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Coatue Management's Nu Holdings Ltd. (NU) position

Yes: as of Q1 2026, Coatue Management holds 29.3M shares of NU worth $422M (1.5% of the disclosed portfolio). Last quarter the position was reduced by 35.9%. First disclosed Q2 2023.
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Current value
$422M
Shares held
29.3M
% of portfolio
1.5%
Est. average buy price (i)
$8.97
Quarter-end price
$14.37

Estimated trade prices

Average price in quarters with purchases
$8.90
Average prices in quarters with sales
  • Q1 2026: $16.21 (16.4M shares sold)
  • Q4 2025: $16.06 (1.5M shares sold)
  • Q3 2025: $13.95 (1.1M shares sold)
  • Q2 2025: $11.97 (7.3M shares sold)
  • Q1 2025: $11.82 (24.0M shares sold)
  • Q2 2024: $11.64 (3.7M shares sold)
  • Q1 2024: $10.21 (209K shares sold)

NU price vs Management's position

1Y 3Y 5Y MAX
Dates
$3$10$15$20202420252026New position of 5.1M shares · Q2 2023. Average closing price $6.14 · Price range $4.42–$7.895.1MsharespurchasedAdded 50.1M shares (986.2%) · Q3 2023. Average closing price $7.48 · Price range $6.81–$8.1850.1MsharespurchasedAdded 7.9M shares (14.3%) · Q4 2023. Average closing price $8.08 · Price range $6.84–$8.837.9MsharespurchasedSold 209K shares (0.3%) · Q1 2024. Average closing price $10.21 · Price range $8.09–$12.25209KsharessoldSold 3.7M shares (5.8%) · Q2 2024. Average closing price $11.64 · Price range $10.48–$12.923.7MsharessoldAdded 3.7M shares (6.2%) · Q3 2024. Average closing price $13.45 · Price range $10.71–$15.143.7MsharespurchasedAdded 17.0M shares (27.0%) · Q4 2024. Average closing price $13.30 · Price range $10.24–$15.8917.0MsharespurchasedSold 24.0M shares (30.1%) · Q1 2025. Average closing price $11.82 · Price range $10.12–$13.9524.0MsharessoldSold 7.3M shares (13.2%) · Q2 2025. Average closing price $11.97 · Price range $9.60–$13.727.3MsharessoldSold 1.1M shares (2.4%) · Q3 2025. Average closing price $13.95 · Price range $11.92–$16.301.1MsharessoldSold 1.5M shares (3.3%) · Q4 2025. Average closing price $16.06 · Price range $14.73–$17.651.5MsharessoldSold 16.4M shares (35.9%) · Q1 2026. Average closing price $16.21 · Price range $13.51–$18.7616.4Msharessold
Average closing price · filing quarter
$16.21
Price range · filing quarter
$13.51 – $18.76
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −16.4M −$266M −35.9% 29.3M May 15, 2026
Q4 2025 Reduced −1.5M −$25M −3.3% 45.8M May 15, 2026
Q3 2025 Reduced −1.1M −$16M −2.4% 47.3M Nov 14, 2025
Q2 2025 Reduced −7.3M −$88M −13.2% 48.4M Aug 14, 2025
Q1 2025 Reduced −24.0M −$283M −30.1% 55.8M May 15, 2025
Q4 2024 Added +17.0M +$226M +27.0% 79.8M Feb 14, 2025
Q3 2024 Added +3.7M +$49M +6.2% 62.8M Nov 14, 2024
Q2 2024 Reduced −3.7M −$43M −5.8% 59.1M Aug 14, 2024
Q1 2024 Reduced −209K −$2.1M −0.3% 62.8M May 15, 2024
Q4 2023 Added +7.9M +$64M +14.3% 63.0M Feb 14, 2024
Q3 2023 Added +50.1M +$374M +986.2% 55.1M Nov 14, 2023
Q2 2023 New +5.1M +$31M – 5.1M Aug 14, 2023
Data through Q1 2026 · filed May 15, 2026
12 grouped rows from 12 quarters

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Common questions

Does Coatue Management own NU?

Yes. As of Q1 2026, Coatue Management disclosed 29.3M shares of NU, worth $422M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy NU?

Coatue Management first disclosed a NU position in Q2 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell NU?

The quarter-by-quarter table above shows each sale and reduction Coatue Management disclosed in NU. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of NU does Coatue Management own?

Coatue Management disclosed 29.3M shares of NU as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for NU?

Coatue Management's estimated average buy price for NU is $8.97, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.