Avala Global’s Nu Holdings NU Stock Holding History

Avala Global’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	-4,965,100	Closed	-$71.3M	–	38
2026 Q1	$71.3M	Sell	4,965,100 -800,100	-14%	-$13M	3.43%	13
2025 Q4	$96.5M	Buy	5,765,200 +954,600	+20%	+$15.3M	4.62%	10
2025 Q3	$77M	Buy	4,810,600 +3,350,300	+229%	+$46.7M	3.18%	15
2025 Q2	$20M	Sell	1,460,300 -1,696,800	-54%	-$20.3M	1.04%	22
2025 Q1	$32.3M	Sell	3,157,100 -1,126,963	-26%	-$13.3M	2.21%	18
2024 Q4	$44.4M	Buy	4,284,063 +125,583	+3%	+$1.67M	2.76%	14
2024 Q3	$56.8M	Sell	4,158,480 -2,288,970	-36%	-$30.8M	3.74%	10
2024 Q2	$83.1M	Sell	6,447,450 -290,041	-4%	-$3.38M	6.05%	5
2024 Q1	$80.4M	Buy	6,737,491 +967,125	+17%	+$9.88M	5.87%	6
2023 Q4	$48.1M	Buy	+5,770,366	New	+$46.6M	3.71%	14

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

Avala Global's NU Position: Q2 2026 in Review

Avala Global sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 4,965,100 shares — an estimated $71.3M sold.

Avala Global first reported a position in NU in Q4 2023 and held it in 10 quarters. The position peaked at $96.5M in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Avala Global reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Avala Global sold 4,965,100 Nu Holdings shares in Q2 2026, an estimated $71.3M.
Avala Global first reported a position in Nu Holdings in Q4 2023 and held it in 10 quarters.
Avala Global's Nu Holdings position peaked at $96.5M in Q4 2025.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Avala Global's 13F filing for Q2 2026, filed 14 Aug 2026.