Question 1

How many shares of NU does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 10M shares of NU (NU HOLDINGS LTD/CAYMAN ISL-A).

Question 2

What is Orbis Allan Gray Ltd's NU position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's NU position is worth $133.4M.

Question 3

Is Orbis Allan Gray Ltd buying or selling NU?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd increased their NU position (+82.2% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy NU?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in NU in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	10M	+82.2%	$133.4M	0.5%	$13.36	56
2026-Q1	Increased	5.5M	+39.7%	$78.8M	0.3%	$14.76	47
2025-Q4	Decreased	3.9M	-85.6%	$65.7M	0.3%	$16.88	0
2025-Q3	Increased	27.3M	+44.6%	$437M	1.9%	$15.95	67
2025-Q2	Increased	18.9M	+28.2%	$258.9M	1.3%	$13.25	61
2025-Q1	New	14.7M	-	$150.8M	0.9%	$10.35	59

NU6 quarters

NU
6 quarters