Kinetic Partners Management, LP: NU position timeline

Kinetic Partners Management, LP held 2,517,028 NU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,517,028 shares

   Change vs previous 13F 0 shares

   0.8% of the 13F portfolio, value $33,627,494.

   13F-HR 0001172661-26-003816 filed by Kinetic Partners Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,517,028 shares

   Change vs previous 13F +199,500 shares

   2.02% of the 13F portfolio, value $36,169,692.

   13F-HR 0001172661-26-002338 filed by Kinetic Partners Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,317,528 shares

   Change vs previous 13F 0 shares

   1.88% of the 13F portfolio, value $38,795,419.

   13F-HR 0001172661-26-001121 filed by Kinetic Partners Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,317,528 shares

   Change vs previous 13F 0 shares

   1.8% of the 13F portfolio, value $37,103,623.

   13F-HR 0001172661-25-005040 filed by Kinetic Partners Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,317,528 shares

   Change vs previous 13F not available

   1.74% of the 13F portfolio, value $31,796,484.

   13F-HR 0001172661-25-003493 filed by Kinetic Partners Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).