Capital Fund Management (CFM)
NU icon

Capital Fund Management (CFM)’s Nu Holdings NU Stock Holding History

Capital Fund Management (CFM)’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 		$6.46M Sell
449,600
-386,600
-46% -$6.27M 0.03% 768
2025
Q4 		$14M Sell
836,200
-67,600
-7% -$1.09M 0.04% 654
2025
Q3 		$14.5M Sell
903,800
-699,400
-44% -$9.76M 0.04% 651
2025
Q2 		$22M Buy
1,603,200
+986,900
+160% +$11.8M 0.06% 429
2025
Q1 		$6.31M Sell
616,300
-342,100
-36% -$4.04M 0.02% 893
2024
Q4 		$9.93M Buy
958,400
+62,500
+7% +$831K 0.03% 753
2024
Q3 		$12.2M Sell
895,900
-651,600
-42% -$8.77M 0.03% 643
2024
Q2 		$19.9M Buy
1,547,500
+136,900
+10% +$1.59M 0.06% 417
2024
Q1 		$16.8M Sell
1,410,600
-908,900
-39% -$9.28M 0.05% 517
2023
Q4 		$19.3M Sell
2,319,500
-272,500
-11% -$2.2M 0.05% 470
2023
Q3 		$18.8M Buy
2,592,000
+1,296,600
+100% +$9.7M 0.06% 372
2023
Q2 		$10.2M Buy
+1,295,400
New +$7.96M 0.04% 553

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

Capital Fund Management (CFM)'s NU Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Nu Holdings (NU) in Q1 2026: 224,935 shares worth $3.23M. The stake represents 0.01% of the portfolio and ranks #1123 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in NU as recently as Q4 2023.

Capital Fund Management (CFM) first reported a position in NU in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.78M in Q4 2023. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Capital Fund Management (CFM) held 224,935 shares of Nu Holdings worth $3.23M as of Q1 2026.
  • Nu Holdings was a new Capital Fund Management (CFM) position in Q1 2026.
  • Nu Holdings made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1123 holding.
  • Capital Fund Management (CFM) first reported a position in Nu Holdings in Q4 2023 and has held it in 2 quarters since.
  • Capital Fund Management (CFM)'s Nu Holdings position peaked at $3.78M in Q4 2023.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.