Nu Holdings Ltd. (NU) — Institutional Holders, Q2 2026
1,021 institutional investment managers reported a NU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $39.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NU in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- D1 Capital Partners L.P.Added · +18,527,842 sh+$247.5M
- Aspex Management (HK) LtdNew · +16,289,511 sh+$217.6M
- BlackRockAdded · +15,104,803 sh+$201.8M
- Capital Research Global InvestorsAdded · +14,300,365 sh+$191.1M
- MAVERICK CAPITAL LTDAdded · +13,107,790 sh+$175.1M
Biggest sellers
- JENNISON ASSOCIATESTrimmed · -35,801,200 sh-$478.3M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMETrimmed · -27,122,707 sh-$362.4M
- MORGAN STANLEYTrimmed · -23,670,031 sh-$316.2M
- SANDS CAPITAL MANAGEMENTTrimmed · -21,866,415 sh-$292.1M
- BAILLIE GIFFORDTrimmed · -16,634,123 sh-$222.2M
NU 13F holders ranked 1–100 of 1,021
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 355,012,828 sh | 355,012,828 | $4.7B | 0.07% | +4.4% |
| 2 | BAILLIE GIFFORD#2 · 229,930,331 sh | 229,930,331 | $3.1B | 2.79% | -6.7% |
| 3 | Capital Research Global Investors#3 · 142,761,832 sh | 142,761,832 | $1.9B | 0.27% | +11.1% |
| 4 | MORGAN STANLEY#4 · 119,004,419 sh | 119,004,419 | $1.6B | 0.09% | -16.6% |
| 5 | JPMORGAN CHASE#5 · 100,042,566 sh | 100,042,566 | $1.3B | 0.07% | +9.4% |
| 6 | STATE STREET#6 · 96,805,622 sh | 96,805,622 | $1.3B | 0.04% | +4.1% |
| 7 | FMR#7 · 75,828,343 sh | 75,828,343 | $1.0B | 0.04% | +3.3% |
| 8 | WCM INVESTMENT MANAGEMENT#8 · 74,446,402 sh | 74,446,402 | $977.5M | 1.77% | +2.2% |
| 9 | BANK OF AMERICA#9 · 42,248,874 sh | 42,248,874 | $640.0M | 0.04% | -15.2% |
| 10 | LONE PINE CAPITAL#10 · 47,219,717 sh | 47,219,717 | $630.9M | 3.86% | +24.2% |
| 11 | NORGES BANK#11 · 46,287,265 sh | 46,287,265 | $618.4M | 0.06% | — |
| 12 | D1 Capital Partners L.P.#12 · 44,418,543 sh | 44,418,543 | $593.4M | 1.71% | +71.6% |
| 13 | Technology Crossover Management X, Ltd.#13 · 42,574,870 sh | 42,574,870 | $568.8M | 71.53% | 0.0% |
| 14 | Kontiki Capital Management (HK) Ltd.#14 · 39,032,382 sh | 39,032,382 | $521.5M | 34.20% | +19.6% |
| 15 | Ribbit Management Company#15 · 38,993,253 sh | 38,993,253 | $520.9M | 25.38% | +32.3% |
| 16 | LARCH CAPITAL PARTNERS#16 · 35,783,303 sh | 35,783,303 | $478.1M | 68.34% | +0.1% |
| 17 | MAVERICK CAPITAL LTD#17 · 35,552,101 sh | 35,552,101 | $475.0M | 4.20% | +58.4% |
| 18 | Legal & General Group Plc#18 · 32,384,447 sh | 32,384,447 | $432.7M | 0.09% | +7.4% |
| 19 | GOLDMAN SACHS GROUP#19 · 30,383,230 sh | 30,383,230 | $406.1M | 0.04% | -10.0% |
