BBR Partners’s Nu Holdings NU Stock Holding History

BBR Partners’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	$2.81M	Hold	195,689	–	–	0.16%	60
2025 Q4	$3.28M	Sell	195,689 -129,406	-40%	-$2.08M	0.18%	56
2025 Q3	$5.2M	Buy	325,095 +9,069	+3%	+$127K	0.3%	35
2025 Q2	$4.34M	Hold	316,026	–	–	0.27%	39
2025 Q1	$3.24M	Hold	316,026	–	–	0.23%	46
2024 Q4	$3.27M	Hold	316,026	–	–	0.23%	43
2024 Q3	$4.31M	Sell	316,026 -44,306	-12%	-$596K	0.33%	31
2024 Q2	$4.64M	Sell	360,332 -2,090	-0.6%	-$24.3K	0.38%	25
2024 Q1	$4.32M	Buy	362,422 +9,512	+3%	+$97.1K	0.35%	34
2023 Q4	$2.94M	Sell	352,910 -12,178	-3%	-$98.4K	0.3%	41
2023 Q3	$2.65M	Hold	365,088	–	–	0.3%	38
2023 Q2	$2.88M	Sell	365,088 -21,026	-5%	-$129K	0.32%	33
2023 Q1	$1.84M	Hold	386,114	–	–	0.21%	43
2022 Q4	$1.57M	Sell	386,114 -233,846	-38%	-$1.02M	0.18%	49
2022 Q3	$2.73M	Buy	619,960 +597,413	+2,650%	+$2.74M	0.35%	32
2022 Q2	$84K	Buy	+22,547	New	+$114K	0.01%	214

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

BBR Partners's NU Position: Q1 2026 in Review

BBR Partners held its Nu Holdings (NU) position steady in Q1 2026 at 195,689 shares worth $2.81M. The position accounts for 0.16% of the portfolio, ranked #60.

BBR Partners first reported a position in NU in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.2M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

BBR Partners held 195,689 shares of Nu Holdings worth $2.81M as of Q1 2026.
BBR Partners left its Nu Holdings share count unchanged in Q1 2026.
Nu Holdings made up 0.16% of BBR Partners's portfolio in Q1 2026, its #60 holding.
BBR Partners first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
BBR Partners's Nu Holdings position peaked at $5.2M in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.