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Absoluto Partners Gestao de Recursos’s Nu Holdings NU Stock Holding History

Absoluto Partners Gestao de Recursos’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 		$75.3M Buy
5,633,566
+1,387,640
+33% +$18.7M 75.55% 1
2026
Q1 		$61M Buy
4,245,926
+1,237,737
+41% +$20.1M 70.41% 1
2025
Q4 		$50.8M Sell
3,008,189
-157,997
-5% -$2.54M 49.71% 1
2025
Q3 		$50.7M Buy
3,166,186
+509,672
+19% +$7.11M 27.76% 1
2025
Q2 		$36.4M Buy
2,656,514
+1,701,234
+178% +$20.4M 22.22% 1
2025
Q1 		$9.78M Buy
+955,280
New +$11.3M 7.36% 4
2024
Q4 		– Sell
-1,087,469
Closed -$14.5M – 32
2024
Q3 		$14.8M Sell
1,087,469
-4,420,277
-80% -$59.5M 9.09% 4
2024
Q2 		$71M Sell
5,507,746
-1,037,900
-16% -$12.1M 37.63% 1
2024
Q1 		$78.1M Buy
6,545,646
+571,472
+10% +$5.84M 36.61% 1
2023
Q4 		$49.8M Sell
5,974,174
-3,804,893
-39% -$30.7M 21.32% 3
2023
Q3 		$70.9M Sell
9,779,067
-1,717,119
-15% -$12.8M 26.55% 2
2023
Q2 		$90.7M Sell
11,496,186
-1,062,477
-8% -$6.53M 32% 1
2023
Q1 		$59.8M Buy
12,558,663
+456,489
+4% +$2.03M 23.52% 2
2022
Q4 		$49.3M Sell
12,102,174
-363,666
-3% -$1.58M 24.6% 2
2022
Q3 		$62.3M Buy
12,465,840
+1,733,691
+16% +$7.96M 25.31% 2
2022
Q2 		$40.1M Buy
10,732,149
+906,214
+9% +$4.6M 16.45% 3
2022
Q1 		$75.9M Buy
9,825,935
+8,075,425
+461% +$64.8M 18.9% 2
2021
Q4 		$16.4M Buy
+1,750,510
New +$17.2M 5.06% 3

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Absoluto Partners Gestao de Recursos's NU Position: Q2 2026 in Review

Absoluto Partners Gestao de Recursos increased its Nu Holdings (NU) stake by 33% in Q2 2026, buying an estimated $18.7M and bringing the position to 5,633,566 shares worth $75.3M. The position accounts for 75.55% of the portfolio, ranked #1.

Absoluto Partners Gestao de Recursos first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $90.7M in Q2 2023. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Absoluto Partners Gestao de Recursos held 5,633,566 shares of Nu Holdings worth $75.3M as of Q2 2026.
  • Absoluto Partners Gestao de Recursos bought 1,387,640 Nu Holdings shares in Q2 2026, an estimated $18.7M.
  • Nu Holdings made up 75.55% of Absoluto Partners Gestao de Recursos's portfolio in Q2 2026, its #1 holding.
  • Absoluto Partners Gestao de Recursos first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
  • Absoluto Partners Gestao de Recursos's Nu Holdings position peaked at $90.7M in Q2 2023.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Absoluto Partners Gestao de Recursos's 13F filing for Q2 2026, filed 14 Aug 2026.