a16z Perennial Management’s Nu Holdings NU Stock Holding History

a16z Perennial 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 Q2	$193M	Buy	14,444,100 +585,800	+4%	+$7.9M	15.6%	2
2026 Q1	$199M	Buy	13,858,300 +109,900	+0.8%	+$1.78M	16.53%	2
2025 Q4	$230M	Sell	13,748,400 -386,700	-3%	-$6.21M	17.29%	2
2025 Q3	$226M	Sell	14,135,100 -1,450,100	-9%	-$20.2M	17.31%	2
2025 Q2	$214M	Sell	15,585,200 -357,300	-2%	-$4.28M	16.38%	2
2025 Q1	$163M	Buy	15,942,500 +657,000	+4%	+$7.76M	18.74%	2
2024 Q4	$158M	Buy	15,285,500 +926,000	+6%	+$12.3M	17.66%	2
2024 Q3	$196M	Sell	14,359,500 -1,019,000	-7%	-$13.7M	22.76%	2
2024 Q2	$198M	Buy	+15,378,500	New	+$179M	18.02%	2

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

a16z Perennial Management's NU Position: Q2 2026 in Review

a16z Perennial Management increased its Nu Holdings (NU) stake by 4.2% in Q2 2026, buying an estimated $7.9M and bringing the position to 14,444,100 shares worth $193M. The position accounts for 15.6% of the portfolio, ranked #2.

a16z Perennial Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $230M in Q4 2025. 255 funds tracked by Wall St. Rank hold NU as of Q2 2026.

a16z Perennial Management held 14,444,100 shares of Nu Holdings worth $193M as of Q2 2026.
a16z Perennial Management bought 585,800 Nu Holdings shares in Q2 2026, an estimated $7.9M.
Nu Holdings made up 15.6% of a16z Perennial Management's portfolio in Q2 2026, its #2 holding.
a16z Perennial Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
a16z Perennial Management's Nu Holdings position peaked at $230M in Q4 2025.
255 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.