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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Absoluto Partners Gestao de Recursos's NU Position: Q1 2026 in Review

Absoluto Partners Gestao de Recursos increased its Nu Holdings (NU) stake by 41% in Q1 2026, buying an estimated $20.1M and bringing the position to 4,245,926 shares worth $61M. The position accounts for 70.41% of the portfolio, ranked #1.

Absoluto Partners Gestao de Recursos first reported a position in NU in Q4 2021 and has held it in 17 quarters since. The position peaked at $90.7M in Q2 2023. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Absoluto Partners Gestao de Recursos held 4,245,926 shares of Nu Holdings worth $61M as of Q1 2026.
Absoluto Partners Gestao de Recursos bought 1,237,737 Nu Holdings shares in Q1 2026, an estimated $20.1M.
Nu Holdings made up 70.41% of Absoluto Partners Gestao de Recursos's portfolio in Q1 2026, its #1 holding.
Absoluto Partners Gestao de Recursos first reported a position in Nu Holdings in Q4 2021 and has held it in 17 quarters since.
Absoluto Partners Gestao de Recursos's Nu Holdings position peaked at $90.7M in Q2 2023.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Absoluto Partners Gestao de Recursos's 13F filing for Q1 2026, filed 15 May 2026.