| 20 | GEODE CAPITAL MANAGEMENT#20 · 30,198,550 sh | 30,198,550 | $400.8M | 0.02% | +8.7% |
| 21 | PRICE T ROWE ASSOCIATES#21 · 29,338,410 sh | 29,338,410 | $392.0M | 0.04% | -32.9% |
| 22 | COATUE MANAGEMENT#22 · 29,333,576 sh | 29,333,576 | $391.9M | 0.81% | 0.0% |
| 23 | NORTHERN#23 · 29,078,696 sh | 29,078,696 | $388.5M | 0.05% | +7.1% |
| 24 | FIL Ltd#24 · 28,732,119 sh | 28,732,119 | $383.9M | 0.28% | +20.3% |
| 25 | Coronation Fund Managers Ltd.#25 · 25,930,925 sh | 25,930,925 | $346.4M | — | +44.3% |
| 26 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.#26 · 24,533,236 sh | 24,533,236 | $327.8M | 40.24% | +10.0% |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#27 · 24,231,936 sh | 24,231,936 | $323.7M | 0.14% | +63.7% |
| 28 | ATMOS CAPITAL GESTAO DE RECURSOS LTDA.#28 · 23,637,075 sh | 23,637,075 | $315.8M | 37.95% | +31.2% |
| 29 | Sumitomo Mitsui#29 · 18,961,365 sh | 18,961,365 | $253.3M | 0.14% | -0.1% |
| 30 | SOFTBANK GROUP#30 · 17,842,116 sh | 17,842,116 | $238.4M | 1.31% | 0.0% |
| 31 | Amundi#31 · 17,668,141 sh | 17,668,141 | $236.0M | 0.06% | +33.7% |
| 32 | Assenagon Asset Management S.A.#32 · 16,858,523 sh | 16,858,523 | $225.2M | — | -48.2% |
| 33 | Aspex Management (HK) Ltd#33 · 16,289,511 sh | 16,289,511 | $217.6M | 2.45% | New |
| 34 | UBS Group AG#34 · 12,028,387 sh | 12,028,387 | $201.3M | 0.03% | +82.0% |
| 35 | Itau Unibanco Holding S.A.#35 · 14,867,176 sh | 14,867,176 | $196.6M | 3.73% | +18.1% |
| 36 | a16z Perennial Management, L.P.#36 · 14,444,100 sh | 14,444,100 | $193.0M | 15.60% | +4.2% |
| 37 | BANK OF NOVA SCOTIA#37 · 14,419,060 sh | 14,419,060 | $192.6M | 0.29% | -10.5% |
| 38 | Ninety One UK Ltd#38 · 14,146,892 sh | 14,146,892 | $189.0M | — | +71.9% |
| 39 | CANADA PENSION PLAN INVESTMENT BOARD#39 · 14,116,561 sh | 14,116,561 | $188.6M | 0.10% | -33.6% |
| 40 | Palestra Capital Management#40 · 14,036,736 sh | 14,036,736 | $187.5M | 6.36% | +26.2% |
| 41 | Nuveen#41 · 13,777,687 sh | 13,777,687 | $184.1M | 0.04% | +8.3% |
| 42 | Artisan Partners Limited Partnership#42 · 12,687,151 sh | 12,687,151 | $169.5M | 0.27% | +35.9% |
| 43 | Mitsubishi UFJ & Banking#43 · 12,678,963 sh | 12,678,963 | $169.4M | 0.37% | +28.3% |
| 44 | MANNING & NAPIER ADVISORS#44 · 12,630,867 sh | 12,630,867 | $168.7M | 2.16% | +18.4% |
| 45 | SANDS CAPITAL MANAGEMENT#45 · 12,475,806 sh | 12,475,806 | $166.7M | 0.62% | -63.7% |
| 46 | CITIGROUP#46 · 12,385,773 sh | 12,385,773 | $165.5M | 0.05% | +6.4% |
| 47 | VANGUARD ASSET MANAGEMENT, Ltd#47 · 12,009,118 sh | 12,009,118 | $160.4M | 0.11% | +11.1% |
