C WorldWide Group’s Nu Holdings NU Stock Holding History

C WorldWide Group’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	$66.4M	Buy	4,973,457 +4,587,432	+1,188%	+$61.8M	1.6%	16
2026 Q1	$5.55M	Buy	386,025 +74,233	+24%	+$1.2M	0.12%	68
2025 Q4	$5.22M	Buy	311,792 +284,569	+1,045%	+$4.57M	0.09%	72
2025 Q3	$436K	Sell	27,223 -8,249	-23%	-$115K	0.01%	93
2025 Q2	$487K	Sell	35,472 -17,385	-33%	-$208K	0.01%	91
2025 Q1	$541K	Buy	52,857 +3,903	+8%	+$46.1K	0.01%	90
2024 Q4	$507K	Sell	48,954 -1,467	-3%	-$19.5K	0.01%	90
2024 Q3	$688K	Sell	50,421 -24,799	-33%	-$334K	0.01%	89
2024 Q2	$970K	Sell	75,220 -1,807	-2%	-$21K	0.01%	87
2024 Q1	$919K	Hold	77,027	–	–	0.01%	84
2023 Q4	$642K	Hold	77,027	–	–	0.01%	84
2023 Q3	$558K	Sell	77,027 -20,208	-21%	-$151K	0.01%	85
2023 Q2	$767K	Buy	+97,235	New	+$597K	0.01%	84

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

C WorldWide Group's NU Position: Q2 2026 in Review

C WorldWide Group increased its Nu Holdings (NU) stake by 1,188% in Q2 2026, buying an estimated $61.8M and bringing the position to 4,973,457 shares worth $66.4M. The position accounts for 1.6% of the portfolio, ranked #16.

C WorldWide Group first reported a position in NU in Q2 2023 and has held it in 13 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

C WorldWide Group held 4,973,457 shares of Nu Holdings worth $66.4M as of Q2 2026.
C WorldWide Group bought 4,587,432 Nu Holdings shares in Q2 2026, an estimated $61.8M.
Nu Holdings made up 1.6% of C WorldWide Group's portfolio in Q2 2026, its #16 holding.
C WorldWide Group first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on C WorldWide Group's 13F filing for Q2 2026, filed 4 Aug 2026.