BCL
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Burnham & Co LLC’s Nu Holdings NU Stock Holding History

Burnham & Co LLC’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 		$2.58K Buy
+193
New +$2.6K ﹤0.01% 192

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

Burnham & Co LLC's NU Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Nu Holdings (NU) in Q2 2026: 193 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings.

648 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Burnham & Co LLC held 193 shares of Nu Holdings worth $2.58K as of Q2 2026.
  • Nu Holdings was a new Burnham & Co LLC position in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Burnham & Co LLC's portfolio in Q2 2026, its #192 holding.
  • 648 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.