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12 West Capital Management’s Nu Holdings NU Stock Holding History

12 West Capital Management’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Hold
185,000
– – 0.45% 17
2025
Q4 		$3.1M Sell
185,000
-90,000
-33% -$1.45M 0.37% 17
2025
Q3 		$4.4M Hold
275,000
– – 0.46% 16
2025
Q2 		$3.77M Sell
275,000
-1,100,000
-80% -$13.2M 0.4% 17
2025
Q1 		$14.1M Buy
+1,375,000
New +$16.3M 2.08% 14

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

12 West Capital Management's NU Position: Q1 2026 in Review

12 West Capital Management held its Nu Holdings (NU) position steady in Q1 2026 at 185,000 shares worth $2.66M. The position accounts for 0.45% of the portfolio, ranked #17.

12 West Capital Management first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.1M in Q1 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • 12 West Capital Management held 185,000 shares of Nu Holdings worth $2.66M as of Q1 2026.
  • 12 West Capital Management left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.45% of 12 West Capital Management's portfolio in Q1 2026, its #17 holding.
  • 12 West Capital Management first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • 12 West Capital Management's Nu Holdings position peaked at $14.1M in Q1 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on 12 West Capital Management's 13F filing for Q1 2026, filed 15 May 2026.