Stephen Mandel
Lone Pine Capital
Stephen Mandel NU HOLDINGS LTD/CAYMAN ISL-A stake
total: 304
Lone Pine Capital NU trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 3
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 47,219,717 NU HOLDINGS LTD/CAYMAN ISL-A (NU) shares with a market value of roughly $630.86M accounting for 3.86% of the overall portfolio. To date, the estimated cost basis is nearly $15.27 for "buy" trades. Lone Pine Capital first purchased NU in 2025 Q3, initially acquiring about 25.41M shares. Since the initial investment in NU HOLDINGS LTD/CAYMAN ISL-A (NU), Lone Pine Capital has made 3 more transactions.
When did Stephen Mandel buy NU HOLDINGS LTD/CAYMAN ISL-A (NU)?
Stephen Mandel first invested in NU HOLDINGS LTD/CAYMAN ISL-A (NU) in 2025 Q3 at the reported quarter-end price of $16.01 per share.
What's the cost basis of Lone Pine Capital's NU stake?
The estimated cost basis for NU HOLDINGS LTD/CAYMAN ISL-A (NU) stake is around $15.27 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $15.27
Stephen Mandel's historical trades in NU HOLDINGS LTD/CAYMAN ISL-A
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
3.86%
|
47,219,717
|
$13.36
|
$630,855,419
|
+24.23% (+9,208,492)
|
+0.75%
|
|
2026 Q1
|
4.35%
|
38,011,225
|
$14.37
|
$546,221,303
|
+28.29% (+8,380,988)
|
+0.96%
|
|
2025 Q4
|
3.64%
|
29,630,237
|
$16.74
|
$496,010,167
|
+16.62% (+4,223,788)
|
+0.52%
|
|
2025 Q3
|
2.96%
|
25,406,449
|
$16.01
|
$406,757,248
|
new
|
+2.96%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.