US Expansion Presents Significant Upside Potential for Nu Holdings (NU)
White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. A copy can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 10,008,815 | $133,717,768 | -4% | 0.04% |
| 2. | Antipodes Partners Jacob Mitchell | 4,689,670 | $62,653,991 | +12% | 1.15% |
| 3. | Walleye Capital Will England | 1,419,824 | $18,968,849 | +224% | 0.07% |
| 4. | Ravenswood Partners Ashraf Haque | 972,044 | $12,986,508 | +10% | 4.15% |
| 5. | Hosking Partners Jeremy Hosking | 911,678 | $12,180,018 | +4% | 0.4% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.24 | 21,000 | $257,042.10 | 162,150 | 2026-05-15 | Filing | |
| $14.81 | 80,000 | $1,184,840.00 | 2,312,338 | 2026-03-23 | Filing | |
| $14.82 | 220,000 | $3,259,322.00 | 4,977,593 | 2026-03-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 355,012,573 | $4,742,967,985 | 0.07% | |
| 2. | 229,930,331 | $3,071,869,222 | 2.79% | |
| 3. | 96,805,622 | $1,293,323,110 | 0.04% | |
| 4. | 42,574,870 | $568,800,263 | 71.53% | |
| 5. | 25,930,925 | $346,437,158 | 13.23% |