Aquatic Capital Management’s Nu Holdings NU Stock Holding History

Aquatic Capital 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	–	Sell	-436,488	Closed	-$6.27M	–	1587
2026 Q1	$6.27M	Buy	+436,488	New	+$7.07M	0.18%	147
2025 Q4	–	Sell	-1,501,227	Closed	-$24M	–	1646
2025 Q3	$24M	Buy	1,501,227 +1,184,296	+374%	+$16.5M	0.45%	45
2025 Q2	$4.35M	Buy	+316,931	New	+$3.79M	0.09%	271
2025 Q1	–	Sell	-2,314,548	Closed	-$24M	–	1525
2024 Q4	$24M	Buy	+2,314,548	New	+$30.8M	0.65%	34

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's NU Position: Q2 2026 in Review

Aquatic Capital Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 436,488 shares — an estimated $6.27M sold.

Aquatic Capital Management first reported a position in NU in Q4 2024 and held it in 4 quarters. The position peaked at $24M in Q3 2025. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Aquatic Capital Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 436,488 Nu Holdings shares in Q2 2026, an estimated $6.27M.
Aquatic Capital Management first reported a position in Nu Holdings in Q4 2024 and held it in 4 quarters.
Aquatic Capital Management's Nu Holdings position peaked at $24M in Q3 2025.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.