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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.77M	Sell	275,000 -1,100,000	-80%	-$15.1M	0.4%	17
2025 Q1	$14.1M	Buy	+1,375,000	New	+$14.1M	2.08%	14