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	$14M	Buy	+1,050,000	New	+$14.2M	14.08%	2
2026 Q1	–	Sell	-990,000	Closed	-$16.6M	–	4
2025 Q4	$16.6M	Sell	990,000 -500,000	-34%	-$8.04M	16.22%	3
2025 Q3	$23.9M	Sell	1,490,000 -39,000	-3%	-$544K	13.06%	2
2025 Q2	$21M	Sell	1,529,000 -258,500	-14%	-$3.1M	12.79%	2
2025 Q1	$18.3M	Sell	1,787,500 -228,000	-11%	-$2.69M	13.78%	2
2024 Q4	$20.9M	Sell	2,015,500 -135,500	-6%	-$1.8M	18.91%	2
2024 Q3	$29.4M	Buy	+2,151,000	New	+$28.9M	17.99%	3
2024 Q1	–	Sell	-6,272,000	Closed	-$52.2M	–	24
2023 Q4	$52.2M	Sell	6,272,000 -298,000	-5%	-$2.41M	22.38%	1
2023 Q3	$47.6M	Hold	6,570,000	–	–	17.84%	3
2023 Q2	$51.8M	Sell	6,570,000 -30,000	-0.5%	-$184K	18.29%	3
2023 Q1	$31.4M	Buy	6,600,000 +6,534,000	+9,900%	+$29.1M	12.36%	3
2022 Q4	$269K	Buy	+66,000	New	+$287K	0.13%	23

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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. 862 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.
862 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.