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AMS Capital’s Nu Holdings NU Stock Holding History

AMS Capital’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 		$22.4M Sell
1,673,973
-998,176
-37% -$13.5M 7.69% 6
2026
Q1 		$38.4M Buy
2,672,149
+825,817
+45% +$13.4M 14.91% 2
2025
Q4 		$30.9M Buy
1,846,332
+53,779
+3% +$864K 11.96% 5
2025
Q3 		$28.7M Sell
1,792,553
-324,349
-15% -$4.52M 11.74% 4
2025
Q2 		$29M Buy
2,116,902
+28,610
+1% +$343K 10.97% 5
2025
Q1 		$21.4M Buy
2,088,292
+625,315
+43% +$7.39M 8.81% 5
2024
Q4 		$15.2M Buy
1,462,977
+431,215
+42% +$5.74M 7.62% 5
2024
Q3 		$14.1M Sell
1,031,762
-157,195
-13% -$2.11M 2.46% 7
2024
Q2 		$15.3M Buy
1,188,957
+124,180
+12% +$1.45M 3.21% 7
2024
Q1 		$8.82M Buy
1,064,777
+616,082
+137% +$6.29M 2.42% 8
2023
Q4 		$3.74M Buy
448,695
+39,760
+10% +$321K 1.4% 9
2023
Q3 		$2.96M Buy
+408,935
New +$3.06M 3.28% 11
2023
Q1 		– Sell
-3,450,000
Closed -$14M – 14
2022
Q4 		$14M Hold
3,450,000
– – 11.12% 4
2022
Q3 		$15.1M Buy
+3,450,000
New +$15.8M 9.58% 5

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMS Capital's NU Position: Q2 2026 in Review

AMS Capital reduced its Nu Holdings (NU) stake by 37% in Q2 2026, selling an estimated $13.5M and leaving 1,673,973 shares worth $22.4M. The position accounts for 7.69% of the portfolio, ranked #6.

AMS Capital first reported a position in NU in Q3 2022 and has held it in 14 quarters since. The position peaked at $38.4M in Q1 2026. 590 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • AMS Capital held 1,673,973 shares of Nu Holdings worth $22.4M as of Q2 2026.
  • AMS Capital sold 998,176 Nu Holdings shares in Q2 2026, an estimated $13.5M.
  • Nu Holdings made up 7.69% of AMS Capital's portfolio in Q2 2026, its #6 holding.
  • AMS Capital first reported a position in Nu Holdings in Q3 2022 and has held it in 14 quarters since.
  • AMS Capital's Nu Holdings position peaked at $38.4M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on AMS Capital's 13F filing for Q2 2026, filed 6 Aug 2026.