Atmos Capital Gestao de Recursos’s Nu Holdings NU Stock Holding History

Atmos Capital Gestao de Recursos’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	$316M	Buy	23,637,075 +5,617,462	+31%	+$75.7M	37.95%	1
2026 Q1	$259M	Buy	18,019,613 +2,203,825	+14%	+$35.7M	36.28%	1
2025 Q4	$265M	Buy	15,815,788 +1,554,704	+11%	+$25M	34.81%	1
2025 Q3	$228M	Buy	14,261,084 +1,791,099	+14%	+$25M	30.64%	1
2025 Q2	$171M	Buy	12,469,985 +9,165,363	+277%	+$110M	26.51%	1
2025 Q1	$33.8M	Sell	3,304,622 -1,301,661	-28%	-$15.4M	7.11%	6
2024 Q4	$47.7M	Sell	4,606,283 -7,260,453	-61%	-$96.6M	10.35%	6
2024 Q3	$162M	Sell	11,866,736 -8,082,130	-41%	-$109M	23.11%	1
2024 Q2	$257M	Sell	19,948,866 -7,485,976	-27%	-$87.2M	36.04%	1
2024 Q1	$327M	Sell	27,434,842 -4,158,531	-13%	-$42.5M	39.92%	1
2023 Q4	$263M	Sell	31,593,373 -691,636	-2%	-$5.59M	30.22%	1
2023 Q3	$234M	Buy	32,285,009 +16,563,970	+105%	+$124M	29.41%	1
2023 Q2	$124M	Sell	15,721,039 -554,188	-3%	-$3.4M	19.85%	2
2023 Q1	$77.5M	Sell	16,275,227 -13,108,694	-45%	-$58.4M	22.46%	2
2022 Q4	$120M	Buy	29,383,921 +11,576,345	+65%	+$50.3M	20.78%	1
2022 Q3	$78.4M	Buy	17,807,576 +17,150,764	+2,611%	+$78.7M	11.78%	4
2022 Q2	$2.46M	Buy	+656,812	New	+$3.33M	0.37%	15

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 $3.37T AUM 44.26% 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

Atmos Capital Gestao de Recursos's NU Position: Q2 2026 in Review

Atmos Capital Gestao de Recursos increased its Nu Holdings (NU) stake by 31% in Q2 2026, buying an estimated $75.7M and bringing the position to 23,637,075 shares worth $316M. The position accounts for 37.95% of the portfolio, ranked #1.

Atmos Capital Gestao de Recursos first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $327M in Q1 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Atmos Capital Gestao de Recursos held 23,637,075 shares of Nu Holdings worth $316M as of Q2 2026.
Atmos Capital Gestao de Recursos bought 5,617,462 Nu Holdings shares in Q2 2026, an estimated $75.7M.
Nu Holdings made up 37.95% of Atmos Capital Gestao de Recursos's portfolio in Q2 2026, its #1 holding.
Atmos Capital Gestao de Recursos first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Atmos Capital Gestao de Recursos's Nu Holdings position peaked at $327M in Q1 2024.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Atmos Capital Gestao de Recursos's 13F filing for Q2 2026, filed 14 Aug 2026.