| 48 | Robeco Institutional Asset Management B.V.#48 · 11,835,541 sh | 11,835,541 | $158.1M | — | -15.3% |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#49 · 11,319,180 sh | 11,319,180 | $152.0M | 0.01% | +150.0% |
| 50 | TIGER GLOBAL MANAGEMENT#50 · 11,032,555 sh | 11,032,555 | $147.4M | 0.61% | 0.0% |
| 51 | JACOBS LEVY EQUITY MANAGEMENT#51 · 10,819,790 sh | 10,819,790 | $144.6M | 0.52% | -3.7% |
| 52 | WASHINGTON UNIVERSITY#52 · 10,566,927 sh | 10,566,927 | $141.2M | 53.31% | 0.0% |
| 53 | MASSACHUSETTS FINANCIAL SERVICES#53 · 10,256,465 sh | 10,256,465 | $139.0M | 0.04% | New |
| 54 | VANGUARD PORTFOLIO MANAGEMENT#54 · 10,247,580 sh | 10,247,580 | $136.9M | <0.01% | +2.2% |
| 55 | Bank of New York Mellon#55 · 8,849,832 sh | 8,849,832 | $135.5M | 0.02% | +5.7% |
| 56 | Fisher Asset Management#56 · 10,008,815 sh | 10,008,815 | $133.7M | 0.04% | -4.0% |
| 57 | Orbis Allan Gray Ltd#57 · 9,988,142 sh | 9,988,142 | $133.4M | 0.46% | +82.2% |
| 58 | BARCLAYS PLC#58 · 9,918,501 sh | 9,918,501 | $132.5M | 0.03% | +2.9% |
| 59 | AMERIPRISE FINANCIAL#59 · 9,467,398 sh | 9,467,398 | $132.3M | 0.03% | -53.9% |
| 60 | WASATCH ADVISORS#60 · 9,273,997 sh | 9,273,997 | $123.9M | — | -7.7% |
| 61 | MARSHALL WACE, LLP#61 · 9,100,321 sh | 9,100,321 | $121.6M | 0.10% | -10.4% |
| 62 | Aquamarine Financial (Cayman) Ltd#62 · 8,977,636 sh | 8,977,636 | $119.9M | 6.62% | +797.8% |
| 63 | Foxhaven Asset Management#63 · 8,715,386 sh | 8,715,386 | $116.4M | 3.12% | +7.7% |
| 64 | abrdn plc#64 · 8,588,364 sh | 8,588,364 | $114.7M | 0.16% | -34.9% |
| 65 | DRIEHAUS CAPITAL MANAGEMENT#65 · 8,314,486 sh | 8,314,486 | $111.1M | 0.64% | +14.1% |
| 66 | ADVENT INTERNATIONAL, L.P.#66 · 8,204,793 sh | 8,204,793 | $109.6M | 0.62% | +12.5% |
| 67 | HSBC PLC#67 · 8,095,233 sh | 8,095,233 | $108.1M | 0.05% | +4.0% |
| 68 | SurgoCap Partners#68 · 8,000,728 sh | 8,000,728 | $106.9M | 3.46% | -18.9% |
| 69 | PBCay One RSC Ltd#69 · 7,934,798 sh | 7,934,798 | $106.0M | 6.08% | +1371.8% |
| 70 | Spear RSC Ltd#70 · 7,934,797 sh | 7,934,797 | $106.0M | 6.32% | +1371.8% |
| 71 | Polar Capital Plc#71 · 7,703,636 sh | 7,703,636 | $102.9M | 0.24% | -6.8% |
| 72 | WILLIAM BLAIR INVESTMENT MANAGEMENT#72 · 7,596,051 sh | 7,596,051 | $101.5M | 0.31% | -38.1% |
| 73 | Kora Management#73 · 7,265,000 sh | 7,265,000 | $97.1M | 11.51% | 0.0% |
| 74 | MERCER GLOBAL ADVISORS#74 · 1,997,410 sh | 1,997,410 | $96.8M | 0.12% | +0.5% |
| 75 | Mawer Investment Management Ltd.#75 · 7,155,847 sh | 7,155,847 | $95.6M | 0.65% | -7.1% |
| 76 | SEI INVESTMENTS#76 · 7,150,182 sh | 7,150,182 | $95.5M | 0.08% | -23.4% |
| 77 | Sands Capital Ventures#77 · 7,094,952 sh | 7,094,952 | $94.8M | 15.45% | +8.5% |
| 78 | Perpetual Ltd#78 · 7,094,372 sh | 7,094,372 | $94.8M | — | +17.9% |
