Allen Investment Management’s Nu Holdings NU Stock Holding History

Allen Investment 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
2026 Q2	$47.3M	Sell	3,543,361 -677,242	-16%	-$9.13M	0.56%	39
2026 Q1	$60.7M	Buy	4,220,603 +108,966	+3%	+$1.77M	0.75%	32
2025 Q4	$68.8M	Buy	4,111,637 +76,340	+2%	+$1.23M	0.76%	34
2025 Q3	$64.6M	Buy	4,035,297 +679,362	+20%	+$9.48M	0.72%	33
2025 Q2	$46M	Buy	3,355,935 +414,830	+14%	+$4.97M	0.5%	39
2025 Q1	$30.1M	Buy	2,941,105 +991,954	+51%	+$11.7M	0.35%	46
2024 Q4	$20.2M	Sell	1,949,151 -99,056	-5%	-$1.32M	0.23%	60
2024 Q3	$28M	Buy	2,048,207 +1,031,414	+101%	+$13.9M	0.33%	44
2024 Q2	$13.1M	Buy	1,016,793 +834,158	+457%	+$9.71M	0.16%	60
2024 Q1	$2.18M	Hold	182,635	–	–	0.03%	106
2023 Q4	$1.52M	Sell	182,635 -474,257	-72%	-$3.83M	0.02%	116
2023 Q3	$4.76M	Hold	656,892	–	–	0.07%	86
2023 Q2	$5.18M	Hold	656,892	–	–	0.08%	83
2023 Q1	$3.13M	Hold	656,892	–	–	0.05%	83
2022 Q4	$2.67M	Hold	656,892	–	–	0.04%	86
2022 Q3	$2.89M	Buy	656,892 +493,410	+302%	+$2.26M	0.05%	90
2022 Q2	$611K	Buy	+163,482	New	+$829K	0.01%	154

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

Allen Investment Management's NU Position: Q2 2026 in Review

Allen Investment Management reduced its Nu Holdings (NU) stake by 16% in Q2 2026, selling an estimated $9.13M and leaving 3,543,361 shares worth $47.3M. The position accounts for 0.56% of the portfolio, ranked #39.

Allen Investment Management first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $68.8M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Allen Investment Management held 3,543,361 shares of Nu Holdings worth $47.3M as of Q2 2026.
Allen Investment Management sold 677,242 Nu Holdings shares in Q2 2026, an estimated $9.13M.
Nu Holdings made up 0.56% of Allen Investment Management's portfolio in Q2 2026, its #39 holding.
Allen Investment Management first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Allen Investment Management's Nu Holdings position peaked at $68.8M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.