Question 1

How many shares of NU does D1 Capital Partners L.P. own?

Accepted Answer

As of 2026-Q2, D1 Capital Partners L.P. holds 44.4M shares of NU (NU HOLDINGS LTD/CAYMAN ISL-A).

Question 2

What is D1 Capital Partners L.P.'s NU position worth?

Accepted Answer

As of 2026-Q2, D1 Capital Partners L.P.'s NU position is worth $593.4M.

Question 3

Is D1 Capital Partners L.P. buying or selling NU?

Accepted Answer

In 2026-Q2, D1 Capital Partners L.P. increased their NU position (+71.6% change in shares).

Question 4

When did D1 Capital Partners L.P. first buy NU?

Accepted Answer

Based on available 13F filings, D1 Capital Partners L.P. first reported a position in NU in 2024-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	44.4M	+71.6%	$593.4M	1.7%	$13.36	74
2026-Q1	New	25.9M	—	$372M	3.3%	$14.76	87
2025-Q4	Exited	0	-100.0%	$0	0.0%	$16.88	0
2025-Q3	Decreased	10.2M	-57.8%	$163M	1.9%	$15.95	0
2025-Q2	Increased	24.1M	+146.2%	$331.1M	4.6%	$13.25	93
2025-Q1	Decreased	9.8M	-34.1%	$100.4M	1.5%	$10.35	0
2024-Q4	New	14.9M	—	$154.2M	2.6%	$10.65	79
2024-Q3	Exited	0	-100.0%	$0	0.0%	$13.87	0