22.0% ✅ 2,151,000 -1,588,606 -42.5% 17.99% $29.4M 2024-11-14 $15.19
2024 Q2 REDUCED 42.9% +5.9% ❌ 3,739,606 -2,806,040 -42.9% 27.89% $45.4M 2024-08-14 $13.38
2024 Q1 ADDED — — — 6,545,646 +273,646 +4.4% 36.61% $78.1M 2024-05-15 $12.09
2023 Q4 ADDED — — — 6,272,000 +297,826 +5.0% 22.38% $52.2M 2024-02-14 $10.37
2023 Q4 REDUCED 38.9% +41.9% ❌ 5,974,174 -3,804,893 -38.9% 21.32% $49.8M 2024-02-14 $10.37
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NU

As of 2026 Q1 — sorted by position size

WASHINGTON UNIVERSITY 3Y 94.77% Technology Crossover Management X, Ltd. 3Y 78.31% LARCH CAPITAL PARTNERS LLC 74.46% Sharp Capital Gestora de Recursos Ltda. 3Y 49.71% ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 3Y 36.28% SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 3Y 7Y 35.86% Kontiki Capital Management (HK) Ltd. 3Y 7Y 32.89% Abu Dhabi Investment Council Co P.J.S.C 32.4% DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 3Y 7Y 27.19% Ribbit Management Company, LLC 25.2%

FAQ About Absoluto Partners Gestao de Recursos Ltda and NU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Absoluto Partners Gestao de Recursos Ltda reported owning NU?

Absoluto Partners Gestao de Recursos Ltda reported NU across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NU position in Absoluto Partners Gestao de Recursos Ltda's portfolio?

The largest reported portfolio weight for NU was 70.41% in 2026 Q1.

What is the latest reported NU position on this page?

The most recent filing on this page is 2026 Q1, when Absoluto Partners Gestao de Recursos Ltda reported 4,245,926 shares, equal to 70.41% of portfolio, with an estimated market value of $61.0M.

What does the chart on this NU ownership page compare?

The chart compares Absoluto Partners Gestao de Recursos Ltda's quarterly NU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Absoluto Partners Gestao de Recursos Ltda time their NU position?

Based on 13F filing dates vs. subsequent NU price moves, Absoluto Partners Gestao de Recursos Ltda correctly timed 19 out of 23 reported position changes (83%). The annualised alpha on NU relative to SPY over the holding period was -5.5%.

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