Campbell Capital Management’s Nu Holdings NU Stock Holding History

Campbell Capital 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 Q2	$6.92M	Buy	517,940 +132,550	+34%	+$1.79M	2.48%	11
2026 Q1	$5.54M	Sell	385,390 -2,000	-0.5%	-$32.4K	2.65%	12
2025 Q4	$6.48M	Buy	387,390 +1,150	+0.3%	+$18.5K	2.19%	17
2025 Q3	$6.18M	Buy	386,240 +180,240	+87%	+$2.51M	2.38%	13
2025 Q2	$2.83M	Buy	206,000 +191,000	+1,273%	+$2.29M	1.1%	24
2025 Q1	$154K	Buy	15,000 +10,000	+200%	+$118K	0.09%	31
2024 Q4	$51.8K	Buy	+5,000	New	+$66.5K	0.02%	58

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

Campbell Capital Management's NU Position: Q2 2026 in Review

Campbell Capital Management increased its Nu Holdings (NU) stake by 34% in Q2 2026, buying an estimated $1.79M and bringing the position to 517,940 shares worth $6.92M. The position accounts for 2.48% of the portfolio, ranked #11.

Campbell Capital Management first reported a position in NU in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Campbell Capital Management held 517,940 shares of Nu Holdings worth $6.92M as of Q2 2026.
Campbell Capital Management bought 132,550 Nu Holdings shares in Q2 2026, an estimated $1.79M.
Nu Holdings made up 2.48% of Campbell Capital Management's portfolio in Q2 2026, its #11 holding.
Campbell Capital Management first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Campbell Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.