Balyasny Asset Management
NU icon

Balyasny Asset Management’s Nu Holdings NU Stock Holding History

Balyasny Asset 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 		$28.1M Buy
+1,957,133
New +$31.7M 0.04% 553
2025
Q4 		– Sell
-2,105,345
Closed -$33.8M – 3412
2025
Q3 		$33.7M Sell
2,105,345
-4,474,898
-68% -$62.4M 0.04% 505
2025
Q2 		$90.3M Buy
+6,580,243
New +$78.8M 0.14% 173
2025
Q1 		– Sell
-37,369
Closed -$387K – 3144
2024
Q4 		$387K Buy
+37,369
New +$497K ﹤0.01% 2286
2024
Q1 		– Sell
-921,173
Closed -$7.67M – 2957
2023
Q4 		$7.67M Buy
921,173
+304,077
+49% +$2.46M 0.01% 956
2023
Q3 		$4.47M Sell
617,096
-1,154,964
-65% -$8.64M 0.01% 1139
2023
Q2 		$14M Sell
1,772,060
-39,450
-2% -$242K 0.03% 650
2023
Q1 		$8.62M Buy
1,811,510
+1,793,343
+9,871% +$7.99M 0.02% 835
2022
Q4 		$73.9K Sell
18,167
-949,059
-98% -$4.12M ﹤0.01% 2289
2022
Q3 		$4.26M Sell
967,226
-2,699,999
-74% -$12.4M 0.01% 1085
2022
Q2 		$13.7M Buy
3,667,225
+1,975,430
+117% +$10M 0.04% 543
2022
Q1 		$13.1M Buy
1,691,795
+79,717
+5% +$640K 0.04% 589
2021
Q4 		$15.1M Buy
+1,612,078
New +$15.8M 0.05% 515

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Balyasny Asset Management's NU Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Nu Holdings (NU) in Q1 2026: 1,957,133 shares worth $28.1M. The stake represents 0.04% of the portfolio and ranks #553 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in NU as recently as Q3 2025.

Balyasny Asset Management first reported a position in NU in Q4 2021 and has held it in 13 quarters since. The position peaked at $90.3M in Q2 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Balyasny Asset Management held 1,957,133 shares of Nu Holdings worth $28.1M as of Q1 2026.
  • Nu Holdings was a new Balyasny Asset Management position in Q1 2026.
  • Nu Holdings made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #553 holding.
  • Balyasny Asset Management first reported a position in Nu Holdings in Q4 2021 and has held it in 13 quarters since.
  • Balyasny Asset Management's Nu Holdings position peaked at $90.3M in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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