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Disclosery

Baron Capital: NU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on NU, newest first. How the timeline and the estimate are built.

Baron Capital held 5,597,914 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 5,597,914 shares
    Change vs previous 13F +2,068,263 shares

    0.11% of the 13F portfolio, value $74,788,131.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,529,651 shares
    Change vs previous 13F +194,361 shares

    0.15% of the 13F portfolio, value $50,721,085.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,335,290 shares
    Change vs previous 13F +1,596,516 shares

    0.15% of the 13F portfolio, value $55,832,755.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,738,774 shares
    Change vs previous 13F +310,365 shares

    0.07% of the 13F portfolio, value $27,837,772.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,428,409 shares
    Change vs previous 13F +225,341 shares

    0.05% of the 13F portfolio, value $19,597,771.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,203,068 shares
    Change vs previous 13F -1,947,622 shares

    0.04% of the 13F portfolio, value $12,319,416.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,150,690 shares
    Change vs previous 13F -559,266 shares

    0.08% of the 13F portfolio, value $32,641,148.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,709,956 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $50,640,899.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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