What smart money is saying about Nu Holdings Ltd.
6 funds in our archive have pitched Nu Holdings Ltd. — most recently White Falcon Capital Management in December 2025.
Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobile phones. The company provides savings solutions, such as Nu Personal Accounts, a digital account solution that supports all personal finance activities, from daily purchases and money transfers to savings; and Nu business accounts designed specifically for entrepreneur customers and their businesses. In addition, it offers NuInvest, an investment product that provides equity, fixed-income, options, and ETF products, as well as multimarket funds with curated asset allocations based on the customer's risk profile and financial position; personal unsecured loans; in-app buy now pay later' solution for Nu card customers to pay credit and debit purchases, and banking payment slips over time in up to twelve installments; and NuInsurance protecting solutions to help its customers secure life insurance and funeral benefits. The company was founded in 2013 and is headquartered in Sao Paulo, Brazil.
Fund coverage · 6 theses
- White Falcon Capital ManagementDecember 2025
Nu Holdings is a fast-growing, high-ROE, tech-enabled financial services company expanding across Latin America while trading at a reasonable multiple.
Read the full thesis - Infuse AMDecember 2025
Nu Holdings is evolving into a super app with replicable expansion beyond Brazil, leveraging a lean cost structure and proven lending algorithms to potentially become a global banking leader.
Read the full thesis - Sands Capital International GrowthJuly 2025
Nu Holdings is a digital financial services platform, Nubank, that leverages its competitive advantages to disrupt the underbanked Latin American market, targeting customer acquisition and monetization for growth.
Read the full thesis - Holland AdvisorsJune 2025
Nu Holdings is a disruptive force in consumer banking, leveraging low unit costs and relentless customer focus to offer superior services and challenge traditional banks globally.
Read the full thesis - Baron Global Advantage FundJune 2025
Nu Holdings Ltd. is a rapidly growing digital bank in Latin America, disrupting traditional banking with a tech-first platform, a strong brand, and significant growth potential in underserved markets.
Read the full thesis - Polen Emerging Markets GrowthDecember 2024
**Nu Holdings** is the largest online neo-bank globally, with a strong presence in Brazil and Mexico, boasting 100 million and 10 million users respectively, and is expected to deliver attractive revenues and profits in the coming years.
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