Axiom Investors’s Nu Holdings NU Stock Holding History

Axiom Investors’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	$7.09M	Sell	530,688 -3,505,938	-87%	-$47.3M	0.06%	95
2026 Q1	$58M	Sell	4,036,626 -4,284,002	-51%	-$69.4M	0.65%	27
2025 Q4	$139M	Buy	8,320,628 +1,039,231	+14%	+$16.7M	1.22%	19
2025 Q3	$117M	Buy	7,281,397 +6,687,397	+1,126%	+$93.3M	0.86%	25
2025 Q2	$8.15M	Sell	594,000 -126,340	-18%	-$1.51M	0.07%	79
2025 Q1	$7.38M	Sell	720,340 -985,920	-58%	-$11.7M	0.07%	86
2024 Q4	$17.7M	Sell	1,706,260 -2,924,225	-63%	-$38.9M	0.13%	70
2024 Q3	$63.2M	Sell	4,630,485 -3,524,995	-43%	-$47.4M	0.56%	32
2024 Q2	$105M	Sell	8,155,480 -415,200	-5%	-$4.83M	0.92%	23
2024 Q1	$102M	Sell	8,570,680 -3,942,600	-32%	-$40.3M	0.89%	29
2023 Q4	$104M	Buy	12,513,280 +624,200	+5%	+$5.04M	1.02%	28
2023 Q3	$86.2M	Buy	11,889,080 +4,615,420	+63%	+$34.5M	1.24%	23
2023 Q2	$57.4M	Buy	+7,273,660	New	+$44.7M	0.85%	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 $3.37T 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

Axiom Investors's NU Position: Q2 2026 in Review

Axiom Investors reduced its Nu Holdings (NU) stake by 87% in Q2 2026, selling an estimated $47.3M and leaving 530,688 shares worth $7.09M. The position accounts for 0.06% of the portfolio, ranked #95.

Axiom Investors first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $139M in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Axiom Investors held 530,688 shares of Nu Holdings worth $7.09M as of Q2 2026.
Axiom Investors sold 3,505,938 Nu Holdings shares in Q2 2026, an estimated $47.3M.
Nu Holdings made up 0.06% of Axiom Investors's portfolio in Q2 2026, its #95 holding.
Axiom Investors first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Axiom Investors's Nu Holdings position peaked at $139M in Q4 2025.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.