Advanced Portfolio Management’s Nu Holdings NU Stock Holding History

Advanced Portfolio 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
2025 Q2	–	Sell	-175,000	Closed	-$1.79M	–	47
2025 Q1	$1.79M	Sell	175,000 -100,000	-36%	-$1.18M	3.61%	14
2024 Q4	$2.85M	Buy	+275,000	New	+$3.66M	3.25%	11
2024 Q1	–	Sell	-225,000	Closed	-$1.87M	–	62
2023 Q4	$1.87M	Sell	225,000 -250,000	-53%	-$2.02M	1.97%	11
2023 Q3	$3.44M	Buy	475,000 +325,000	+217%	+$2.43M	2.89%	14
2023 Q2	$1.18M	Sell	150,000 -390,000	-72%	-$2.4M	1.08%	26
2023 Q1	$2.57M	Buy	+540,000	New	+$2.41M	2.56%	16

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

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

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

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

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Advanced Portfolio Management's NU Position: Q2 2025 in Review

Advanced Portfolio Management sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 175,000 shares — an estimated $1.79M sold.

Advanced Portfolio Management first reported a position in NU in Q1 2023 and held it in 6 quarters. The position peaked at $3.44M in Q3 2023. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Advanced Portfolio Management reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Advanced Portfolio Management sold 175,000 Nu Holdings shares in Q2 2025, an estimated $1.79M.
Advanced Portfolio Management first reported a position in Nu Holdings in Q1 2023 and held it in 6 quarters.
Advanced Portfolio Management's Nu Holdings position peaked at $3.44M in Q3 2023.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Advanced Portfolio Management's 13F filing for Q2 2025, filed 13 Aug 2025.