| 79 | Holocene Advisors#79 · 7,052,718 sh | 7,052,718 | $94.2M | 0.21% | +29.3% |
| 80 | NWI MANAGEMENT#80 · 7,039,000 sh | 7,039,000 | $94.0M | 4.35% | +13.5% |
| 81 | Swiss National Bank#81 · 7,028,013 sh | 7,028,013 | $93.9M | 0.05% | +7.2% |
| 82 | BNP PARIBAS FINANCIAL MARKETS#82 · 6,766,542 sh | 6,766,542 | $90.4M | 0.03% | -0.9% |
| 83 | Sharp Capital Gestora de Recursos Ltda.#83 · 6,714,484 sh | 6,714,484 | $89.7M | 62.26% | +1.0% |
| 84 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#84 · 6,654,957 sh | 6,654,957 | $88.9M | 0.05% | +10.7% |
| 85 | Russell Investments Group, Ltd.#85 · 6,535,359 sh | 6,535,359 | $87.2M | 0.08% | -17.8% |
| 86 | USS Investment Management Ltd#86 · 6,448,677 sh | 6,448,677 | $86.2M | 0.31% | -5.9% |
| 87 | DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.#87 · 6,419,224 sh | 6,419,224 | $85.8M | 35.12% | +16.4% |
| 88 | Capital World Investors#88 · 6,087,429 sh | 6,087,429 | $81.3M | <0.01% | -0.8% |
| 89 | Abacus Wealth Partners#89 · 1,546,982 sh | 1,546,982 | $80.6M | 8.47% | +7.8% |
| 90 | Invesco Ltd.#90 · 5,771,785 sh | 5,771,785 | $77.1M | <0.01% | -20.2% |
| 91 | Absoluto Partners Gestao de Recursos Ltda#91 · 5,633,566 sh | 5,633,566 | $75.3M | 75.55% | +32.7% |
| 92 | BAMCO#92 · 5,597,914 sh | 5,597,914 | $74.8M | 0.11% | +58.6% |
| 93 | WELLINGTON MANAGEMENT GROUP LLP#93 · 5,432,803 sh | 5,432,803 | $72.6M | 0.01% | +27.6% |
| 94 | Capital International Investors#94 · 5,422,624 sh | 5,422,624 | $72.4M | 0.01% | -25.8% |
| 95 | DANSKE BANK A/S#95 · 5,401,876 sh | 5,401,876 | $72.2M | 0.14% | +1.6% |
| 96 | AMERICAN CENTURY COMPANIES#96 · 5,235,175 sh | 5,235,175 | $69.9M | 0.03% | -34.1% |
| 97 | ROYAL BANK OF CANADA#97 · 1,987,430 sh | 1,987,430 | $67.6M | 0.01% | -8.5% |
| 98 | SG Americas Securities#98 · 5,022,698 sh | 5,022,698 | $67.1M | 0.04% | -36.9% |
| 99 | ENVESTNET ASSET MANAGEMENT#99 · 4,596,356 sh | 4,596,356 | $66.6M | 0.02% | +9.0% |
| 100 | C WorldWide Group Holding A/S#100 · 4,973,457 sh | 4,973,457 | $66.4M | 1.60% | +1188.4% |
Funds that sold out of NU in Q2 2026 (148)
Held NU at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Qube Research & Technologies Ltd6,947,307 sh | 6,947,307 | $99.8M |
| Avala Global4,965,100 sh | 4,965,100 | $71.3M |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda.4,008,517 sh | 4,008,517 | $57.6M |
| SPX Gestao de Recursos Ltda2,569,755 sh | 2,569,755 | $36.9M |
| MUFG Securities EMEA plc1,690,547 sh | 1,690,547 | $24.3M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC1,622,929 sh | 1,622,929 | $23.3M |
| Genoa Capital Gestora de Recursos Ltda.1,437,913 sh | 1,437,913 | $20.7M |
