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Antipodes Partners’s Nu Holdings NU Stock Holding History

Antipodes Partners’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 		$62.7M Buy
4,689,670
+496,718
+12% +$6.7M 1.15% 40
2026
Q1 		$60.3M Buy
4,192,952
+785,026
+23% +$12.7M 1.16% 39
2025
Q4 		$57.1M Sell
3,407,926
-84,291
-2% -$1.35M 1.2% 36
2025
Q3 		$55.9M Buy
3,492,217
+957,531
+38% +$13.4M 1.25% 32
2025
Q2 		$34.8M Buy
2,534,686
+2,501,647
+7,572% +$30M 1.08% 28
2025
Q1 		$338K Buy
33,039
+11,883
+56% +$140K 0.01% 51
2024
Q4 		$219K Buy
21,156
+5,739
+37% +$76.3K 0.01% 55
2024
Q3 		$210K Sell
15,417
-1,449
-9% -$19.5K 0.01% 55
2024
Q2 		$217K Sell
16,866
-5,512
-25% -$64.2K 0.01% 52
2024
Q1 		$267K Sell
22,378
-7,271
-25% -$74.2K 0.01% 46
2023
Q4 		$246K Buy
29,649
+1,744
+6% +$14.1K 0.01% 48
2023
Q3 		$203K Buy
27,905
+18,268
+190% +$137K 0.01% 49
2023
Q2 		$76K Sell
9,637
-6,514
-40% -$40K ﹤0.01% 53
2023
Q1 		$76K Buy
+16,151
New +$72K ﹤0.01% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Antipodes Partners's NU Position: Q2 2026 in Review

Antipodes Partners increased its Nu Holdings (NU) stake by 12% in Q2 2026, buying an estimated $6.7M and bringing the position to 4,689,670 shares worth $62.7M. The position accounts for 1.15% of the portfolio, ranked #40.

Antipodes Partners first reported a position in NU in Q1 2023 and has held it in 14 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Antipodes Partners held 4,689,670 shares of Nu Holdings worth $62.7M as of Q2 2026.
  • Antipodes Partners bought 496,718 Nu Holdings shares in Q2 2026, an estimated $6.7M.
  • Nu Holdings made up 1.15% of Antipodes Partners's portfolio in Q2 2026, its #40 holding.
  • Antipodes Partners first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.