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
Q2 		$3.03M Sell
227,000
-222,600
-50% -$3M 0.01% 1191
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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Lone Pine Capital
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Fund Management (CFM)'s NU Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Nu Holdings (NU) stake by 88% in Q2 2026, selling an estimated $2.67M and leaving 27,017 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Capital Fund Management (CFM) first reported a position in NU in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.78M in Q4 2023. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Capital Fund Management (CFM) held 27,017 shares of Nu Holdings worth $361K as of Q2 2026.
  • Capital Fund Management (CFM) sold 197,918 Nu Holdings shares in Q2 2026, an estimated $2.67M.
  • Nu Holdings made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1955 holding.
  • Capital Fund Management (CFM) first reported a position in Nu Holdings in Q4 2023 and has held it in 3 quarters since.
  • Capital Fund Management (CFM)'s Nu Holdings position peaked at $3.78M in Q4 2023.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.