Cache Advisors’s Nu Holdings NU Stock Holding History

Cache Advisors’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 Q3	$2.5M	Buy	197,361 +73,124	+59%	+$1.04M	0.15%	49
2026 Q2	$1.66M	Hold	124,237	–	–	0.14%	61
2026 Q1	$1.79M	Sell	124,237 -147,425	-54%	-$2.39M	0.21%	37
2025 Q4	$4.55M	Buy	271,662 +126,416	+87%	+$2.03M	0.56%	16
2025 Q3	$2.33M	Sell	145,246 -296,672	-67%	-$4.14M	0.41%	29
2025 Q2	$6.06M	Hold	441,918	–	–	1.64%	14
2025 Q1	$4.53M	Hold	441,918	–	–	1.74%	13
2024 Q4	$4.58M	Buy	+441,918	New	+$5.88M	1.91%	12

Other funds holding NU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

Cache Advisors's NU Position: Q3 2026 in Review

Cache Advisors increased its Nu Holdings (NU) stake by 59% in Q3 2026, buying an estimated $1.04M and bringing the position to 197,361 shares worth $2.5M. The position accounts for 0.15% of the portfolio, ranked #49.

Cache Advisors first reported a position in NU in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.06M in Q2 2025. 120 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Cache Advisors held 197,361 shares of Nu Holdings worth $2.5M as of Q3 2026.
Cache Advisors bought 73,124 Nu Holdings shares in Q3 2026, an estimated $1.04M.
Nu Holdings made up 0.15% of Cache Advisors's portfolio in Q3 2026, its #49 holding.
Cache Advisors first reported a position in Nu Holdings in Q4 2024 and has held it in 8 quarters since.
Cache Advisors's Nu Holdings position peaked at $6.06M in Q2 2025.
120 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.