| Fiera Capital1,365,194 sh | 1,365,194 | $19.6M |
| HAMILTON LANE ADVISORS1,320,189 sh | 1,320,189 | $19.0M |
| WINTON GROUP Ltd1,083,731 sh | 1,083,731 | $15.6M |
| VOLORIDGE INVESTMENT MANAGEMENT999,000 sh | 999,000 | $14.4M |
| Absolute Gestao de Investimentos Ltda.961,608 sh | 961,608 | $13.8M |
| GLYNN CAPITAL MANAGEMENT899,277 sh | 899,277 | $12.9M |
| Jordan Park Group854,421 sh | 854,421 | $12.3M |
| Nishkama Capital832,856 sh | 832,856 | $12.0M |
| Aubrey Capital Management Ltd818,300 sh | 818,300 | $11.8M |
| Mizuho Markets Cayman772,786 sh | 772,786 | $11.1M |
| Connor, Clark & Lunn Investment Management Ltd.740,826 sh | 740,826 | $10.6M |
| PDT Partners675,000 sh | 675,000 | $9.7M |
| Sagil Capital LLP600,000 sh | 600,000 | $8.6M |
| SYLEBRA CAPITAL466,419 sh | 466,419 | $6.7M |
| Calamos Advisors436,531 sh | 436,531 | $6.3M |
| Aquatic Capital Management436,488 sh | 436,488 | $6.3M |
| KIDS CAPITAL MANAGEMENT, L.P.420,000 sh | 420,000 | $6.0M |
| Maxi Investments CY Ltd382,500 sh | 382,500 | $5.5M |
| Parametrica Management Ltd378,280 sh | 378,280 | $5.4M |
| PEAK6368,700 sh | 368,700 | $5.3M |
| Entropy Technologies364,456 sh | 364,456 | $5.2M |
| Engineers Gate Manager360,733 sh | 360,733 | $5.2M |
| Edgestream Partners, L.P.315,404 sh | 315,404 | $4.5M |
| Headlands Technologies298,428 sh | 298,428 | $4.3M |
| Bank Julius Baer & Ltd, Zurich293,439 sh | 293,439 | $4.0M |
| Interval Partners261,031 sh | 261,031 | $3.8M |
| ING GROEP NV256,043 sh | 256,043 | $3.7M |
| ABS Direct Equity Fund247,700 sh | 247,700 | $3.5M |
| JGP Global Gestao de Recursos Ltda.235,574 sh | 235,574 | $3.4M |
| ACADIAN ASSET MANAGEMENT234,984 sh | 234,984 | $3.4M |
| SIMPLEX TRADING234,510 sh | 234,510 | $3.4M |
| L & S Advisors200,814 sh | 200,814 | $2.9M |
| Cumberland Partners Ltd190,000 sh | 190,000 | $2.7M |
| WORLDQUANT MILLENNIUM ADVISORS182,201 sh | 182,201 | $2.6M |
| MIRABELLA FINANCIAL SERVICES LLP182,126 sh | 182,126 | $2.6M |
| Aragon Global Management178,800 sh | 178,800 | $2.6M |
| PMC FIG Opportunities170,149 sh | 170,149 | $2.4M |
| Jain Global168,709 sh | 168,709 | $2.4M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.164,060 sh | 164,060 | $2.4M |
| Triasima Portfolio Management163,238 sh | 163,238 | $2.3M |
| XY Planning Network50,553 sh | 50,553 | $2.3M |
| J. Goldman141,500 sh | 141,500 | $2.0M |
| Accuvest Global Advisors140,943 sh | 140,943 | $2.0M |
| Prospera Financial Services139,874 sh | 139,874 | $2.0M |
| BRIDGEWAY CAPITAL MANAGEMENT130,400 sh | 130,400 | $1.9M |
| DRW Securities124,761 sh | 124,761 | $1.8M |
