Advent International’s Nu Holdings NU Stock Holding History

Advent International’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	$110M	Buy	8,204,793 +912,000	+13%	+$12.3M	0.62%	8
2026 Q1	$105M	Sell	7,292,793 -1,704,666	-19%	-$27.6M	2.47%	6
2025 Q4	$151M	Sell	8,997,459 -1,060,000	-11%	-$17M	3.12%	6
2025 Q3	$161M	Sell	10,057,459 -1,742,500	-15%	-$24.3M	3.24%	6
2025 Q2	$162M	Sell	11,799,959 -3,250,000	-22%	-$38.9M	5.25%	7
2025 Q1	$154M	Buy	15,049,959 +1,109,000	+8%	+$13.1M	4.88%	6
2024 Q4	$144M	Hold	13,940,959	–	–	3.37%	6
2024 Q3	$190M	Sell	13,940,959 -7,583,948	-35%	-$102M	4.03%	7
2024 Q2	$277M	Sell	21,524,907 -2,250,000	-9%	-$26.2M	6.63%	5
2024 Q1	$284M	Hold	23,774,907	–	–	4.98%	5
2023 Q4	$198M	Hold	23,774,907	–	–	2.65%	7
2023 Q3	$172M	Buy	23,774,907 +5,283,562	+29%	+$39.5M	2.06%	6
2023 Q2	$146M	Buy	18,491,345 +1,923,592	+12%	+$11.8M	1.69%	7
2023 Q1	$78.9M	Sell	16,567,753 -30,524,444	-65%	-$136M	0.96%	8
2022 Q4	$192M	Hold	47,092,197	–	–	2.24%	6
2022 Q3	$207M	Sell	47,092,197 -1,930,163	-4%	-$8.86M	1.84%	6
2022 Q2	$183M	Hold	49,022,360	–	–	1.28%	6
2022 Q1	$378M	Hold	49,022,360	–	–	2.32%	6
2021 Q4	$460M	Buy	+49,022,360	New	+$481M	1.91%	6

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 $3.37T AUM 44.26% 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

Advent International's NU Position: Q2 2026 in Review

Advent International increased its Nu Holdings (NU) stake by 13% in Q2 2026, buying an estimated $12.3M and bringing the position to 8,204,793 shares worth $110M. The position accounts for 0.62% of the portfolio, ranked #8.

Advent International first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $460M in Q4 2021. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Advent International held 8,204,793 shares of Nu Holdings worth $110M as of Q2 2026.
Advent International bought 912,000 Nu Holdings shares in Q2 2026, an estimated $12.3M.
Nu Holdings made up 0.62% of Advent International's portfolio in Q2 2026, its #8 holding.
Advent International first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
Advent International's Nu Holdings position peaked at $460M in Q4 2021.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Advent International's 13F filing for Q2 2026, filed 14 Aug 2026.