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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aquatic Capital Management's NU Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in Nu Holdings (NU) in Q1 2026: 436,488 shares worth $6.27M. The stake represents 0.18% of the portfolio and ranks #147 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in NU as recently as Q3 2025.

Aquatic Capital Management first reported a position in NU in Q4 2024 and has held it in 4 quarters since. The position peaked at $24M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Aquatic Capital Management held 436,488 shares of Nu Holdings worth $6.27M as of Q1 2026.
Nu Holdings was a new Aquatic Capital Management position in Q1 2026.
Nu Holdings made up 0.18% of Aquatic Capital Management's portfolio in Q1 2026, its #147 holding.
Aquatic Capital Management first reported a position in Nu Holdings in Q4 2024 and has held it in 4 quarters since.
Aquatic Capital Management's Nu Holdings position peaked at $24M in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.