| HRT FINANCIAL115,351 sh | 115,351 | $1.7M |
| DiNuzzo Private Wealth114,000 sh | 114,000 | $1.6M |
| MEITAV INVESTMENT HOUSE LTD110,522 sh | 110,522 | $1.6M |
| MITCHELL CAPITAL MANAGEMENT109,234 sh | 109,234 | $1.6M |
| Black Swift Group103,500 sh | 103,500 | $1.5M |
| WealthShield Partners32,555 sh | 32,555 | $1.5M |
| Harbour Capital Advisors87,235 sh | 87,235 | $1.3M |
| Graham Capital Management, L.P.87,035 sh | 87,035 | $1.3M |
| ALESCO ADVISORS79,797 sh | 79,797 | $1.1M |
| RATIONAL ADVISORS77,000 sh | 77,000 | $1.1M |
| BIT Capital GmbH74,703 sh | 74,703 | $1.1M |
| Neumann Capital Management23,519 sh | 23,519 | $1.1M |
| Salvus Wealth Management69,500 sh | 69,500 | $998.7K |
| SkyView Investment Advisors62,972 sh | 62,972 | $905.0K |
| REGIONS FINANCIAL62,621 sh | 62,621 | $899.9K |
| Addison Advisors18,645 sh | 18,645 | $840.1K |
| Independent Advisor Alliance17,797 sh | 17,797 | $801.9K |
| Machina Capital S.A.S.51,614 sh | 51,614 | $741.7K |
| Henshaw Capital51,405 sh | 51,405 | $738.7K |
| Hamilton Capital Partners47,809 sh | 47,809 | $687.0K |
| Dakota Wealth Management45,522 sh | 45,522 | $654.2K |
| Fore Capital45,000 sh | 45,000 | $646.6K |
| SIH Partners, LLLP44,936 sh | 44,936 | $645.7K |
| Catalyst Funds Management Pty Ltd43,397 sh | 43,397 | $623.6K |
| ExodusPoint Capital Management43,368 sh | 43,368 | $623.2K |
| TWO SIGMA SECURITIES37,142 sh | 37,142 | $533.7K |
| Golden State Equity Partners11,781 sh | 11,781 | $519.2K |
| Bayesian Capital Management29,900 sh | 29,900 | $429.7K |
| NWAM28,951 sh | 28,951 | $416.0K |
| ARMISTICE CAPITAL28,475 sh | 28,475 | $409.2K |
| PICTON MAHONEY ASSET MANAGEMENT26,680 sh | 26,680 | $383.4K |
| SHEETS SMITH WEALTH MANAGEMENT25,992 sh | 25,992 | $373.5K |
| GAM Holding AG24,273 sh | 24,273 | $348.8K |
| Lighthouse Investment Partners23,238 sh | 23,238 | $333.9K |
| LexAurum Advisors7,326 sh | 7,326 | $330.1K |
| BAROMETER CAPITAL MANAGEMENT21,600 sh | 21,600 | $310.4K |
| Scientech Research21,394 sh | 21,394 | $307.4K |
| EMERALD ADVISERS20,752 sh | 20,752 | $298.2K |
| Collaborative Fund Advisors20,248 sh | 20,248 | $291.0K |
| TRU INDEPENDENCE ASSET MANAGEMENT 220,118 sh | 20,118 | $289.1K |
| CHICAGO NA20,046 sh | 20,046 | $288.1K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS19,457 sh | 19,457 | $279.6K |
| Gibbs Wealth Management19,325 sh | 19,325 | $277.7K |
| FLOW TRADERS U.S.17,354 sh | 17,354 | $249.0K |
| Fortis Capital Advisors5,522 sh | 5,522 | $248.8K |
| Centiva Capital17,063 sh | 17,063 | $245.2K |
| Regal Partners Ltd16,390 sh | 16,390 | $235.5K |
And 48 smaller positions.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.